Integrate Salesforce with Vendasta CRMs and AI Employees

Stop reconciling data by hand and always work from the same, up-to-date information with two-way Salesforce sync for Contacts and Companies, now available in Business App and Partner Center. The integration includes AI capabilities so that AI agents employed by your and your clients in Vendasta can read from and act on Salesforce tools and data directly.
A single source of truth, across Salesforce and Vendasta
Connect Salesforce for your agency in Partner Center, or your clients in Business App, and pick what to sync. From there, the integration keeps Contacts and Companies synced across both platforms automatically. Updates made in Salesforce appear in Vendasta within minutes, and updates made in Partner Center or Business App flow back to Salesforce the same way.
Note: Deletions in one system do not automatically delete records in the other.
AI Employees can work across both platforms
AI employees operating from Business App and Partner Center can now interact with Salesforce tools and data directly to further reduce the time your teams spend on admin, giving them more time for revenue-generating efforts. As soon as the connection is made, it automatically discovers what's available in Salesforce and registers the corresponding AI functions, prompts, and capabilities. 
Salesforce as an MCP endpoint
 - AI assistants employed in Business App and Partner Center can directly interact with Salesforce tools and data. 
Auto-registered AI functions
 - Salesforce tools, creates AI functions, prompts, and capabilities are automatically discovered upon connection.
Re-running it won't create duplicates, so updates flow through cleanly. There's no extra setup; connect Salesforce, and your AI workflows can use it right away! 
Why it matters
Many teams rely on Salesforce and Vendasta side by side to manage customer relationships, and without automation, keeping the two aligned takes manual work and creates room for error. This integration removes that friction by:
Eliminating manual data entry across systems
Keeping Contact and Company information accurate and up to date
Reducing duplicate and conflicting records
Giving sales, marketing, and fulfillment teams a consistent source of truth
Letting AI assistants act on Salesforce tools and data without custom integration work
Who it's for
Partners whose agency or clients use Salesforce
SMBs using Salesforce who want their CRM data aligned with their Vendasta tools
How to access
Connect Salesforce
Navigate to Administration > Connections > Browse
 in Business App or Partner Center.
Select "Salesforce" and click "Connect Salesforce."
In the pre-connect form, choose the desired sync options and click "Continue."
Authorize the connection using "Salesforce OAuth."
Confirm that sync is enabled for "Companies" and "Contacts" on the Connection's configuration page.
Verify sync
Create or update Company or Contact in Salesforce, and confirm it appears in Business App or Partner Center.
Create or update a Contact or Company in Business App or Partner Center, and confirm it appears in Salesforce
Changes should sync within minutes.
FAQs
What does the Salesforce integration do?
It enables two-way sync of Contact and Company information between Salesforce, Partner Center, and Business App, keeping data consistent across platforms.
Who can use this integration?
Both Partners and their SMB clients. Partners manage it in Partner Center, while SMBs benefit from synced data inside Business App.
What data is included in the sync?
Currently, Contacts and Companies. Future updates may expand to additional data types.
Do AI tools in Vendasta work with Salesforce automatically after I connect?
Yes. As soon as the integration runs, Salesforce becomes available to AI assistants in Vendasta—no extra setup needed.