Salesforce
CRM integration
Yes. Obsidian supports Salesforce for client record synchronisation, keeping your CRM data consistent with Obsidian.
What the Salesforce integration does
Connecting Salesforce to Obsidian keeps client records synchronised between both platforms. Client data entered or updated in either system stays consistent without manual re-entry. Advisers who manage client relationships in Salesforce can use Obsidian's AI meeting notes, portfolio aggregation, and search capabilities alongside their existing CRM workflows.
What advisers can do
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Client sync
Keep client records consistent between Salesforce and Obsidian.
How it works
When you request a Salesforce connection, the Obsidian team sets up the integration on your behalf. Once connected, client contact records sync between the two systems so changes made in either platform stay consistent. Advisers continue using Salesforce for pipeline and relationship management while gaining access to Obsidian's AI meeting notes, portfolio aggregation, and unified search across both datasets.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find Salesforce and click Connect to submit a connection request.
- 3
The Obsidian team will reach out to complete the setup on your behalf.
- 4
Once connected, data from Salesforce will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Salesforce at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Salesforce as a live integration. Client records sync between both systems so your CRM stays up to date.
Client records and contact data synchronise between both systems. This keeps your Salesforce CRM consistent with Obsidian without manual re-entry.
Yes. All integrations are included with Obsidian's free AI Practice Management module.
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