Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, April 22 at 2:00 PM EDT

Register Free →

Sync Your GovCon Pipeline with Salesforce CRM

When contracts enter your pipeline, change phases, or get awarded, CLEATUS pushes the data to Salesforce via webhook — creating opportunities, updating stages, and logging activities. Your BD team works in CLEATUS for GovCon intelligence while Salesforce reflects the full picture.

AI Workflow workflow automation diagram
Miguel
Hillary
Keith Deutsch
Christine

Trusted by 500+ contractors

Inlead Air logo
Praeses logo
GET ENGINEERING CORP logo
AITHERAS LLC logo
SkyBridge Tactical logo
basecom logo
CALIFORNIA CONSTRUCTORS logo

Opportunity Sync

Pipeline Items Become Salesforce Opportunities Instantly

When a contract enters your CLEATUS pipeline, the workflow creates a Salesforce opportunity with mapped fields: contract title, agency (as Account), NAICS code, set-aside type, estimated value, and deadline. Phase changes in CLEATUS update the Salesforce opportunity stage. Wins and losses close the opportunity automatically.

New pipeline items auto-create Salesforce opportunities
Phase changes sync to Salesforce opportunity stages
GovCon fields (NAICS, set-aside, agency) mapped to custom fields
Win/loss closes the Salesforce opportunity with reason codes
CLEATUS workflow creating Salesforce opportunities from pipeline contracts

Full Context Sync

AI Insights and Team Activity Flow into Salesforce

CLEATUS doesn't just sync deal stages — it pushes rich context. AI qualification scores, competitive landscape summaries, amendment alerts, and team assignment changes are logged as Salesforce activities or Chatter posts. Your leadership team gets the full picture in Salesforce without asking the BD team for updates.

AI analysis posted as Salesforce Chatter updates
Amendment summaries logged to the opportunity timeline
Team assignments reflected in Salesforce opportunity ownership
Custom reporting on GovCon-specific fields in Salesforce
CLEATUS syncing AI insights and pipeline activity to Salesforce

Ready to Connect CLEATUS and Salesforce?

Sync your GovCon pipeline to Salesforce CRM — zero double entry

Automatic opportunity creation from CLEATUS pipeline

Phase changes synced to Salesforce stages in real-time

GovCon-specific fields (NAICS, set-aside, agency) mapped to custom fields

AI insights and activity logged to the Salesforce timeline

Connect via webhook to Salesforce REST API

Miguel
Hillary
Keith Deutsch
Christine

Join 500+ contractors already using CLEATUS

Related Workflows

Dotted
Workflow FAQ

Frequently Asked Questions

CLEATUS uses the webhook action node to call the Salesforce REST API. You authenticate with your Salesforce connected app credentials (via secret headers in the webhook node), and each pipeline event triggers an API call to create or update opportunities, post to Chatter, or log activities.