Integrations: Sync RocketReach to Salesforce
RocketReach's native integration with Salesforce allows you to automatically sync your data from RocketReach into Salesforce as new leads, or as new contacts and accounts.
| ⚠️ Export-based Accounts (including Unlimited Lookup plans) will consume 1 Export Credit for each contact that is exported to Salesforce with the integration. |
📑 Contents in this article - click to jump to section:
- Supported Plans
- Video Demo
- How to link Salesforce and RocketReach
- Customizing the Salesforce Sync
- How to export contacts from RocketReach to Salesforce
- FAQ
- Custom Mapping for the Salesforce Integration
Supported Plans
To utilize our Salesforce sync feature you must be on a RocketReach Pro plan or higher AND have one of the editions of Salesforce listed below:
- Enterprise Edition
- Unlimited Edition
- Professional Edition (requires an upgrade to paid Salesforce feature)
☝️ As shown in the screenshot from the Salesforce pricing page above, the Web Services API feature is required to power the integration.
Video Demo
⏱️Time: 3:35
How to link Salesforce and RocketReach
1. To setup or manage the Salesforce integration, go to Account Setting > Integrations and select the tile for Salesforce. To enable syncing your RocketReach contact data to Salesforce, select the “Connect to Salesforce” button.
👉 Customers on RocketReach Enterprise plans can optionally connect to a Salesforce sandbox testing environment. Only one Salesforce connection is allowed at a time; once testing is complete, you must disconnect from sandbox in order to connect to the production environment.
2. Sign in to your Salesforce account to allow access. *Confirm that you are using the correct Salesforce subdomain.* After this step, “Salesforce Sync” is now set up for your RocketReach user account.
3. Every RocketReach user who wants to utilize the Salesforce sync tools will need to complete steps 1 and 2 in their own RocketReach user account.
Customize the Salesforce Sync
Once you have successfully connected your Salesforce and RocketReach accounts, you will be able to see the Salesforce Integration Settings and you can configure the default sync behavior.
1. Salesforce Export Type: You can choose whether synced data will be created in Salesforce as a Lead, or as a Contact and Account.
2. Automatically Export Contacts After Lookups: This is enabled ON by default when you first connect RocketReach and Salesforce. You can change the setting anytime and turn this OFF if you wish to pick and choose which contacts are sent to Salesforce.
Having this feature turned ON will remove the “Export to Salesforce” button and push data automatically every time you lookup a new person profile and receive verified contact data.
| ⚠️ Enabling Automatic Export will automatically consume 1 Export Credit for every lookup that provides at least one verified phone number or email. |
3. Mappings: Enterprise customers can customize how the RocketReach data is sent to Salesforce. For full details, please see this article: Can I customize the export fields to Salesforce?
How to export contacts from RocketReach to Salesforce
When you choose to "Get Contact Info" in RocketReach, once the contact information is revealed you will have the option to export it to Salesforce.
| ⚠️ Export-based Accounts (including Unlimited Lookup plans) will consume 1 Export Credit for each contact that is exported to Salesforce using the integration. |
The data for this contact is now available in Salesforce.
The newly created Lead in Salesforce will contain rich data including:
- Emails
- Phone Numbers
- Title
- Company Information
- Industry Location and much much more.
Records created by RocketReach will be indicated by Lead Source = RocketReach Sync :
Salesforce Integration FAQ
❓What data is synced from RocketReach into Salesforce?
- Description (contains emails, links, and phone numbers that don't fit in the existing fields)
- Name
- Photo URL
- Title
- Company
- Lead source (always RocketReach Sync)
- Status
- Mobile and Other Phone Numbers
- City, State, and Country
- Number of employees
- Website
- Annual revenue
- Phone number
- NAICS code
- SIC
- Ticker symbol
- Year started
- Industry code
- Address, City, State, Country, and Postal code
❓ Can I map custom fields?
Yes! The Salesforce integration now gives Team Admins control to change what data goes where, set additional default values, or make other custom mapping decisions. This feature is available with Ultimate plans and Custom plans.
Full instructions available here: Can I customize the export fields to Salesforce?
❓How do I see errors for failed syncs?
You can view the error log in your account once you've set up your Salesforce Sync using the link below:
https://rocketreach.co/account?section=nav_gen_salesforce
❓Can I export contact information for someone that already exists in my Salesforce account?
Yes. When export your RocketReach contacts via the native integration, it will first check for an existing Lead, Contact, or Account (per your export setting). Depending on your configurations for Salesforce and the RocketReach integration, it is possible to add and/or overwrite data in Salesforce with RocketReach data.
The criteria for what will be considered a match or potential duplicate, as well as instructions on how to configure this are fully detailed in the linked article below:
(Coming Soon!)
❓I am receiving an error "duplicateResult" after trying to export to Salesforce.
Salesforce will check for an existing record (Lead/Contact/Account) in order to prevent duplicates. Sometimes, you may get a duplicate warning even if an exact duplicate doesn't exist:
- In RocketReach, the integration setting is to export as "Contact + Account" and Salesforce found an existing Salesforce Lead with matching info.
- In RocketReach, the integration setting is to export as "Lead" and Salesforce found an existing Salesforce Contact with matching info.
If the above happens, syncing will fail and Salesforce will log the error reason as duplicate result. To resolve this issue, we recommend converting the Salesforce Lead/Contact to the same type as your RocketReach integration setting.
You can view your RocketReach export-type settings here:
https://rocketreach.co/account?section=nav_gen_salesforce
To learn how to convert leads to contacts, visit the following Salesforce article:
https://help.salesforce.com/s/articleView?id=000358474&type=1
❓When I connect RocketReach and Salesforce, why am I seeing the error "The REST API is not enabled for this Organization."
This error is directly connected to the version of Salesforce that you're using. To integrate with RocketReach, your version of Salesforce must have Web Services API. This feature is included in the Enterprise and Unlimited editions of Salesforce, and is a paid add-on for the Professional Edition.
You can confirm your Salesforce edition using these instructions:
https://help.salesforce.com/s/articleView?id=000386929&type=1