Salesforce review integration

Turn completed sales and resolved cases into reviews

Connect Salesforce to WebVouch to invite customers after a sale or support case. Choose when invitations go out, then bring review outcomes back to the Contact so your team can follow up in context.

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What moves between the two systems

SalesforceAn opportunity or case reaches the stage you chose
WebVouchInvitation sent, reply handled
Salesforce recordRating and reply written back
What starts it
An Opportunity or Case reaches a stage or status selected in your invitation rules.
What WebVouch receives
The eligible Contact, their email and the linked Salesforce record.
What goes back to Salesforce
Invitation status and sent date, review rating, date and link, and reply status on the Contact when review sync is enabled.

What the Salesforce integration does

  • Send invitations from Opportunity stages or Case statuses, with your own template and delay.

  • Sync invitation status, ratings, review links and reply status to the Salesforce Contact.

  • With the Salesforce components configured, invite and reply from record panels or request invitations through Flow.

How to set it up

3 steps, in the order you do them. The connection lives in your business panel.

  1. 1

    Connect your Salesforce org

    Open Salesforce in your WebVouch business integrations and authorise your org. The Salesforce account needs API access.

  2. 2

    Set your invitation rules

    Choose Opportunity stages or Case statuses, the recipient, a template and a delay. You can select a draft while setting up; activate it before sending. Case rules also need Status history tracking.

  3. 3

    Bring the outcome back to Salesforce

    Enable review sync to keep Contact outcomes current. Your administrator can configure the WebVouch components and permissions for Contact, Opportunity and Case panels, plus the Flow action.

When Salesforce is the right choice

Choose Salesforce when your team tracks completed work in Opportunities or Cases and wants customer feedback beside those records. For invitations tied directly to online orders, use your store integration.

Salesforce integration questions

Yes. Preview eligible past Opportunities or Cases, then import the records you want to invite. The same template and recipient checks apply.

Integration details last updated

Reviews you never asked for are reviews you never got.

Most customers will write about a purchase when asked once, at the right moment. An integration is what turns that from a task somebody remembers into something that happens on its own.

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