Salesforce

Use this node to automatically sync accounts and contacts from your workflow to Salesforce. It creates or updates Companies (Accounts) and Contacts based on the processed records.

Use the Salesforce node when you want to:

• Push an account or contact data to Salesforce

• Keep your CRM up-to-date with new discoveries

• Automate the creation of new companies or contacts

• Enrich existing Salesforce records with custom fields

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Configuration Overview

Action Event

Choose what kind of Salesforce operation you want to perform. Currently, the supported action is:

• Sync Records: the node will create/update Salesforce records based on your sync settings.

Salesforce Account

Select which connected Salesforce account this workflow should sync with. You need to have the integration already set up.

Sync Options

You can toggle each of these depending on what you want the workflow to do:

• Create Companies Adds a new company to Salesforce if it doesn't already exist.

• Update Companies Updates existing companies in Salesforce using the matched record.

• Create Contacts Adds a new contact to Salesforce if it doesn’t already exist.

• Update Contacts Updates existing contacts in Salesforce with enriched or discovered data.

You can enable one, several, or all options depending on your sync goals.

Custom Fields

You can enrich your Salesforce sync with custom fields (on the Account or Contact object).

To push specific data from Account Intelligence to your CRM, simply select a field from the dropdown under Company/Contact Custom Fields. A suggested field name for Salesforce will appear—feel free to customize it to fit your needs.

After you save your node and run the workflow — it will sync the data of your choice to Salesforce.