Sync rules decide what comes through. Pick the object types you want, then layer filters on top so only the records you actually need flow into Spotzee.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.
Sync rules live on each Salesforce integration record. Open the integration from your project’s Integrations menu and configure rules from there. Saving rules schedules the next sync to use them.
Pick objects to sync
You can pick any combination of three object types.Toggle objects on
In the Objects to sync section, pick the objects you want. Each toggle turns the object on or off. Selected objects show a highlight.
Lead vs Contact
Both work. Pick the one that matches the audience you’re sending to:- Sync Leads for prospects. Top-of-funnel marketing, nurture sequences, awareness campaigns.
- Sync Contacts for existing customers. Renewals, upsell, product updates, customer comms.
- Sync both when you need to message prospects and customers separately. Most B2B teams sync both.
CampaignMember
CampaignMember syncs people who belong to specific Salesforce campaigns. The targeting is already done in Salesforce, so you don’t need filter rules on top. A common pattern: sales runs aQ1 Product Launch campaign in Salesforce. You sync only that campaign’s members into Spotzee, name the resulting Spotzee list after the campaign, and trigger your launch journey from there.
Filter records with sync rules
Each rule has three parts:- Field: a Salesforce field on the object you’re syncing (
Status,Country,Industry,AnnualRevenue, custom fields). - Operator: how to compare the field value.
- Value: what to compare against.
The ten operators
| Operator | What it does | Example |
|---|---|---|
equals | Exact match | Status equals "Hot" |
not_equals | Doesn’t match | Status not_equals "Closed" |
contains | Text includes | Email contains "@company.com" |
not_contains | Text excludes | Email not_contains "test" |
starts_with | Begins with | Phone starts_with "+61" |
ends_with | Ends with | Email ends_with ".edu" |
greater_than | Numeric/date comparison | AnnualRevenue greater_than 100000 |
less_than | Numeric/date comparison | CreatedDate less_than 2024-01-01 |
is_set | Field has any value | MobilePhone is_set |
is_not_set | Field is empty | Email is_not_set |
Configure rules
Add rules
Choose Add rule, pick the field, choose the operator, and enter the value. Repeat for as many rules as you need.
Worked examples
A few rule combinations that come up often:- Hot leads only:
Status equals "Hot". One rule, AND. - Australian customers:
BillingCountry equals "Australia"ANDIsDeleted equals false. Two rules, AND. - Mid-market or above:
AnnualRevenue greater_than 1000000ORNumberOfEmployees greater_than 50. Two rules, OR. - Recent leads, excluding test data:
CreatedDate greater_than 2026-01-01ANDEmail not_contains "test". Two rules, AND.
Empty result sets
If a sync returns zero records, the most common cause is rules that are too restrictive (or the connecting user lacking access to records that match). Use the preview count to diagnose. If the count is non-zero but the sync still imports nothing, check the integration’s logs and field permissions.Next steps
Map fields
Decide which Salesforce fields land on which Spotzee user property.
Operations
Manual sync, frequency, and monitoring.
Troubleshoot
What to do when no records come through.
Salesforce overview
What the integration does and what data flows.