Salesforce integration

Import accounts and contacts from Salesforce, research them and write the answers back into Salesforce fields.

What you can do

Import reports and views
Start a Compelling list from a Salesforce report or view of accounts or contacts.
Write answers into fields
Map Insight columns to standard and custom Salesforce fields, for accounts and contacts.
Update instead of duplicate
Existing records are matched by domain or by a matching across several fields, for example when franchise stores share one domain.
Keep both in sync
Compelling lists and your Salesforce data stay aligned, with field-level control over what is written.

1In Compelling, open Integrations and choose Salesforce.
2Sign in to Salesforce and approve access to accounts and contacts.
3Choose how existing records are matched: by domain or with the custom matching across several fields.
4Save a default mapping, then start a list from Salesforce or sync a list to it.