Connect OnRamp to Salesforce (Legacy Integration)

Last updated: March 13, 2026

Note: The legacy Salesforce integration has been replaced by Integrations+. If you’re setting up a new connection, see Connect to Salesforce Using Integrations+. This article covers the legacy setup for existing users.

Before You Begin

  • You must be an OnRamp Admin to configure this integration.
  • The Salesforce user used to authenticate must have permission to create and update fields.
  • Only one user needs to complete the connection for the whole org.

Step 1: Connect Salesforce to OnRamp

  1. In OnRamp, go to Settings → Integrations.
  2. Find the Salesforce tile and click Connect.
  3. Log in and approve access using your Salesforce credentials.

Step 2: Select the Object to Sync

  1. Click the info icon (i) on the Salesforce card.
  2. Select the Salesforce Object to sync with — e.g. Opportunity, Account, or Lead.

This determines where new OnRamp fields will appear in Salesforce.

Step 3: Link Projects to Salesforce Records

  • When creating a project, search for and select a Salesforce record to link.
  • Or, open an existing project and go to Settings → Integrations to link it after the fact.

Once linked, project updates sync to Salesforce automatically.

Step 4: Display OnRamp Fields in Salesforce

OnRamp automatically creates fields on your selected Salesforce Object, including:

  • OnRamp Project Status
  • OnRamp Project Owner
  • OnRamp Project Progress
  • OnRamp Project URL

Add these fields to your Page Layouts in Salesforce to see live updates.

Step 5: Sync Project Notes

Notes added to an OnRamp project sync to the linked Salesforce record (if that Object supports Notes). Updates in OnRamp reflect in Salesforce automatically.

Step 6: Enable Incoming Opportunities

  1. Go to Projects → Incoming.
  2. Click Approve Permissions to allow OnRamp to pull in new Opportunities.

Once enabled, OnRamp checks Salesforce every 5 minutes and surfaces Closed-Won Opportunities from the past 45 days. Click Create Project directly from the list.

Tips & Troubleshooting

  • Rearranging fields in Salesforce? Adjust your Page Layouts just like any custom field.
  • Notes not syncing? Confirm Notes are enabled on your selected Salesforce Object.
  • Incoming tab empty? Only deals closed after you granted access will appear.