Overview
Conversion integrates directly with Salesforce so your contacts and companies stay aligned. With a CRM connection, you can:
Automatically sync new or updated contacts and companies from Conversion into Salesforce.
Keep updates flowing both ways, so your marketing and sales teams always work off the same data.
You can manage all sync rules from the Integrations page in Settings, or during onboarding.
Connecting Salesforce
Navigate to Settings > Integrations.
Under Connect your CRM, click Connect next to Salesforce.
You’ll be prompted to authenticate your CRM account.
Log in with your Salesforce credentials. You must have full access to your organization to connect the Salesforce app.
Once connected, the syncing process will begin. Once it finishes, the status will show Synced
It may take a few hours for your CRM data to sync through, depending on how much data you have in your CRM.
Syncing from your CRM
Every 15 minutes, we sync data from Salesforce to Conversion.
Tip: Hovering over the "Synced" status shows the last time the sync completed
Here is the data we sync through:
Leads
We only sync Salesforce leads with an email address, into Conversion contacts. Once a Salesforce lead's data is synced into a Conversion contact, a link is created between the two. We sync the following information:
Fields
Syncs to Conversion variables
Activities
Syncs to Conversion custom engagements, with the the corresponding type (ex. Tasks, Events, etc.)
Contacts
We only sync Salesforce contacts with an email address, into Conversion contacts. Once a Salesforce contact's data is synced into a Conversion contact, a link is created between the two. We sync the following information:
Fields
Syncs to Conversion variables
Activities
Syncs to Conversion custom engagements, with the the corresponding type (ex. Tasks, Events, etc.)
Deduping Salesforce leads/contacts: If multiple Salesforce leads/contacts share the same email, they will be combined into one Conversion contact. Field data will be taken from the most recently updated Salesforce lead/contact.
Updating that Conversion contact will then update all Salesforce linked leads/contacts, depending on your syncing back rules (more info below).
Accounts
We sync in all Salesforce accounts into Conversion companies. Once a Salesforce account's data is synced into a Conversion company, a link is created between the two. We sync the following information:
Fields
Syncs to Conversion variables
The domain is taken from the website field and written to the "domain" Conversion variable
Deduping Salesforce accounts: If multiple Salesforce accounts share the same website domain, they will be combined into one Conversion company. Field data will be taken from the most recently updated Salesforce account.
Updating that Conversion company will then update all linked Salesforce accounts, depending on your syncing back rules (more info below).
Deleted records: By default, deleting records in Salesforce doesn't delete corresponding objects in Conversion.
Configuring Syncing Rules to Salesforce
After Salesforce is connected, click the settings ⚙️ icon to configure sync behavior back to Salesforce.
You can choose how Conversion handles:
Contacts created
Do not sync - When a contact is created in Conversion, never create it in Hubspot
Sync to leads - When a contact is created in Conversion, create a Salesforce lead with all the created variables as fields
Sync to contacts - When a contact is created in Conversion, create a Salesforce contact with all the created variables as fields
Contacts updated
Do not sync - When a contact is updated in Conversion, never update the linked contact in Salesforce
Sync to leads - When a contact is updated in Conversion, only update linked Salesforce leads
Sync to contacts - When a contact is updated in Conversion, only update linked Salesforce contacts
Sync to all - When a contact is updated in Conversion, update all linked Salesforce leads/contacts
Contacts deleted
Do not sync - When a contact is deleted in Conversion, never delete linked Salesforce leads/contacts
Sync to contacts - When a contact is deleted in Conversion, delete all linked Salesforce leads/contacts
Companies created
Do not sync - When a company is created in Conversion, never create an account in Salesforce
Sync to companies - When a company is created in Conversion, create a Salesforce account with all the created variables as fields
Companies updated
Do not sync - When a company is updated in Conversion, never update the linked account in Salesforce
Sync to companies - When a company is updated in Conversion, update the linked Salesforce account
Companies deleted
Do not sync - When a contact is deleted in Conversion, never delete linked Salesforce accounts
Sync to comapnies - When a contact is deleted in Conversion, delete all linked Salesforce accounts