Lantern &

Salesforce

Unlock the full potential of your revenue workflows with intelligent automation. Lantern's Salesforce OAuth 2.0 Integration seamlessly connects your customer data, enabling you to transform revenue signals into actionable opportunities.

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Integration Information

Why Connect Lantern To Salesforce?

Lantern isn't just another workflow tool - it's a comprehensive Revenue Intelligence Platform that unifies your customer data, automates workflows, and delivers AI-powered insights to help teams accelerate growth.

Simple Three-Click Integration

Connecting Lantern to Salesforce is effortless through our secure OAuth 2.0 process: Log in to your Lantern account Click "Connect to Salesforce" when prompted Authorize the connection with your Salesforce credentials That's it! No complex setup or technical knowledge required.

Minimum Required Permissions

For optimal performance, Lantern requires key permissions including API access, administrative views, and standard object permissions for Accounts, Contacts, Leads, Opportunities, Cases, and Campaigns. Create permissions only needed if Lantern will generate new records.

Key Features

Lantern's Salesforce integration enables you to:

Transform revenue signals across your tech stack into actionable opportunities
Automatically detect and route buying signals to the right team members
Track job changes, buying intent, and engagement signals in real-time
Create and update Salesforce records with enriched data from 8+ premium data providers
Build custom workflows with our intelligent automation engine

How It Works

Advanced Integration

Unlike basic integration tools, Lantern offers bi-directional sync with 30+ tools, AI-powered data enrichment, true signal detection across your tech stack, and enterprise-grade security with SOC 2 certification.

Simple Connection

Our OAuth 2.0 integration makes connecting secure and straightforward. After authorization, you can immediately start leveraging Lantern's features while maintaining complete control over your Salesforce data and permissions.

Comprehensive Support

You can only connect to one CRM per Lantern account. For implementation assistance, contact your Customer Success Manager who will guide you through setup and help maximize the value of your integration with personalized support.

Real-Time Data Sync

Lantern constantly monitors your connected systems to ensure all data remains synchronized in real-time. This ensures your teams always have access to the most current and accurate customer information for critical business decisions.

Common Questions

How can I learn more about billing and pricing plans?

Book a demo with one of our sales representatives to discuss billing and pricing in detail.

Does Lantern integrate with other tools?

Yes, Lantern integrates with 50+ tools. The Intelligence Platform package includes 5 integrations, while the Customer Cloud package offers unlimited integrations.

How does the free trial work?

With the free trial, you integrate your CRM with just a few simple clicks, and Lantern automatically feeds you approximately 50 warm leads. You then have access to the Lantern platform. To receive more leads, you can upgrade to a paid plan.

Can I upgrade or downgrade my plan later?

Absolutely! You can upgrade or downgrade your plan anytime by contacting your customer support team member on Slack through your organization’s personal channel.

Is my data secure with Lantern?

Yes, data security is a top priority at Lantern. We employ industry-standard security measures, including encryption, access controls, and regular audits, to ensure the safety and confidentiality of your data. Learn more about our security practices on our Trust & Security page.