Getting Snitcher and Salesforce connected unlocks two big wins: you can automatically send new leads that match your ideal customer profile straight into your CRM and you can filter on whether an identified company already exists in Salesforce.
How to connect Salesforce
To get started, navigate to the settings pages -> integrations -> CRM Name and follow the prompts. Or hit the button below.
With just a few clicks you can connect the platforms and get back to implementing.
🚨 For this integration to work:
You will need to be a Salesforce admin or have the relevant permissions enabled to authenticate the integration.
The Owner field on Accounts, Leads, and Contacts is set automatically to the Salesforce user connected to the integration, so no extra configuration is needed here.
What will this do?
The integration is a 2-way sync. This means you can:
Send companies to Salesforce.
Send contacts to Salesforce.
See in Snitcher which companies are already in Salesforce. 🎉
When an identified company already exists in your CRM, the sync happens automatically and a badge 👇 is added to that company's profile in Snitcher.
How it works?
Every time Snitcher makes an identification the system checks if the company exists within Salesforce and syncs the data.
Manually send companies to Salesforce
Click on any company profile in Snitcher that doesn't have a Synced icon next to the name (is not yet in SalesForce).
On the company profile, you will see the option to "Send to Salesforce".
Sending contacts to Salesforce
You can now send individual contacts directly to Salesforce!
Navigate to the People tab in Snitcher.
Select a contact you want to send.
💡 Pro Tip! Make sure to reveal the email address first before sending the contact to your CRM.
3. Click "Send to Salesforce" to push the contact into your CRM.
Lead Flow: Send New Companies to Salesforce as Leads
Lead Flow is an optional sync mode for the Salesforce integration. In the default (Standard) flow, Snitcher syncs to Accounts and Contacts. With Lead Flow enabled, companies that don't match anything in Salesforce are created as Leads instead.
Where to find it: on the Salesforce integration settings page, in the sync configuration - a Sync flow setting where you pick Standard or Lead Flow. (In-product description: "Standard syncs to Accounts and Contacts. Lead Flow creates Leads when no matching Account/Contact is found.")
💡 Switching sync flow (in either direction) starts a full re-sync of the integration.
What changes for companies?
Snitcher still checks for an existing Account first (matched by website). If one exists, the company is linked to it - Lead Flow never creates a duplicate Account.
If no Account matches, Snitcher checks for an existing Lead (also matched by website) and links to and updates it if found.
Only when neither exists does Snitcher create a new record - a Lead, never a new Account.
💡 On the company profile, the Salesforce tile shows a Lead or Account badge so you can see which type of record the company is linked to.
The Lead field mapping
With Lead Flow on, a separate Lead field mapping appears alongside your Companies/People mapping, controlling which Snitcher fields get written to the Salesforce Lead.
Default mappings:
Company (company name), Website, Description, Industry, Street, City, State, Country, Postal code
For contacts: First name, Last name, Email, Phone, Title
What changes for contacts?
If the company is already linked to an Account, sending a contact works exactly like Standard flow (it uses your normal People field mapping).
If the company is linked to a Lead - or isn't in Salesforce at all - each contact you send becomes its own Salesforce Lead, carrying both the company fields and the contact's details. The first contact's Lead becomes the record the company is linked to in Snitcher.
Converting a Lead
Convert the Lead in Salesforce as you normally would. Snitcher picks up the conversion automatically (the integration polls Salesforce every 30 minutes), then:
Re-links the company to the converted Account
Moves the synced contact over to the converted Contact
Imports the Opportunity, if one was created during conversion
Switching back to Standard
Turning Lead Flow off unlinks the companies and contacts that were matched to Leads, this only removes Snitcher's link to them; nothing is deleted in Salesforce and runs a full re-sync that matches against Accounts and Contacts only.
As with any sync, the re-sync writes your mapped Snitcher fields to the Salesforce records it matches.
How to send leads to Salesforce with automation?
To configure an automation that sends leads to Salesforce, you will first need to create a Segment in Snitcher.
💡 We suggest following the guide to automatically filter for relevant leads to make sure you only send engaged good fit leads and avoid cluttering up your CRM.
Once you have a Segment configured, head over to the Automations page.
👉 Select event = 'New lead'
👉 Segment = you selection e.g. 'All ICP'
👉 Action = 'Send leads to HubSpot'
🚨 It's important to be strict with the Segment (filters) you use to send leads to Salesforce when using automation. Start with a conservative approach and rather sending through too few leads until you are sure the filtering is set up correctly.
How to filter on Salesforce attributes in Snitcher?
Head over to filters and drop down the menu. With Salesforce connected you will see additional fields that you can filter on.
Here's an example Segment you can use to send notifications to specific team members when their lost deals revisit the website.
As always, have fun and feel free to drop us a message if you feel like saying hello, have an idea or need a hand getting set up 👋