Partners are the core of the revenue ecosystem.

Clari’s strategic integrations help revenue teams become more connected and efficient.

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Salesforce

Achieve predictable revenue by powering Clari with your CRM data.

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Description

Real-time, bi-directional integration and automated sync between the world’s #1 CRM and Clari.

Features

Improve data quality in CRM

Improve data cleanliness by updating deals more easily in Clari, then watch your CRM update automatically with those changes. Non-CRM data (i.e. emails, meetings, contacts, etc.) is also captured and enriched by Clari and can be written back to CRM.

Achieve predictable revenue

Use historical CRM data to power your predictive revenue engine in Clari. Let Clari learn from your past quarterly performance, then apply that learning to the present and predict where you’ll land with incredible certainty.

Salesforce & Copilot

Bring contextual sales data from SFDC into Clari Copilot and vice versa with our one-click integration with SFDC. Sales teams can also update CRM data fields from Clari Copilot, review calls faster, and stop jumping between tools to get their work done. 

Integration Diagrams

Data

Opportunities

Opportunities

Accounts

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Forecasts

Activities

Activities

Salesforce
Salesforce
Data

Opportunities

Opportunities

Accounts

Accounts

Forecasts

Forecasts

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Tasks

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Every drop of revenue counts

Stop revenue leak and take back what's yours