Salesforce for PSA

Why Integrate Salesforce with Keka? • Prevent Data Leakages: Automatically transfer opportunities from Salesforce into Keka, ensuring no lead or deal slips through the cracks. • Sync Opportunity Stages: Keep your opportunity stages in sync so that sales milestones in Salesforce are reflected in Keka. • Estimation & Billing: Easily create resource and cost estimations in Keka as opportunities progress. • Convert to Projects: Once an opportunity is marked as “Closed Won” in Salesforce, convert it into a full-fledged project in Keka—without losing any critical information.