Copy-pasting data directly to Salesforce is time-consuming and prone to manual errors. Lusha’s Salesforce integration automates the sales process without breaking your workflows.
Mapping Lusha data to the right fields in Salesforce is easy and maximizes sales efficiency in minutes. Follow the steps below to successfully configure your Salesforce account to Lusha!
💡 Note: Editing integration settings can only be done by the Lusha account's admin or manager.
Salesforce Field Mapping
Note: you must be a Lusha and Salesforce admin to activate the Salesforce integration
Log in to your Lusha dashboard and tap your name
Click the "Integrations" tab and select Salesforce (“Production” or “Sandbox”) from the list
After clicking "Connect", you will be directed to the Salesforce login page
A login screen will appear asking you to sign in to your CRM. The system will not ask for your credentials if you are already logged in
Then, click Continue to field mapping
Under the Field mapping environment, you will be presented with 3 types of records:
Lead
Contact
Account
If you want to edit fields for contacts already in your database, click on Allow Overwrite.
💡Note: when adding a new field, the type of field has to be the same as the Lusha field.
Each field can be changed to a different field on your Salesforce side.
The chosen fields allow you to determine which Salesforce field will get enriched by Lusha.
Push-2-CRM Technologies
Lusha’s Push-2-CRM capabilities include technographic data, supported on all
integration types with Lusha, icluding Hubspot .
Use technology field mapping to understand the prospects' needs, by their current and missing technologies, for a stronger value proposition and build more accurate ICP lists (based on geography, industry, persona, scale, and technology usage).
You can learn more about technographics data here.
How do I add predefined values fields to this integration?
1. Please choose one of the 3 available records (lead, contact, and account)
2. Click "+Add field" and choose the "Predefined Value" option
3. Select a "Salesforce field" from the available fields
4. Enter a predefined value.
5. Press the "Save changes" to confirm the changes (make sure to save before changing tabs)
Conditional field map feature
Set conditional field mapping in case an email or phone parent field got updated.
Now you can achieve a better enrichment experience and utilize the leads routing process
To create a conditional field:
In your Lusha account, navigate to the Field mapping environment
Click the Advanced button next to the 'Email 1' and 'Phone 1' fields (under the Lusha fields) to use a conditional enrichment mapping
Click the Map dropdown menu, then enter text to describe the value to create predefined fields that will be modified after the field is enriched.
To save the changes, click Apply.
Once you’re done, click Save Changes at the bottom of the page.
Account export preferences
Admins can select which object types users can export to Salesforce.
I.e. when this toggle is off in the settings tab, users will not be able to save as Contact under a new account, only to existing SF accounts.
💡Note: The settings will apply to all team members in your account.
Users are be able to export up to 150 contacts at a time to Salesforce.
To manage the export preferences:
In your Lusha account, navigate to the Field mapping environment and open the Settings tab
You can then select which object types users can export to Salesforce
Salesforce identifiers
The Salesforce Identifiers feature determines which object types already exist in your Salesforce CRM. Use this feature to prevent the unnecessary use of credits and duplications when saving contacts, leads, or accounts to your CRM.
If an object already exists in your CRM, you will see an indication, and will be updated accordingly.
💡 Lusha currently has the capability of identifying duplicates within its own objects, such as leads, contacts, or accounts. However, there are other applications and services available that are independent of Lusha but can be used alongside it. These external tools have the ability to detect and merge duplicates within other objects.
Moving forward, Lusha will introduce a new feature to enable duplicate detection within those other objects, effectively eliminating duplications within Salesforce.
To manage the Salesforce identifier preferences:
By toggling on the Existing Salesforce indicator, an indication will appear within the prospecting platform. This feature will allow users to see whether a contact/lead/account already exists in Salesforce
By clicking the Excluding Salesforce objects button, you can exclude existing Salesforce contacts/leads from bulk reveal within the prospecting platform.
Under the Field mapping environment, navigate to the Salesforce identifier tab and begin mapping the fields.
Salesforce identifier logic works with these combinations for accounts:
Company name
Or
Domain name
Salesforce identifier logic works with these combinations for leads and contacts:
First name + Last name + Company name
OrFirst name + Last name + Company domain
Or
Email address
Duplicates are identified if they fall under one of these categories.
💡Note: The admin can change the mapping and add different fields at any time.
Autocomplete settings
Using the autocomplete feature, the account name will be automatically completed based on the account name in your CRM.
