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Integrations

Plugs into the stack you already run.

Salesforce is native and two-way. Everything else plugs in the way your team already works — files, sheets, APIs, your AI assistant, Slack and your identity provider.

CRM

Salesforce, both directions

Sync in on your schedule. Push out when the plan is committed and the preflight looks right.

Sync in

Accounts, users, opportunities and any other object: on demand, hourly, every 2, 4, 8 or 12 hours, or daily. Only changed records are pulled. Custom SOQL rollups and calculated fields included.

Push out

Enterprise Territory Management, Account Owner, Account Teams, custom fields and BoogieBoard's reportable custom objects, plus quick, reviewed bulk updates and Account-page components.

The Salesforce integration in detail
Everything else

More ways in and out

CSV upload

Upload any account file, with preflight validation and a downloadable report.

Google Sheets

Pull a sheet range on a schedule, and export accounts and rosters back to Sheets.

Third-party API

Bring in data from any HTTP endpoint: method, headers, params and body.

AI assistants (MCP)

59 tools for Claude, Claude Code, Codex and other MCP-compatible assistants.

AI planning

REST API

Scenarios, accounts, reps, roles, territories, assignments, goals and data sources, with OpenAPI docs.

The API

Slack

Mentions, tasks and sync alerts as direct messages. Mark tasks complete without leaving Slack.

AI assistants

Your AI assistant, connected to the plan

Add BoogieBoard as an MCP server in Claude, Claude Code or Codex and your assistant can build scenarios from a CSV, create territories and goals, and look up or assign accounts — with your permissions, and recorded in the activity stream.
AI territory planning
Slack

Reviews that finish in Slack

Mentions, tasks and sync alerts arrive as Slack direct messages, and tasks can be marked complete without leaving Slack — so leader reviews keep moving even when nobody opens the app.
REST API

Build on BoogieBoard with the REST API

Keep BoogieBoard in step with the rest of your systems. Load accounts and reps, assign territories in bulk, kick off Auto-Balance and read the results, all from your own scripts, data pipelines or internal tools.
  • Scenarios, nodes, accounts, reps, roles, role assignments, balance goals and data sources
  • Bulk endpoints to assign territories, lock accounts and update properties
  • Start, stop and check Auto-Balance on any node, and trigger data source syncs
  • Named API keys you create from your profile and can revoke at any time
API docs API reference
Identity & security

Sign in the way your company already does

SAML 2.0

Any identity provider: Okta, Azure AD, Ping and more.

Social & CRM sign-in

Okta, Google and Salesforce sign-in, or a one-time email code.

MFA

Authenticator-app multi-factor authentication.

SCIM 2.0

Provision users and groups from your identity provider.

Security & trust
FAQ

Integration questions

Do you integrate with HubSpot or Microsoft Dynamics?

Not natively today. Teams on other CRMs bring account data in by CSV, Google Sheets or the third-party API source, and use exports or the REST API to send assignments back.

Does connecting Salesforce require a Salesforce admin?

Someone with permission to set up a connected app in Salesforce completes a one-time setup. After that, the connection uses OAuth with PKCE and token rotation, and BoogieBoard never stores your Salesforce password.

Can our own systems update BoogieBoard?

Yes. The REST API covers scenarios, accounts, reps, roles, territories, role assignments, balance goals, nodes and data sources, with per-user API keys and OpenAPI documentation.

See your own territories balanced — on the first call.

Bring a CSV or connect Salesforce. We'll build a balanced plan from your real accounts while you watch.

See pricing