A Record Type in Salesforce lets you define different business processes, page layouts, and picklist values for the same object type (such as Leads or Contacts). Many organisations require every new Lead or Contact to have a specific Record Type assigned for tracking purposes.
Lusha lets you set a default Record Type that will be applied automatically whenever you export a contact or lead to Salesforce.
💡 Note: You need Admin permissions in Lusha to enable this setting.
How to configure a default Record Type
Log in to your Lusha dashboard.
Go to Integrations and click Manage next to Salesforce.
3. Go to the Settings tab.
4. Toggle on the Record Type option and select your default Record Type from the dropdown.
You're all set - the selected Record Type will now be applied automatically when you export contacts or leads from Lusha to Salesforce.
FAQs
Do I need to create new Record Types in Salesforce first?
Your existing Salesforce Record Types are already available in Lusha. Any new Record Types must be created in Salesforce before you can select them in Lusha.
What happens if I don't set a Record Type in Lusha?
Salesforce will use its default behaviour - assigning the default Record Type for the user's profile, or the Master Record Type if no others are configured.
Can I set different Record Types for different users or teams?
The default Record Type setting in Lusha is global across your account. For team-specific configurations, manage that through Salesforce user profiles and workflows.
Can I change the Record Type in Salesforce after exporting from Lusha?
Yes, you can manually update a Record Type on any Lead or Contact in Salesforce after export, as long as you have the correct permissions.
Not sure which Record Type to use?
Ask your Salesforce administrator - they'll know which Record Types are in use across your teams.