Salesforce

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

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

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.

Setup

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

Related integrations

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