Log in
Book a demo
All Integrations
Salesforce

Connect Salesforce and Windmill to catch sales gaps before quarters end

What is Salesforce?

Salesforce is the world’s leading customer relationship management (CRM) platform. Sales and GTM teams use it to manage leads, track opportunities, forecast revenue, and coordinate customer relationships across the entire sales cycle.

How Windmill Uses Your Salesforce Integration

Windmill connects to Salesforce to understand GTM team performance, sales activities, and deal progression:

  • Sales activity tracking for 1:1s showing opportunities won, deals in progress, and pipeline health
  • Pulse surveys and blocker detection by understanding where deals are stalling and what obstacles reps face
  • Performance reviews with concrete data on quota attainment, deal velocity, win rates, and customer engagement
  • Continuous feedback triggers when reps close competitive deals, lose opportunities, or collaborate on complex sales cycles
  • Goal tracking by connecting Salesforce opportunities to revenue targets and measuring progress toward quotas

Windy monitors opportunities, contacts, leads, tasks, accounts, and activity history to provide managers with rich context about GTM performance without requiring manual pipeline reviews before every 1:1.

Benefits of the Windmill Salesforce Integration

Know when reps are off track before the quarter ends. Instead of waiting for QBRs to catch issues, Windmill surfaces blockers, stalled deals, and performance gaps early through weekly pulse checks informed by Salesforce data.

Performance reviews grounded in actual results. Reviews include specific deals closed, win rates, average deal size, sales cycle length, and customer relationships managed—all pulled automatically from Salesforce rather than relying on self-reporting.

Catch what the CRM can’t. While Salesforce tracks deals, Windmill tracks people. It shows you where your reps are stuck, what’s holding them back, and what sales enablement gaps exist—surfaced through conversational check-ins.

Build coaching moments into the workflow. When reps close big deals or lose competitive opportunities, Windy can prompt timely feedback from peers and managers—turning outcomes into learning opportunities while they’re still fresh.