OfficeRnD Flex integrates with Salesforce — officeRnD Flex members, companies and opportunities sync straight into Salesforce as they're created.

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  • Available via Zapier

Connect OfficeRnD Flex and Salesforce via Zapier

  • One Source of Truth for Sales

    New members, companies and opportunities created in OfficeRnD can flow into Salesforce automatically, so your sales team isn’t working from a second, out-of-date list.

  • The CRM Most Enterprise Buyers Expect

    If your leasing or sales process already lives in Salesforce, connecting OfficeRnD means your space data joins the same system your team reports from.

  • Keep Pipeline and Membership Data Aligned

    Because New Opportunity and New Contract events can flow through automatically, deal stages in Salesforce can reflect what’s actually happening with a prospect in OfficeRnD.

Integration overview

This integration is powered by Zapier, not built or maintained natively by OfficeRnD. Both OfficeRnD and Salesforce are supported apps on Zapier, so using OfficeRnD triggers such as New Member, New Company, New Opportunity and New Contract, you can build your own Zap to create and update matching records in Salesforce. There’s no pre-built template for this specific pairing yet, so you’ll set the automation up yourself in Zapier’s editor rather than starting from a one-click template — you choose exactly which OfficeRnD events should create or update leads, contacts or opportunities in Salesforce.
 

 

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) platform used by businesses to manage sales, marketing, customer service and analytics in one system. It’s one of the most widely adopted CRMs globally, especially among mid-market and enterprise sales teams. Learn more.

Didn’t find the integration you’re looking for?

No worries, we have an open API you can use to develop one yourself. You can check it out here.

Ready to give it a try?

We’d love to show you how OfficeRnD can help you automate the day-to-day and give your members a better experience.