Salesforce
Keep your sales processes organized and streamlined for maximum efficiency and growth.
Connect RevvedUp with Salesforce for unified sales operations. Enable seamless data synchronization, automated lead management, and comprehensive engagement tracking.
Connecting Salesforce
Navigate to Integrations → Salesforce
Click Connect
Choose environment (Production/Sandbox)
Log in with Salesforce credentials
Approve permissions
Requirements: API access enabled, Marketing User or Admin profile recommended
Managing Your Connection
View connection details:
Instance URL
Connected username
Environment type
Field mappings access
Field Mapping
Salesforce detects all standard and custom fields automatically.
Standard Objects
Lead: Email, Name, Company, Title
Contact: Email, Name, Account, Title
Account: Name, Website, Industry, Employee Count
Custom fields show with __c suffix. See CRM Field Mapping for configuration.
Working with Salesforce Data
Import Options
Campaigns: Import Leads/Contacts
List Views: Apply filters, respect permissions when creating campaigns
Reports: Coming soon
Lead vs Contact
Leads sync as leads
Contacts maintain account associations
Automatic email matching
Built-in deduplication
Sync Behavior
Contact Origin Determines Sync
RevvedUp's sync operates on a key principle: how contacts enter RevvedUp determines their sync behavior.
Salesforce-Originated Contacts
Imported from campaigns or list views
Automatically sync back after any processing
Continuous two-way sync maintained
No manual intervention needed
Non-Salesforce Contacts
Added via CSV or manually
Require one-time "Push to CRM"
After first push, sync automatically forever
Smart matching prevents duplicates
What Syncs to Salesforce
Based on your field mappings:
Enriched lead/contact data
Company research information
Activities as Tasks
Campaign member status and engagement
What Syncs from Salesforce
Record field updates
Campaign membership
List view changes
Owner assignments
Account associations
Sync Timing
From Salesforce to RevvedUp
Campaign List imports: Happens within seconds of the contact added to the list.
From RevvedUp to Salesforce
Immediately After processing: enrichment, research or content generated processes
Engagement events: Real-time to the activity feed
Large batches: Up to 30 minutes
For additional sync details, see CRM Sync.
Common Use Cases
Lead Enrichment Pipeline
Create Salesforce list view
Import to RevvedUp
Enrich and sync back
Route enriched leads
Account-Based Campaigns
Target account list in Salesforce
Import related contacts
Personalize by account
Track account engagement
Best Practices
Data Architecture
Plan Lead vs Contact strategy
Standardize picklist values
Create RevvedUp-specific fields
Set proper field permissions
Performance
Index custom fields
Use selective sync
Monitor API limits
Limit list view complexity
Troubleshooting
Connection Issues
"Invalid Grant": Reconnect, check password/IP restrictions
Permission errors: Verify profile, field security, API access
Sync Problems
Records not importing: Check filters, email fields, permissions
Fields not updating: Verify mappings, field security, validation rules
Activities missing: Check task permissions, activity settings
Data Quality
Duplicates: Enable Salesforce duplicate rules
Validation errors: Review rules, check required fields
Advanced Configuration
Custom Objects: Map to campaign results, engagement scores
Process Builder: Trigger automation based on RevvedUp data
Analytics: Track ROI with unified reporting
Security & Compliance
OAuth 2.0 authentication
Respects Salesforce permissions
GDPR compliant syncing
Full audit trail
Next Steps
Pro tip: Create a dedicated Salesforce list view for testing. Import 10-20 records first to verify mappings before scaling.
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