Salesforce

Create, update, and search Salesforce records from SyncGTM to automate CRM data management and enrichment.

Integration: Salesforce
Category: CRM
Authentication: SyncGTM credits — no external API key
Actions: 3
Plans: All plans, including free

What it does

Keep leads, contacts, and accounts in sync with enriched data, automate record creation from inbound signals, and eliminate manual data entry.

Salesforce is a SyncGTM native integration — it runs on SyncGTM credits, so there is no external Salesforce account or API key to connect.

Adding the integration creates an Action column. It behaves like any other Action column — same dynamic variables, same Auto Run triggers, same per-row test before you run the whole column.

Available actions

Action	What it does
Create Record	Create new record in Salesforce.
Update Record	Update existing record in Salesforce.
Search Records	Search records within Salesforce.

Each action is its own column. Pick the one you need when you add the integration — you can add more than one from the same integration to a table.

The record flow

The actions above chain into the one loop every CRM integration runs: import records, search whether the record already exists, then create it if it does not or update it if it does. The full pattern is on the CRM page.

Step	Action	What to know
1. Import records	Search Records	Salesforce has no separate bulk-fetch action — a broad Search Records column is the import, filtered to the leads, contacts or accounts you want. Turn on Enable Auto Import to re-run it on a frequency — new and changed records arrive on their own. See Manage scheduled imports.
2. Search for the record	Search Records	The same action, narrowed to one record. Match on parameters with operators — `is`, `is not`, `contains`, `is empty`, `greater than`. Match on something stable, a work email or a company domain, never a name or title. Returns the matching record’s ID.
3. Create or update	Create Record / Update Record	Create when the search returned nothing; update the record ID it returned.

Wire step 3 with a conditional formula column that reads the search result and outputs create when it came back empty or update when it returned an ID, then auto-run each write column off that flag. Bring the Salesforce record ID on import — it is the key the update writes to, and matching back by name or email afterwards is how duplicates get made.

Setup

Click Add Action in the top right of your table and open the Integrations tab.
Select Salesforce, then choose the action you want the column to run.
Map the required inputs to your existing columns using dynamic variables.
Choose whether to Auto Run the action. If you do, pick the trigger column that fires it.
Test on the first row with the play button.
Run the whole column from the ▶️ in the column header.

Integration
Attio	CRM
Close	CRM
HubSpot	CRM
Pipedrive	CRM

Next steps

CRM — how this category fits into a table
Integrations — adding an integration, and the full category map
Actions — configuring and auto-running an action column
Credits — how usage is billed
Salesforce on syncgtm.com — the product page for this integration