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Native Salesforce Integration
Native Salesforce Integration

How to integrate via Salesforce on the Portal

Emma Dixon avatar
Written by Emma Dixon
Updated over a week ago

Please note: our native integration only runs every 24 hours and does not support contact extension. For a more flexible Salesforce integration please see this guide.

Click on the connections tab in your navigation banner.

Click on the Connect to your Salesforce Admin Account button

Log in with your details

NOTE: Please ensure you log in to a Salesforce account which has full access to your CRM.

Choose your desired sync by clicking on the property mapping button

Amend the existing fields using the edit button, or click Add new property mapping to map up a new field

Press confirm once complete.

When you are ready to sync, press Yes on the completed syncs and then press sync now.

The estimated time of completion for the sync tends to be around 48 hours. 

PLEASE NOTE: If you change your Salesforce password, you will need to reconnect your Salesforce account.

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