Salesforce Integration
Connect Lira to Salesforce via OAuth2 with PKCE for contact management, account tracking, and opportunity pipeline integration.
Setup
- Navigate to Settings → Integrations → Salesforce
- Click Connect — redirects to Salesforce OAuth consent (with PKCE)
- Authorize the Lira app
- Configure member mappings
Capabilities
| Feature | Description |
|---|---|
| Contacts | List and view contact records |
| Accounts | List and view account records |
| Opportunities | Track opportunities and stages |
| Leads | List and manage leads |
Sales Coaching Integration
During sales calls, Salesforce integration provides the same capabilities as HubSpot:
- Pre-call context — Load prospect details and opportunity data
- Auto-fill — Push call notes and next steps to Salesforce records
- Pipeline updates — Update opportunity stages based on call outcomes
OAuth Configuration
| Variable | Description |
|---|---|
SALESFORCE_CLIENT_ID | Salesforce Connected App client ID |
SALESFORCE_CLIENT_SECRET | Salesforce Connected App client secret |
Salesforce uses OAuth2 + PKCE for enhanced security — the authorization code flow includes a code verifier/challenge pair.