Overview
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.
Use case
Instant and accurate contact enrichment - Instantly enrich your contact’s data on your CRM of choice and ensure every contact enriched by Lusha is accurate .and up-to-date.
Virtually eliminate manual data errors - Eliminate the need to jump between multiple platforms in order to copy and paste information, increasing risk of data errors.
Optimized processes - Automate the sales process to ensure your team has more time to spend reaching out and wastes less time on data entry.
Setting up the Integration
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
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.
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.
For instance, adding a 'No of employees' field, which is a numeric field type, needs to be matched to a numeric field type from Salesforce.
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 able to export up to 150 contacts at a time to Salesforce.
How do I add predefined value 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
Achieve a better enrichment experience and utilize the leads routing process by setting up a conditional field mapping in case an email or phone parent field gets updated.
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.
Autocomplete settings
Using the autocomplete feature, the account name will be automatically completed based on the account name in your CRM. This can help you save time by identifying the account name on your Salesforce.
Default field mapping
Below is the default mapping for Salesforce. If you modify your mapping and wish to revert to the original settings, refer to the table below for the source data.
Lead
Lusha Field mapping | Salesforce Field mapping |
Email 1 | |
Phone 1 | Phone |
Job title | Title |
Company Name | Company |
Website | Website |
Last Name | Last Name |
First Name | First Name |
Predefined | Lead Source |
Contact
Lusha Field mapping | Salesforce Field mapping |
Email1 | |
Phone1 | Phone |
Job title | Title |
Last Name | Last Name |
First Name | First Name |
Departments | Department |
Account
Lusha Field mapping | Salesforce Field mapping |
Company Name | Name |
Website | Website |
Description | Description |
Number Of Employees | Number Of Employees |
To learn more about field mapping values, click here.