Salesforce Integration

We now offer a native integration with Salesforce, making it easier than ever to keep your workflow smooth and your data where it belongs.

In this article, we’ll walk you through how to connect your Salesforce account and set things up so everything runs smoothly.

To get started, head over to the Integrations tab in your dashboard. Find Salesforce in the list, and click Connect.

You’ll be redirected to the Salesforce login page.

💡 Already logged in on your browser? You might skip the login screen altogether.

Just enter your Salesforce credentials and hit Log In.

Please note: To complete the integration successfully, you’ll need to grant the following permissions 👉🏻

Once you're successfully connected, you should be brought back to the platform and see this screen.

If the redirect didn't occur, go to the Integrations tab, find Salesforce and click Manage:

After connecting, please verify that the app was successfully installed in Salesforce. If not, simply click the “Install” button to complete the setup.

Once the integration is connected, the following prospect data can now be pushed to the default fields in Salesforce:

If you want to sync additional data points, you can do so using Custom Fields. See the article below for further instructions:

➡️ How to Set Up Custom Fields in Salesforce

This integration allows you to choose which Contact owner in Salesforce should be displayed as pre-selected when pushing prospect information through a campaign step, directly from your inbox, or from the Prospects tab.

You can always come back and change the Contact Owner at any time.

To configure this:

A fallback Account is a specific Account is your Salesforce workspace which any Salesforce Contact without Company data is linked to when pushed.

If you want to push a prospect’s company to Salesforce not only as a custom field, but also as an Account Object, you’ll need to set up a Fallback Account. Without one, you won’t be able to turn on company-to-account syncing — whether through manual push or activity sync.

If you don't plan pushing companies as Account Objects, you can leave this field empty.

You can either choose an already existing account to send the data to or create a new one by clicking + New Account.

Just enter a name for your new Account and click Create. The new Account will be added to your Salesforce automatically. If you don't see it appear shortly after, click Sync Data at the top right corner of the screen and check back in a few minutes.

❗️ This feature can only be enabled once you’ve set up a Fallback Account.

When this toggle is turned on, any prospect pushed to Salesforce via Activity Sync will either be:

Activity Sync is designed to automatically track and sync updates about your prospects’ interactions via our platform 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:

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

To begin syncing any activity, you will first need to select a CRM 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.

By default, we don'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 our platform at any time. This ensures any new Accounts or Owners added in Salesforce will show up in our 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.

There are four ways to push a prospect to Salesforce.

❗️ Before you get started, make sure all your settings are properly configured for convenience.

To push a prospect from the Inbox tab, open the conversation with them, then click the three-dot menu in the top right corner. Select Push to Salesforce from the dropdown.

At this step, you can still change the CRM owner you want to link the prospect to. However, the owner shown as preselected is the one you set up in your Global Settings during the integration setup.

Select the Push to CRM campaign step to automatically sync every prospect from your campaign to Salesforce:

At this step, you can still change the CRM owner you want to link the prospect to. However, the owner shown by default is the one you set up in your Global Settings during the integration setup.

You can also push prospects directly from the Prospects page. Just select the prospects you want, choose Push to CRM, and then pick Salesforce from the dropdown menu:

As with the other two options, the owner shown by default is the one you configured in your Global Settings during the integration setup. You can change it if you want.

If Activity Sync is enabled, a prospect who engages in an activity via our platform will be automatically pushed to Salesforce, even if they don’t yet exist in your Salesforce database.

If you run into any issues or have questions along the way, don’t hesitate to reach out to our Customer Support team.