PSA: Salesforce integration for opportunity sync

Managing project opportunities just became faster and more accurate. With the new Salesforce Integration in Keka PSA, businesses can now sync opportunities directly from Salesforce- ensuring that your sales and project pipelines remain perfectly aligned, always up to date, and free of manual entry errors.

What’s new?

Keka PSA now integrates with Salesforce to help project and sales teams operate in sync. No more double entry or outdated pipeline data—opportunities are now automatically pulled into Keka, supporting better forecasting and streamlined project planning.

Key benefits:

• Auto-sync opportunities from Salesforce directly into Keka PSA

• Real-time project pipeline visibility for better planning and delivery

• Eliminate manual data entry with seamless sync and field mapping

Set up in 3 simple steps

1. Connect your Salesforce account

• Go to Apps >> Salesforce for PSA

• Click Connect and enter your Salesforce domain

• Keka will fetch your existing Salesforce pipelines

2. Configure sales process

• Choose which pipelines should sync

• Set the opportunity stage from which syncing should start

• Click Proceed to configure field mappings

3. Map fields between systems

• Default fields are auto-mapped for reliability

• Create and map custom fields in Keka to match Salesforce

• Click Finish to complete the integration setup

Opportunities will begin syncing within 15–20 minutes, based on data volume.

Where to find synced opportunities?

Go to Project >> Opportunities >> Active Opportunities to view opportunities synced from Salesforce.

Who can access it?

Salesforce Integration is available to PSA customers with admin access to Apps and Integrations in Keka.

Related documentation

For detailed, step-by-step instructions on setting up this integration, please refer to the guide below:

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