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Salesforce integration

How to connect Lusha to Salesforce, configure field mapping, and set up export preferences for your team.

Written by Ella
Updated this week

The Salesforce integration lets you push contacts revealed in Lusha directly into Salesforce as Leads, Contacts, or Accounts β€” with no manual data entry. This guide covers how to connect the integration, configure field mapping, and set account export preferences.

πŸ’‘ Note: Only Lusha Admins and Managers can configure the integration. Admins must complete the initial setup first. After that, each team member needs to connect their own Lusha account to Salesforce to enable export. You must also be a Salesforce Admin to authorise the connection.

Step 1: Connect Salesforce to Lusha

  1. Log in to your Lusha dashboard.

  2. Go to Settings β†’ Integrations and select Salesforce.

  3. Choose Production or Sandbox, then click Connect.

  4. Sign in to your Salesforce account when prompted. (If you're already logged in, this step is skipped.)

  5. Click Continue to field mapping.

Step 2: Set up field mapping

Field mapping tells Lusha which Salesforce fields to populate when you export a contact. You can map fields for three record types: Lead, Contact, and Account.

  • Each Lusha field on the left maps to a Salesforce field on the right.

  • You can change any default mapping by selecting a different Salesforce field from the dropdown.

  • Toggle on Allow Override if you want Lusha to update fields that already have data in Salesforce.

πŸ’‘ Note: When adding a new field, the Lusha field type and the Salesforce field type must match. For example, a numeric Lusha field like Number of Employees must map to a numeric Salesforce field.

Default field mapping

Lead

Lusha field

Salesforce field

Email 1

Email

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

Salesforce field

Email 1

Email

Phone 1

Phone

Job title

Title

Last Name

Last Name

First Name

First Name

Departments

Department

Account

Lusha field

Salesforce field

Company Name

Name

Website

Website

Description

Description

Number of Employees

Number of Employees

For a full list of available Lusha fields, see Fields for field mapping and descriptions.

Step 3: Add predefined value fields (optional)

Predefined value fields let you automatically populate a Salesforce field with a fixed value every time a contact is exported from Lusha.

  1. Select a record type (Lead, Contact, or Account).

  2. Click + Add field and select Predefined Value.

  3. Choose the Salesforce field to populate.

  4. Enter the fixed value you want applied.

  5. Click Save changes before switching tabs.

Step 4: Set up conditional field mapping (optional)

Conditional mapping lets you trigger additional field updates when an email or phone field is enriched - useful for lead routing workflows.

  1. In Field mapping, click the Advanced button next to Email 1 or Phone 1.

  2. Use the Map dropdown to define the condition and the value to set.

  3. Click Apply, then Save changes at the bottom of the page.

Step 5: Test your mapping

Before saving your configuration, click Test Mapping at the bottom-right of the screen. Lusha will create and immediately delete a dummy Lead, Contact, and Account in your Salesforce environment to verify that your settings are valid.

If the test passes, the Test Mapping button turns green and you can click Save Changes. If it fails, Lusha will return the matching Salesforce error to help you fix the configuration.

Account export preferences

(Available for Admins only)

In the integration settings, you can control which Salesforce object types your team can export to. When the Account creation toggle is off, users can only export contacts to existing Salesforce accounts β€” they cannot create new accounts from Lusha.

πŸ’‘ Note: These settings apply to all team members in your account.

Autocomplete

The autocomplete setting matches the account name in Lusha to an existing account name in Salesforce as you type, saving time during manual exports.

You're all set - your team can now push contacts from Lusha directly into Salesforce. For troubleshooting, see Salesforce common errors.

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