Activity Sync & Pushing Prospects to Salesforce

Activity Sync is designed to automatically track and sync updates about your prospects’ interactions to your Salesforce workspace. This ensures that all relevant activity is seamlessly transferred without manual effort. By keeping data up to date across systems, Activity Sync saves time and streamlines workflows, helping teams work more efficiently and with greater accuracy.

If you’d like to automatically send activity data to Salesforce along with your prospects, make sure this option is turned on.

The following activity types will be synced:

• AI Label Added

• Label Added

• Label Deleted

• Prospect Invited to Connect

• Prospect Accepted Connection

• Prospect Booked a Meeting

• Prospect Replied

• Prospect Marked as Customer

• Prospect Marked as Lead

• Message Received from Prospect

• Message Sent to Prospect

• Message Link Clicked

• Email Sent to Prospect

• Email Received From Prospect

• Email Link Clicked

In Salesforce, you will find this info exported to the Activity History section as Tasks.

Assigning a Contact Owner for Activity Sync

To begin syncing any activity, you will first need to assign a Contact Owner to link this activity to.

Not all owners may appear in the dropdown list by default, but you can still use the search bar to find any owner across all your Salesforce accounts.

When you start syncing prospect data through Activity Sync, this is the Owner that will be assigned to those contacts. 

Quick note about Activity Sync

By default, the platform doesn't send activities to the Account record in Salesforce. If you want to relate Contact activity to its Account, go to Salesforce Setup → Platform Tools → Feature Settings → Sales → Activity Settings, and toggle ON the “Roll up activities to a contact’s primary account” setting. This way each Contact's activity in Salesforce will be related to their respective Primary Accounts as well.

Once you start using the integration, it’s helpful to know that you can manually sync the data between Salesforce and the platform at any time. This ensures any new Accounts or Owners added in Salesforce will show up in the platform interface:

Simply click the Sync Data button at the top of the Salesforce Integration Settings page to start the sync. The sync takes up to 5 minutes, but usually happens faster.

With Activity Sync and multiple push options, we ensure your Salesforce workspace stays up to date automatically. For any questions or troubleshooting, contact the Customer Support team.