DarcyIQ's Salesforce integration transforms how consulting firms and system integrators manage their sales pipeline. By automatically capturing opportunities from client conversations and maintaining synchronized deal progress, this integration eliminates manual data entry while ensuring your CRM reflects real-time project status and technical requirements.

How this integration works

  • Automatic Opportunity Creation: DarcyIQ analyzes meeting transcripts and documents to identify sales opportunities and automatically creates them in Salesforce with accurate deal sizing and technical requirements


  • Real-Time Deal Sync: Maintains consistency between technical project details and CRM records, ensuring sales teams always have current information about deal status and technical scope


  • Intelligent Lead Scoring: Leverages historical project data to automatically score and prioritize leads based on technical fit and past successful engagements


  • Seamless Documentation Flow: Links generated statements of work, architecture diagrams, and technical proposals directly to Salesforce opportunities for complete deal visibility


  • Automated Follow-up Management: Tracks proposal delivery and client engagement to ensure timely follow-up and deal progression


  • Intelligent Data Exploration: Chat with DarcyIQ to explore your Salesforce data, analyze pipeline trends, and get instant insights about deal performance and opportunities

Getting Started

  1. Connect your Salesforce instance through the DarcyIQ integration portal

  2. DarcyIQ automatically syncs with your existing Salesforce structure - no field mapping required

  3. Set up automated workflows for opportunity creation and updates

  4. Enable automatic tagging and deal categorization

  5. Start exploring your CRM data through natural language conversations with DarcyIQ