Integrations
Salesforce Integration
ClearStaq's native Salesforce integration is bidirectional: submit statements for analysis without leaving Salesforce, and push completed analyses back onto your Salesforce records. Your intake flow stays where your team already works.
Available on all plans — connect it from any tier.
What it does
- Salesforce → ClearStaq: statements attached in your Salesforce flow are submitted for analysis automatically. Documents arriving this way carry a "Source: Salesforce" badge in ClearStaq.
- ClearStaq → Salesforce: completed analyses (key metrics, fraud score, stacking data) are pushed back to the related Salesforce record — sync from ClearStaq to Salesforce is triggered manually with a button, sync from Salesforce to ClearStaq is automatic.
Setup
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Connect the app: Settings → Integrations → Connected Apps → Salesforce → Connect, and authorize via Salesforce OAuth.
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Install the ClearStaq Salesforce package in your org (your Salesforce admin will need an API key — generate one under Settings → Integrations → API Keys; keys are prefixed
cg_live_…and can be revoked any time). -
Map your fields: choose which ClearStaq outputs land on which Salesforce fields on your Opportunity/Account objects.
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Test with one statement: attach a statement in Salesforce, confirm it appears in ClearStaq with the Source: Salesforce badge, and check the analysis lands back on the record.
Monitoring
- Documents submitted from Salesforce appear in the Documents list like any other upload, with full analysis tabs.
- Failed submissions show as Failed status in the Documents list — the most common causes are non-statement attachments and password-protected PDFs being pushed from the CRM flow.
- API activity from the Salesforce package is visible per key under API Keys (last-used timestamps).
Why teams run intake this way
- Underwriters never tab-switch: submission, analysis, and decision data live on the Salesforce record.
- Analyses are linked to the right deal automatically — no manual client assignment.
- Salesforce reporting/dashboards can include ClearStaq fields (fraud score, true revenue, positions) once mapped.
FAQ
Which Salesforce editions are supported? Any edition that supports installed packages and API access (Professional with API add-on, Enterprise, Unlimited).
Does each analyzed statement still cost a credit? Yes — same metering as every other intake method.
Can I restrict who on my team manages the integration? Yes — the Integrations permission is a per-member toggle under Settings → Team.
We're on HubSpot, not Salesforce. HubSpot is on the roadmap (visible as Coming Soon under Integrations). Meanwhile, the API and Zapier cover custom CRM flows today.