---
title: "Salesforce Integration | FunnelFi"
url: https://funnelfi.ai/integrations/salesforce
description: "FunnelFi for Salesforce writes real-time credit verdicts, FICO bands, and program matches to Lead and Opportunity records. Trigger Flows, assignment rules, and process builders on qualified leads."
lang: en
---

← All integrations (https://funnelfi.ai/integrations)

S

CRM integration

# FunnelFi + Salesforce

Enterprise-grade credit intelligence natively on the Lead and Opportunity objects.

Quick answer

FunnelFi writes verdicts to standard and custom fields on Lead and Opportunity. Use Flow, Process Builder, or Apex triggers to route, assign, and progress records based on the verdict.

## How it works

01

### Web-to-Lead or API POST triggers FunnelFi

Configure your web-to-lead endpoint or a Flow that POSTs new Leads to FunnelFi.

02

### FunnelFi writes back via REST

Verdict, FICO band, DTI, and program match are updated on the Lead record.

03

### Salesforce automations execute

Assignment rules route qualified Leads; Flow auto-converts to Opportunity; DNQs are routed to a nurture queue.

Events sent

- verdict.qualified
- verdict.did_not_qualify
- verdict.program_matched
- verdict.needs_review

Fields mapped

- FunnelFi_Verdict__c
- FunnelFi_FICO_Band__c
- FunnelFi_DTI__c
- FunnelFi_Program_Match__c
- FunnelFi_Run_Id__c

## Setup

1. 1
   Install the FunnelFi package from AppExchange or add the required custom fields manually.
2. 2
   Add an FunnelFi Flow action after Lead create.
3. 3
   Configure assignment rules and validation rules on the verdict field.
4. 4
   Optional: build a Lightning card that surfaces program matches on the Lead layout.

## Common use cases

- Auto-convert Lead → Opportunity only when FunnelFi returns qualified.
- Assign qualified Leads by program match to the right rep queue.
- Suppress DNQ Leads from Marketing Cloud journeys.

## FAQ

Which Salesforce editions are supported?

Any edition with API access, typically Professional with API add-on, Enterprise, or Unlimited.

Is there an AppExchange package?

Yes, search for FunnelFi on AppExchange, or install the fields manually if you prefer.

Can we call FunnelFi from Apex?

Yes. FunnelFi exposes a signed REST endpoint suitable for Apex callouts.

How is data secured?

TLS in transit, signed requests, and no PII stored at rest beyond the run log.

Can we run FunnelFi on Opportunity, not just Lead?

Yes. Trigger on Opportunity create/update for post-conversion revalidation if needed.

Does this support Sales Cloud AND Financial Services Cloud?

Yes. Fields map to standard Lead and Opportunity objects in both clouds.

Learn more about Salesforce at https://www.salesforce.com/.

## Connect FunnelFi to Salesforce today.

Setup is same-day. We'll walk you through it live.

Schedule Demo: https://funnelfi.ai/schedule-call

See pricing: https://funnelfi.ai/pricing

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