Salesforce integration

Leadspicker writes your outreach into Salesforce as Leads or as Contacts and Accounts, and turns replies into opportunities and tasks for the right user.

What you get

Leads, or Contacts linked to Accounts. You choose which one a Leadspicker contact becomes.
Opportunities at the stage you choose; Salesforce has one list of stages, so there is a single pipeline.
Tasks assigned to the Salesforce user mapped to the sender.
Campaigns, list views and opportunities as sources for imports and exclusion lists.

For the tabs and options every CRM shares, see How CRM integrations work.

Connect Salesforce

Have a Salesforce admin install the app
On Settings → Apps → Salesforce, the button Install Leadspicker in Salesforce opens the installation. A Salesforce administrator does this once per Salesforce organisation.
Come back and connect
Return to the Salesforce page in Leadspicker and connect your account with the Salesforce sign-in, as an owner or admin of the Leadspicker organisation.
Choose the record type
On General, under Salesforce records, pick Leads or Contacts & Accounts before you touch the field mapping.
Map, switch on, save
Set the scope and triggers, check Field Mapping and User Mapping, turn Enabled on and Save.

The Salesforce page before connecting: the connect link and the note that an administrator installs the Leadspicker app first

Leads, or Contacts & Accounts

Mode	What is created	Opportunities and tasks
Leads (default)	One Lead per contact, with the company stored on the Lead itself.	Salesforce cannot relate an opportunity to a Lead, so an opportunity created by a rule stays unlinked and a task stays on the Lead.
Contacts & Accounts	A Contact linked to its Account.	The opportunity belongs to the Account, and a task can be filed under the opportunity.

Workflows inside Salesforce

Which rules make sense depends on the mode.

Salesforce Actions tab: a positive reply creates a deal in the Sales pipeline at Qualification, a maybe reply creates a task, a newly added contact gets its Lead Source set

When	Then	What the rep sees in Salesforce
They reply to your email, Positive (Contacts & Accounts)	Create a deal at stage Qualification, plus Create a task	An opportunity on the Account, and under it a task Reply from … (Positive) with the reply text, owned by the mapped user.
They reply, Positive (Leads)	Create a task	A task on the Lead with the reply. The rep converts the Lead as usual and the opportunity comes from that conversion.
They accept your connection request	Update properties: lead status → Working - Contacted	The Lead moves to the status your list views and reports already use.

Import from Salesforce and exclusions

Import. Import → From CRM on a list brings in Leads or Contacts & Accounts: everything, one campaign or one list view, hourly if you want. In Contacts & Accounts mode you can also import the contacts on opportunities.
Exclusions. Exclude all contacts, all companies, selected campaigns and list views, or the people on opportunities at chosen stages.

Import from CRM: choosing the CRM to import from

Do I have to be a Salesforce administrator?

Only for the one-time installation. After that a Leadspicker owner or admin connects with an ordinary Salesforce user.

Leads or Contacts & Accounts?

Leads if your team qualifies in the Lead object and converts by hand. Contacts & Accounts if rules should create opportunities linked to the account.

Still stuck? Email support@leadspicker.com or use the chat in the app.

Last updated 2026-11-12