Integration
Salesforce integration
Plenty of companies are contractually married to Salesforce: head office reports in it, forecasts live in it, and nobody is migrating it this quarter. Verna does not ask you to. Connect once and leads flow both ways every 10 minutes, your Salesforce users get a live card showing what the sales floor actually did with each lead (budget, viewings, offers, deals), and an Open in Verna button sits right on the record. Two systems, one truth.
Salesforce and Verna, in sync both ways
Automatic lead import
New Salesforce leads land in Verna every 10 minutes through a connected app, mapped by a field mapping you control and deduplicated against what is already there. Only records created after you connect are imported, never a surprise history dump.
Push a lead back
Any Verna lead syncs out to Salesforce with one action. Verna remembers the link in both directions, so nothing loops back as a duplicate on the next poll.
Field mapping from your own org
Verna reads the live field list from your Salesforce org and suggests the standard matches. Adjust the grid, test the connection, done. The same mapping drives both directions.
Verna Snapshot on the record
A Lightning card on Lead and Contact pages shows the Verna side at a glance: budget and requirements, viewings and feedback, offers with prices and validity, deals after conversion. Your Salesforce users see what happened without asking anyone.
Open in Verna button
One button on the Salesforce record jumps straight to the matching Verna lead, resolved by the sync link. No searching by name in a second system.
Conversion aware, access scoped
When Salesforce converts a lead to a contact, Verna relinks automatically and keeps the history intact. The Salesforce card reads through one revocable API key, and reps only open leads they are allowed to see.
Get started
Keep Salesforce. Add Verna.
Head office keeps its reports, your sales floor gets a CRM that knows real estate, and leads stop dying between the two.