Salesforce integration setup
How to connect Rex with Salesforce CRM.
1
Navigate to Integrations
Go to Settings → Integrations → Salesforce.
Settings›Integrations›Salesforce
2
Click Connect Salesforce
Click the Connect button.
3
Authorize via OAuth
You will be redirected to Salesforce. Log in and authorize the connection.
4
Map fields
Map Rex guest and reservation fields to the corresponding Salesforce object fields (Lead, Contact, Opportunity).
5
Set sync triggers
Choose when data syncs: on reservation creation, confirmation, or cancellation.
6
Save
Click Save and test with a reservation.
Updated May 12, 2026
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