Configuring Sync Settings
After connecting, you can customize exactly how data flows between Conversion and Salesforce. Navigate to Settings → Syncing to access these options.Sync Direction Settings
These settings control the overall flow of data between systems.- Inbound (SF → Conversion)
- Outbound (Conversion → SF)
Control which Salesforce records sync into Conversion:
| Setting | What it controls |
|---|---|
| Sync Leads | When enabled, Salesforce Leads sync to Conversion as contacts |
| Sync Contacts | When enabled, Salesforce Contacts sync to Conversion as contacts |
| Sync Accounts | When enabled, Salesforce Accounts sync to Conversion as companies |
Disabling a sync doesn’t delete existing data or break connections. It simply pauses new updates from that object type. Re-enabling resumes syncing for future changes.
New Contact Creation Settings
When a new contact is created in Conversion (from a form submission, import, or API), these settings determine what happens in Salesforce.Create New Records As
Choose what type of Salesforce record to create for new Conversion contacts:- Create as Salesforce Leads
- Create as Salesforce Contacts
Best for: Marketing-first workflows where new contacts should be qualified before reaching sales.
- New contacts create Salesforce Leads
- Each contact gets their own standalone company in Conversion
- Matches the typical marketing automation workflow
When Creating Contacts: Account Association Options
If you choose to create new records as Contacts, you have additional options for how they’re associated with Salesforce Accounts:Link to existing Accounts by domain
Link to existing Accounts by domain
When enabled, Conversion looks for an existing Salesforce Account whose website matches the new contact’s email domain.Example: A new contact with email [email protected] would automatically be linked to an Account with website “acme.com” (if one exists).This is useful for account-based marketing where you want new contacts automatically grouped with their company.
Create new Accounts
Create new Accounts
When enabled, Conversion creates a new Salesforce Account for contacts that don’t match an existing Account.How it works with domain matching:
- If domain matching is on: New Accounts are only created when no domain match is found
- If domain matching is off: Every new contact creates a new Account
Modifying Settings After Setup
You can change your sync settings at any time. Here’s what to know:Changing Sync Direction Settings
| Change | What happens |
|---|---|
| Disable inbound sync (e.g., turn off Lead sync) | Pauses new updates from that object. Existing data and connections remain intact. |
| Enable inbound sync | Resumes syncing for future changes. Does not retroactively sync records that changed while disabled. |
| Disable outbound sync | Puts Conversion in read-only mode. Changes stop flowing to Salesforce immediately. |
| Enable outbound sync | Resumes sending changes to Salesforce. Does not retroactively sync changes made while disabled. |
Changing New Contact Settings
| Change | What happens |
|---|---|
| Switch from Leads to Contacts | Future new contacts create Salesforce Contacts instead of Leads. Existing Leads aren’t affected. |
| Enable/disable domain matching | Only affects future new contacts. Existing contacts aren’t re-evaluated. |
| Enable/disable Account creation | Only affects future new contacts. |
Changes to sync settings take effect immediately for new data but don’t retroactively modify existing records or connections.
Frequently Asked Questions
Can I sync only certain Leads or Contacts (not all of them)?
Can I sync only certain Leads or Contacts (not all of them)?
Conversion syncs all Leads and Contacts from Salesforce that have an email address. Filtering to specific record types, owners, or other criteria isn’t supported at this time.When contacts are created in Conversion (through form submissions, CSV uploads, etc.), you can choose to sync them to Salesforce immediately or skip the initial sync. If you skip it, you can always sync them later through workflows or the dashboard.
Why aren't some of my Salesforce records appearing in Conversion?
Why aren't some of my Salesforce records appearing in Conversion?
The most common reasons:
- Missing email address: Records without an email address aren’t synced
- Converted Leads: Leads that have been converted to Contacts in Salesforce are skipped (the Contact syncs instead)
- Sync disabled: Check that sync is enabled for that object type in your settings
- Initial sync still running: Large databases can take several hours to fully import
Can I restrict Conversion to only sync certain fields?
Can I restrict Conversion to only sync certain fields?
Yes! Each field has its own sync settings. See Field Sync Modes to learn how to control sync behavior at the field level.
If I disable inbound syncing, will Salesforce changes still trigger Conversion workflows?
If I disable inbound syncing, will Salesforce changes still trigger Conversion workflows?
No. When inbound syncing is disabled for an object type, Conversion doesn’t receive updates from those Salesforce records – so there’s nothing to trigger workflows. Once you re-enable syncing, future changes will flow through and trigger workflows as expected.