Lead Gen & CRM seamlessly syncs with Salesforce. This enables easy data transfer.
This article provides a description of the synchronization logic process but it does not provide procedures to synchronize campaigns.
Administrators | ✓ | |
Company Managers | ||
Marketing Managers | ||
Sales Managers | ||
Salespersons | ||
Jr. Salespersons |
Once you have successfully connected Salesforce to Lead Gen & CRM, the Accounts, Pipeline, and Reports sections of Lead Gen & CRM will be removed. While you can still open the Sales toolbar, all sales activity is expected to be conducted within Salesforce.
Once the integration is complete, the Salesforce opportunity name will be displayed in the Memberships tab of the associated Lead Gen & CRM contact's record.
For more information regarding integrating Salesforce with Lead Gen & CRM, refer to Salesforce Integration Overview.
The sync between Salesforce and Lead Gen & CRM is one-to-one, meaning you can only connect one instance of Salesforce to one instance of Lead Gen & CRM.
The following table shows the relationship type and sync direction between Salesforce and Lead Gen & CRM.
Relationship | Sync Direction | |
Accounts |
Pull from Salesforce | |
Campaigns |
Two-way | |
Opportunities |
Pull from Salesforce | |
Leads |
Two-way | |
Contacts |
Two-way | |
Custom Fields |
Two-way | |
Lead Score |
Push to Salesforce | |
Events |
Push to Salesforce |
The differences between push, pull, and two-way directions while mapping fields are as follows:
Direction | Description | |
Push |
If a field is set to Push to Salesforce, the Salesforce field will | |
Pull |
If Pull from Salesforce is selected, Salesforce will override | |
Two-way |
Push-and-Pull is a smart override sync that will change fields |
Campaign synchronization is a two-way process. The logic for the synchronization is as follows:
Opportunity synchronization pulls from Salesforce. The logic for the synchronization is as follows:
Lead synchronization is a two-way process. The logic for the synchronization is as follows:
Lead Gen & CRM does not support personal accounts. You cannot sync accounts in Salesforce with contacts or leads in Lead Gen & CRM. The sync primarily syncs contact objects and lead objects from Salesforce with contacts and leads in Lead Gen & CRM. While the sync can pull account name data from Salesforce into Lead Gen & CRM, it is only to be associated with a linked contact or lead.
Personal accounts in Salesforce live in their Contacts tab. They are different entities altogether, but are housed on the Contacts dashboard. This can cause confusion when Salesforce users assume they are syncing everything in their Salesforce Contacts and Leads tabs, but all of the entities that occupy that dashboard may not necessarily be contact or lead objects or entities.
Event synchronization pushes to Salesforce. The logic for the synchronization is as follows:
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