Integrations
Salesforce + Claras.
Connect your CRM to your meeting workflow. File notes, client data, and meeting history sync to Salesforce. No manual entry, no missed updates.
Why connect
Your CRM, always up to date.
File notes in Salesforce automatically
When you finalise a file note in Claras, it syncs to the client record in Salesforce. No copy-pasting, no forgetting to update the CRM.
Client context before every meeting
Claras pulls client data from Salesforce to generate meeting preparation briefs. Walk into every meeting knowing the full picture.
Single source of truth
Meeting history, file notes, and client data live in one place. Your compliance team, support staff, and advisers all see the same record.
No workflow disruption
Claras connects to Salesforce in the background. Your team keeps working in both tools, and the data flows between them automatically.
What you get
Built for practices that run on Salesforce.
Whether Salesforce is your primary CRM or you use it alongside XPlan, Claras keeps both systems in sync with your meeting data.
- Automatic file note sync to Salesforce
- Client data import for meeting prep
- Meeting history in the client record
- Custom field mapping
- Works alongside XPlan if you use both
- Australian data hosting maintained
- PII redaction before AI processing
- SOC 2 certified
See the Salesforce integration in action.
Book a demo and we'll walk you through how Claras connects to your Salesforce instance.