Authorize Rereflect via Salesforce OAuth in one click. We securely connect to your Salesforce org.
Customer feedback is automatically linked to Salesforce accounts and opportunities by email address.
See ARR, renewal timing, and the highest-value open opportunity alongside feedback, and prioritize accordingly.
Feedback is automatically matched to Salesforce contacts and accounts by email address.
See deal stage, amount, and close date alongside customer feedback.
Annual revenue and a renewal-date proxy (the highest-amount open opportunity) are pulled in for every account.
Prioritize feedback from high-value accounts. Know which pain points affect your biggest customers.
Opt in to push Rereflect's calculated health score back into a numeric Contact field you choose — kept in sync automatically as scores change, so CSMs see it right in Salesforce.
Opt in and Rereflect reads closed-lost Opportunities of the renewal types you name and proposes them as churn labels. They are suggestions, never labels: each one waits in a review queue for a human to confirm or reject, because a lost renewal is not always a churn. Off until you configure it — name no opportunity types and nothing is suggested.
Navigate to your Rereflect dashboard and open the Integrations page.
You'll be redirected to Salesforce to authorize Rereflect via OAuth. Note: only one CRM (HubSpot or Salesforce) can be active per organization at a time.
Grant Rereflect read access to accounts, contacts, and opportunities.
Company, ARR, renewal date, and opportunity stage/amount are pulled in automatically.
Feedback is enriched with CRM context automatically. Segment and prioritize by account value on your dashboard.
Create a numeric custom field on the Contact object in Salesforce (e.g. Rereflect_Health_Score__c), then enter its API name in Settings → Integrations → Salesforce and turn on writeback. The existing OAuth scope already allows the write — no reconnect needed.