The Salesforce integration allows you to keep prospects, leads, and contacts up-to-date. You can connect your Salesforce account from the Settings > Integrations.

Then you need to set up the following settings:

  • User mapping. Match prospects owners in Overloop with users in Salesforce if their emails are the same on both platforms.

  • Field mapping. Define how data matches between Overloop and Salesforce. Read more here.

Once the setup is done, you can choose between these 2 options:

1-way integration (Overloop > Salesforce)

Set up a workflow to create a new lead, contact, account, or opportunity in your Salesforce account. You can create a new workflow for the Salesforce integration, or add the Salesforce step to any existing workflow in your account.

  1. Navigate to the Workflows page and create a new Workflow or open an existing one.

  2. For a new workflow, configure the Enrollment Strategy.

  3. Add a Salesforce step.

  4. Choose the type of record you want to create (Lead, Contact, Account, Opportunity).

If such a record is already present in your Salesforce account, nothing happens.

2-way integration (Overloop < > Salesforce)

Read our article dedicated to the bi-directional sync and understand how to create prospects, contacts, and/or leads and update info both ways.

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