The Salesforce integration turns every new Swopi lead into a Lead (or Contact) right in your Salesforce. Web-card leads and manually added contacts show up in Salesforce — ready for your sales team.
One-way push via the Salesforce REST API. Swopi never deletes anything in Salesforce. The connection is native OAuth — sign in with Salesforce and click Allow, no API keys to paste.
#Prerequisites
Your Salesforce edition must include API access. For the smoothest setup we recommend connecting with a System Administrator account. Non-admins need Create/Read/Edit on Lead, Contact, Account and Read on Campaign.
#How to connect
Dashboard → Integrations → Salesforce:
- Pick the environment — Production account or Sandbox account. (We recommend starting with a sandbox and sending a few test leads.)
- Click Connect Salesforce → sign in with your Salesforce account.
- On the Salesforce screen click Allow.
- Done — you're returned to the configuration and leads start syncing.
#Sync settings
| Option | Description |
|---|---|
| Automatic sync | Leads are written to Salesforce right after capture. Turn off for manual sending. |
| Primary sync object | Write leads as a Lead or a Contact. |
| Campaign ID (optional) | Adds every new lead to the given Salesforce campaign (Campaign Member). |
#Field mapping
| Swopi field | Salesforce |
|---|---|
| Name | FirstName / LastName |
Email |
|
| Phone | Phone |
| Company | Company (Lead object) |
| Job title | Title |
| Note | Description |
Leads are deduplicated by email — an existing record is updated, a new one is created.
#How it works
- Leads added manually in the dashboard and from a web card sync automatically; push older contacts once via Sync to CRM → Salesforce.
- Use Create test lead to verify the connection.
- Everything is logged in Sync Logs (success/error).
#Troubleshooting
| Symptom | Fix |
|---|---|
| "Access wasn't granted" | Connect with a System Administrator account and click Allow. |
| Lead wasn't written | Check that your Salesforce edition has API access and the integration user has rights on the object. |
| "Connection waiting to activate" | The one-time Swopi setup hasn't finished yet (activates shortly after deploy). |
#Disconnecting
In Integrations → Salesforce click Disconnect — access is removed and writing stops; the tile returns to "Set up". Records already created in Salesforce remain.
Integration contact: support@swopi.co
#Field mapping
Choose which Swopi field goes into which field here in the Field mapping tab (Dashboard → Integrations → this integration). How it works + the defaults: Field mapping.