Campaigns, documents, and advanced features
Connect Salesforce and other CRMs
Elite support2 min readThe quick answer
Supported CRM connections can synchronize contacts and tracked activity according to their configuration. Review plan, administrator setup, mapping, backfill state, and connection status before expecting a result.
Connect an automation or CRM
Review the integration
Open Settings → Integrations. Native CRM connections depend on plan, configured provider credentials, and the connection's displayed readiness state.
Connect with limited access
Use the provider's Connect flow for a native integration. Zapier and Make use scoped API tokens; select only the necessary event/contact/webhook/send scopes.
Map the event or fields
Choose the event and matching contact identity. First-open, first-click, and first-document-view triggers measure different activity.
Test and monitor
Use a fictional contact and controlled message. Confirm both the Elite event and the destination's result, including duplicate/retry handling.
IN YOUR WORKSPACE
What it looks like
CRM contact synchronization feeds the shared Contacts workspace.
- Search and filters
Find contacts and review the audience before sending.
- Contact records
Open a contact to inspect its details and activity.
