Salesforce Integration Settings
Once you've connected your Salesforce account, you can customize the settings to meet your needs.
Authorization Information
You can view details about the integration user, the Salesforce user who connected the app, on the Sync Settings tab of your configuration. This section displays:
Integration User: The email address of the Salesforce user who connected the integration
Connection Date: The date the integration was initially connected
Authorization Date: The date the integration was authorized to access Salesforce
User Salesforce Permissions: The user’s Salesforce role and permission level
By clicking into "See Permissions" you can view the integration user's role and user permissions.
General Settings
In this section you can configure your integration settings for team member assignments, auto syncing, primary sync objects, and campaigns.
Integration Assignment
You can choose which team members this integration applies to. In this section, you can assign the integration to the full team or to a specific subteam, depending on how you want leads to sync into Salesforce.
Auto Sync
This toggle controls how Popl leads flow into Salesforce. You can choose between automatic syncing or manual lead selection, depending on how much control your team needs.
Auto Sync ON - Instant Lead Syncing (Recommended)
When Auto Sync is enabled, every new lead captured by any team member is immediately pushed to Salesforce.
No manual data entry
No lead selection required
Fast, fully automated workflow for maximum efficiency
Auto Sync OFF - Manual Lead Selection
When Auto Sync is turned off, leads are not automatically sent to Salesforce. Instead, admins or members choose which leads to sync. This option provides more control for teams that want to review or qualify leads first.
Admin Controls
Can sync any team member’s leads at any time.
Member Controls
Can sync only their own leads.
Admins can disable member syncing if needed.
Primary Object Sync
Adjust the toggle to choose whether you want to sync leads or contacts to Salesforce.
Primary Object - Leads
When syncing Popl leads to Salesforce as Lead records, the integration first performs a lookup to determine whether the lead already exists in your Salesforce org. This lookup uses the lead’s email address and phone number as the primary identifiers to match against existing Salesforce records.
Based on the results of this lookup, the integration will follow one of three paths:
No Lead Found → Create New Lead
If the lookup does not find an existing Lead that matches the Popl lead’s email or phone number, the integration will create a new Lead record in Salesforce. Lead ownership and any field mappings you’ve configured will be applied automatically according to your Salesforce Integration settings.
No Lead Found, but a Contact Exists → Update Existing Contact (Advanced Settings)
With update existing Contacts is toggled on in Advanced Settings (see below), if no Lead is found, the integration will then check for an existing Contact with the same email or phone number.If a matching Contact is found, the integration will update the existing Contact record instead of creating a new Lead.
This behavior ensures Salesforce does not block the sync due to duplicate matching rules, since Salesforce prevents creating a new Lead when a matching Contact already exists.
Existing Lead Found → Update Existing Lead
If a Lead is found using the Popl lead’s email or phone number, the integration will update the existing Lead.
Your update behavior is determined by the mapping settings you selected: Overwrite, Complete if missing, or Append.
Primary Object - Contacts
When syncing Popl leads to Salesforce as Contact records, the integration first performs a lookup to determine whether the Contact already exists in your Salesforce org. This lookup uses the Contact’s email address and phone number as the primary identifiers to match against existing Salesforce records.
Based on the results of this lookup, the integration will follow one of three paths:
No Contact Found → Create New Contact
If the lookup does not find an existing Contact that matches the Popl lead’s email or phone number, the integration will create a new Contact record in Salesforce. Contact ownership and any field mappings you’ve configured will be applied automatically according to your Salesforce Integration settings.
No Contact Found, but a Lead Exists → Update Existing Lead (Advanced Settings)
With update existing Leads is toggled on in Advanced Settings (see below), if no Contact is found, the integration will then check for an existing Lead with the same email or phone number. If a matching Lead is found, the integration will update the existing Lead record instead of creating a new Contact.
Existing Contact Found → Update Existing Contact
If a Contact is found using the Popl lead’s email or phone number, the integration will update the existing Contact.
Your update behavior is determined by the mapping settings you selected: Overwrite, Complete if missing, or Append.
Note: In most Salesforce configurations, when creating a contact, the contact needs to be attached to an Account record. The integration will create an account if no account exists, or update an existing account. See more in the Field Mapping Section.
Campaign Selection
If you want this integration to automatically associate new Popl leads with a specific Salesforce Campaign, you can select the campaign in this settings section.
This feature is most commonly used at the campaign integration level, where different teams may want their leads funneled into different Salesforce Campaigns. However, you are able to change the campaign in this section as you attend different events.
Advanced Settings
In the Advanced Settings section, you can choose your syncing logic and configure how notes are mapped to Salesforce. To access these options, click Show.
Once Advanced Settings are revealed, you can toggle each option on or off as needed.
Update Contact Logic
Toggling this on will apply the custom mappings that have been set under the Contacts section to a Contact, if the Contact already exists.
For example, if your primary sync object is Leads, but the synced lead already exists as a contact, we will apply the contact mappings.
Sync Notes
Have this setting toggled on to sync Popl notes to the Notes object in Salesforce
Save your Settings
Once you have configured your integration settings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the integration configuration page.
By fine-tuning these integration settings, you can ensure that Popl and Salesforce work together seamlessly—moving your leads where they need to go, keeping your data clean, and helping your team stay fast and efficient.
Once your configuration is complete, your workflow becomes fully streamlined: smarter syncing, fewer manual steps, and a smoother experience for everyone on your team.
If you ever need help optimizing your setup or have questions, reach out to our support team at [email protected].
With 🤍 from Popl.
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