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Documentation Index

Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt

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

You can sync a Conversion campaign with a Salesforce campaign to keep members and their statuses aligned across both platforms. This connection can be set up when creating a campaign or added later.

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Sync options when creating a campaign

When creating a new campaign in Conversion, you have three options:
OptionDescription
No syncThe campaign exists only in Conversion. No Salesforce connection.
Sync to an existing Salesforce campaignLink the Conversion campaign to a Salesforce campaign that already exists. You can link to either active or inactive Salesforce campaigns.
Create a new Salesforce campaignConversion creates a new campaign in Salesforce and keeps the two in sync going forward.

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New Conversion campaign synced to a new Salesforce campaign

When you create a new Conversion campaign and choose to create a new Salesforce campaign:
  • A new Salesforce campaign is created with the same name.
  • Statuses are created in Salesforce based on the Conversion campaign type.
  • The Salesforce campaign status is set to Active.

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New Conversion campaign linked to an existing Salesforce campaign

When you create a new Conversion campaign and link it to an existing Salesforce campaign:
  • Members from the Salesforce campaign are synced into Conversion.
    • Only members that are contacts in Conversion are synced through.
    • If a member’s status does not match an existing status in the Conversion campaign type, that member is set to the default status in Conversion.

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Existing Conversion campaign synced to a new Salesforce campaign

When you sync an existing Conversion campaign to a new Salesforce campaign:
  • A new Salesforce campaign is created with the same name.
  • Statuses are created in Salesforce based on the Conversion campaign type.
  • Members (and their fields) in Conversion are synced through to Salesforce.

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Existing Conversion campaign synced to an existing Salesforce campaign

When you sync an existing Conversion campaign to an existing Salesforce campaign, a two-way sync runs.

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Salesforce members synced into Conversion

  • Only members that are contacts in Conversion are synced through.
  • If a member’s status does not match an existing status in the Conversion campaign type, the status is set to the default status in Conversion.
  • Status sync is two-way. On sync in, Conversion runs an updated_at check — the more recently updated value takes precedence.
  • Member fields follow the field mapping rules.

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Conversion members synced to Salesforce

  • If a Conversion member is not already a lead or contact in Salesforce, it is skipped.
    Skipped members are not currently written to the sync logs.
  • If a Conversion member’s status does not exist in the Salesforce campaign’s statuses, the member is created in Salesforce with the default Salesforce status.
  • Member fields follow the field mapping rules.

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Status sync behavior

Status sync is two-way, but any change to a status in Conversion is always pushed out to Salesforce. On sync in from Salesforce, Conversion runs an updated_at check to decide which value wins.

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Campaign type matching

When syncing with Salesforce, the campaign type in Conversion should support the member statuses used in the Salesforce campaign.
  • If a member’s status from Salesforce does not exist in the Conversion campaign type, the member is set to the Conversion campaign’s default status.
  • If a Conversion member’s status does not exist in the Salesforce campaign, the member is created in Salesforce with the default Salesforce status.
Before linking a Salesforce campaign, align your Conversion campaign type statuses with the statuses used in Salesforce to minimize fallbacks to default statuses.