SimpleCheck
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Salesforce lead qualification: know who can pay before you dial.

SimpleCheck integrates with Salesforce to add verified financial qualification data to your lead records at opt-in. Your sales team sees credit score, available credit, and income before the first call.

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What Salesforce does well, and the one thing it cannot do

Salesforce is the world's largest CRM platform, used by enterprise sales teams and scaling businesses alike. It handles lead management, opportunity tracking, workflow automation, and reporting. Salesforce's native lead scoring uses behavioral and demographic data but lacks financial verification.

How SimpleCheck integrates with Salesforce

No rip-and-replace. SimpleCheck adds financial qualification data to your existing Salesforce setup without changing your workflows, forms, or pipeline structure.

  • SimpleCheck connects to Salesforce via API or Zapier
  • Financial data populates custom fields on the Lead or Contact object
  • SmartRoute qualification tier maps to Salesforce lead status or custom picklist
  • Assignment rules can incorporate financial thresholds for routing
  • Reporting dashboards can segment pipeline by credit tier for sales managers

See SimpleCheck data inside Salesforce live

On the demo call, we pull your own financial data and show you exactly what your Salesforce contact records would look like with SimpleCheck connected.

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Financial data right inside your Salesforce records

Every lead's financial profile appears as custom fields in Salesforce before anyone picks up the phone. No switching tools. No manual lookups. The data is just there.

Standard data includes credit score, available credit, and reported income. Additional data points are available as needed, including home equity, investment accounts, tradelines, and debt-to-income ratio. See full pricing and data options →

CUSTOM FIELDS ON SALESFORCE CONTACT RECORD

Build Salesforce List Views and Reports filtered by credit score, available credit, or qualification tier. Create targeted lead lists for closers vs setters vs nurture. Every rep works a segment matched to what they can actually close.
Salesforce Flows route leads automatically based on verified financial data. Qualified leads enter closer assignment. Borderline leads hit setter Sequences. Unqualified leads trigger nurture Campaigns with different offers. One funnel, three outcomes.
See pipeline value segmented by financial qualification. Know exactly how much revenue is sitting in qualified vs borderline vs unqualified stages. Stop guessing which deals will actually close.

What happens when Salesforce gets real financial data

"It has completely changed our business. Our close rate went from right around 25% to a little over 50%. There's nothing even remotely close to it."
Joey Western, 8-figure sales agency
See all client results →

Salesforce + SimpleCheck FAQ

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Your Salesforce has everything except the answer to "can they actually pay?"

600+ businesses across 80+ industries use SimpleCheck to add financial lead qualification to their CRM. See it work with Salesforce on a live demo.

Book a DemoStart Free Trial - $97/mo

No contracts. No SSN required. Works with Salesforce and 10+ other CRMs.