Salesforce Integration

Salestools integrates with Salesforce to automatically sync your outreach activities, leads, and contacts. Keep your CRM up-to-date without manual data entry.

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Adding the Integration

Follow these steps to connect Salesforce with Salestools:

Prerequisites

Before starting, ensure you have:

• An active Salestools account (sign up at salestools.io)
• A Salesforce account (Professional, Enterprise, or Unlimited edition)
• Admin access or API permissions in Salesforce

Step 1: Log into Salestools

1. Go to https://app.salestools.io
2. Log in with your credentials
3. Navigate to Settings → Integrations

Step 2: Connect Salesforce

1. Find Salesforce in the integrations list
2. Click Connect Salesforce
3. You'll be redirected to Salesforce's login page
4. Log in with your Salesforce credentials
5. Review the requested permissions:
   • Read and write Leads
   • Read and write Contacts
   • Read and write Accounts
   • Read and write Tasks/Activities
   • Access custom fields
6. Click Allow to grant access
7. You'll be redirected back to Salestools

Step 3: Configure Sync Settings

After connecting, configure how data syncs between platforms:

1. Go to Settings → Salesforce Settings
2. Configure the following options:

Lead/Contact Sync:

• Sync Direction: Choose "Salestools → Salesforce", "Salesforce → Salestools", or "Bi-directional"
• Match By: Email address (recommended), or Name + Company
• Create New Records: Enable to create new leads/contacts in Salesforce
• Update Existing: Enable to update existing records with new information

Field Mapping:

• Map Salestools fields to Salesforce fields
• Configure custom field mappings as needed
• Set default values for required fields

Activity Logging:

• Log Emails: Record sent emails as Activities in Salesforce
• Log LinkedIn Actions: Record connection requests, messages, and profile views
• Log Calls: Record call outcomes and notes

Step 4: Test the Integration

1. Select a contact in Salestools
2. Click Sync to Salesforce
3. Verify the record appears correctly in Salesforce
4. Check that activities are logged properly

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Usage

Once connected, Salestools automatically syncs data with Salesforce.

Automatic Sync Features

Lead Creation:

• New prospects from LinkedIn imports automatically create Leads in Salesforce
• Email recipients from campaigns sync as Leads
• Duplicate detection prevents creating duplicate records

Activity Logging:

• Every email sent through Salestools logs as an Activity
• LinkedIn messages and connection requests are recorded
• Call outcomes and notes sync automatically
• Meeting bookings appear on the Lead/Contact record

Status Updates:

• Campaign responses update Lead Status
• Positive replies can trigger status changes
• Meeting booked updates Lead Stage automatically

Sync Frequency

• Real-time: Email activities sync immediately when sent
• Every 15 minutes: Lead/Contact data syncs bidirectionally
• Manual sync: Click "Sync Now" to force immediate sync

Viewing Synced Data

In Salestools:

1. Open any contact record
2. View the Salesforce tab to see:
   • Linked Salesforce record
   • Last sync timestamp
   • Sync status and history

In Salesforce:

1. Open a Lead or Contact record
2. View the Activity History related list for Salestools activities
3. Check custom fields populated by Salestools

Campaign Integration

Connect Salestools campaigns with Salesforce:

1. Create a Campaign in Salesforce
2. In Salestools, go to Campaign Settings
3. Under Salesforce Campaign, select the matching campaign
4. Contacts added to the Salestools campaign become Campaign Members in Salesforce
5. Responses and status changes update Campaign Member Status

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Field Mapping Reference

Standard Field Mappings

Salestools Field	Salesforce Field (Lead)	Salesforce Field (Contact)
First Name	FirstName	FirstName
Last Name	LastName	LastName
Email	Email	Email
Company	Company	Account.Name
Job Title	Title	Title
Phone	Phone	Phone
LinkedIn URL	LinkedIn_URL__c	LinkedIn_URL__c
Industry	Industry	Account.Industry
Location	City, State, Country	MailingCity, MailingState

Custom Field Setup

To sync custom fields:

1. Create the custom field in Salesforce (if not exists)
2. Go to Settings → Salesforce Settings → Field Mapping
3. Click Add Custom Mapping
4. Select the Salestools field
5. Select the corresponding Salesforce field
6. Click Save Mapping

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Removing the Integration

If you need to disconnect Salesforce:

Step 1: Disconnect in Salestools

1. Go to Settings → Integrations
2. Find Salesforce
3. Click Disconnect
4. Confirm the disconnection

Step 2: Revoke Access in Salesforce

1. Log into Salesforce
2. Go to Setup → Connected Apps OAuth Usage
3. Find Salestools
4. Click Revoke to remove access

What Happens When You Disconnect

• Sync stops immediately
• Previously synced data remains in both systems
• Activity history is preserved
• Custom field data is not deleted

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Troubleshooting

Common Issues

Sync Not Working:

• Verify your Salesforce credentials are valid
• Check that API access is enabled in your Salesforce edition
• Ensure you have sufficient API calls remaining (check Salesforce limits)

Duplicate Records Created:

• Review your "Match By" settings
• Ensure email addresses are standardized
• Enable duplicate rules in Salesforce

Activities Not Logging:

• Verify Activity logging is enabled in settings
• Check that Tasks/Activities permissions are granted
• Ensure the record exists in Salesforce before activities log

Field Mapping Errors:

• Verify field types match (text to text, number to number)
• Check picklist values match exactly
• Ensure required fields have default values

API Limits

Salestools respects Salesforce API limits:

• Standard sync uses approximately 100-500 API calls per day
• High-volume campaigns may require Enterprise edition
• Contact support if you need higher limits

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Support

Need Help?

• Email: info@salestools.io
• Live Chat: Available in the Salestools dashboard
• Documentation: https://docs.salestools.io

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Last Updated: January 2025 Version: 1.0