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Your CRM is the foundation of everything in Superhawk. It supplies the accounts themselves, who owns them, what they are worth, and when they renew. Connect this first.

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What Superhawk pulls in

  • Accounts — these become your accounts in Superhawk
  • Contacts — the people at each account, with roles
  • Opportunities — stage, amount, close date, and renewal date
  • Owners — the CSM or account owner on each record

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Prerequisites

  • A Salesforce user with permission to authorise connected apps
  • The integrations permission in your Superhawk workspace

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Connecting

1

Open Integrations

Go to Integrations and find Salesforce under CRM.
2

Click Connect

You will be redirected to Salesforce.
3

Authorize Superhawk

Sign in and click Allow to grant access.
4

Wait for the first sync

The initial sync pulls accounts, contacts, and opportunities. On a large org this takes a while.
Superhawk never writes to Salesforce on its own. A task can draft a CRM update, but it only lands when you approve it.

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What it feeds

  • Your account portfolio — ARR, renewal dates, owners, stage
  • Account health — commercial context
  • Signals — stage, owner, and renewal changes
  • Briefs — the commercial position going into a call

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Troubleshooting

If OAuth fails, check with your Salesforce admin. Orgs commonly block third-party connections through IP restrictions or connected app policies, and that will fail regardless of your own permissions.
If you use a sandbox, make sure you authorise against the sandbox rather than production — they use different OAuth endpoints.