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Documentation Index

Fetch the complete documentation index at: https://docs.spotzee.com/llms.txt

Use this file to discover all available pages before exploring further.

The Salesforce integration pulls your CRM data into Spotzee on a recurring schedule. No CSV exports, no manual imports. Connect once via OAuth, pick the objects you want, and Spotzee keeps your audience data current.
The Salesforce integration is a one-way sync from Salesforce into Spotzee. Spotzee never writes back to Salesforce. Setup requires the project admin role.

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What gets synced

You can sync three Salesforce object types, individually or in any combination:
ObjectWhat it representsUse it for
LeadProspects who haven’t converted yetTop-of-funnel marketing, nurture sequences
ContactExisting customers and qualified prospectsCustomer comms, upsell, retention
CampaignMemberPeople tied to specific Salesforce campaignsTargeted sends keyed off Salesforce campaign membership
For each synced object, Spotzee pulls the fields you map: email, name, phone, plus any custom fields you nominate during setup.

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How sync works

Two mechanisms keep Spotzee current:
  • Initial sync. When you finish setup, Spotzee runs a full pull of every record matching your sync rules.
  • Incremental sync. After the initial pull, every subsequent run only fetches records whose LastModifiedDate is newer than the previous successful sync. That keeps API usage low and runs fast even on large orgs.
Each synced record gets tagged with a unique external ID combining your integration, object type, and Salesforce record ID. That’s how Spotzee dedupes across runs and matches Salesforce records back to Spotzee users.

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Setup at a glance

Bringing the integration live takes four steps:
  1. Connect your Salesforce org via OAuth.
  2. Pick the objects you want to sync (Lead, Contact, CampaignMember, or any combination).
  3. Configure sync rules to filter which records flow in.
  4. Map fields from Salesforce to Spotzee user properties.
Until all four are complete, the integration sits in Incomplete status and won’t sync. Once they’re done, status flips to Active and the initial sync kicks off.

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Multiple Salesforce orgs

You can connect more than one Salesforce org per project. Each gets its own integration record, sync rules, and field mappings. One restriction: a single Salesforce org can only connect to one Spotzee project at a time.

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Next steps

Connect Salesforce

OAuth flow, environment selection, what happens after authorisation.

Configure sync rules

Pick which objects to sync and filter records with rules.

Map fields

Map Salesforce fields to Spotzee user properties, including opt-out.

Operations

Manual sync, frequency, health checks, logs, status badges.