Overview
Our Salesforce integration ensures your outreach data flows seamlessly into your CRM. Every email sent, call made, and meeting booked is automatically logged, giving your team complete visibility.
Key Features
Bidirectional Sync
- Contacts & Leads: New prospects added to Apparate automatically create records in Salesforce
- Updates: Changes in either system sync in real-time
- Deduplication: Smart matching prevents duplicate records
Activity Logging
Every touchpoint is captured:
- Email sends, opens, and replies
- Call outcomes and notes
- Meeting bookings and outcomes
- LinkedIn engagement
Custom Field Mapping
Map your Apparate data to any Salesforce field:
- Standard fields (Name, Email, Phone, Company)
- Custom fields for your specific needs
- Picklist and multi-select support
- Formula field compatibility
Setup Guide
Prerequisites
- Salesforce Professional, Enterprise, or Unlimited edition
- Admin access to Salesforce
- Apparate Professional or Enterprise plan
Installation Steps
-
Connect Your Account
- Go to Settings > Integrations in Apparate
- Click “Connect Salesforce”
- Authorize via OAuth
-
Configure Field Mapping
- Map Apparate fields to Salesforce fields
- Set default values for required fields
- Configure custom field mappings
-
Set Sync Preferences
- Choose sync direction (bidirectional recommended)
- Set sync frequency
- Configure duplicate handling rules
-
Test the Connection
- Create a test contact
- Verify it appears in Salesforce
- Check activity logging
Best Practices
Data Hygiene
- Regularly review and clean duplicate records
- Set up validation rules for required fields
- Use consistent naming conventions
Activity Tracking
- Enable automatic activity logging
- Configure which activities to sync
- Set up task creation for follow-ups
Reporting
- Create Salesforce reports on Apparate activities
- Track pipeline created from outreach
- Measure SDR performance
Troubleshooting
Common Issues
Sync Not Working
- Verify OAuth connection is active
- Check API limits haven’t been exceeded
- Ensure field mappings are valid
Duplicate Records
- Review deduplication rules
- Check matching criteria
- Run duplicate merge jobs
Missing Activities
- Confirm activity sync is enabled
- Check activity types are selected
- Verify user permissions
Support
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