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.
The timestamp shown on each batch in the sync logs represents when the batch upsert was called, not the cutoff for data extraction. The actual cutoff is a few minutes earlier than the displayed time, so data updated after the cutoff will be picked up in the next batch.
Deletion Settings
These settings control what happens when a record is deleted, in either direction. They work alongside the direction settings above.- Inbound (SF → Conversion)
- Outbound (Conversion → SF)
Control what happens in Conversion when a record is deleted in Salesforce:
| Setting | What it controls |
|---|---|
| Delete contacts when a Salesforce lead is deleted | When enabled, deleting a Lead in Salesforce also deletes the linked Conversion contact. When disabled (default), the contact is kept and unlinked from the deleted Lead. |
| Delete contacts when a Salesforce contact is deleted | When enabled, deleting a Contact in Salesforce also deletes the linked Conversion contact. When disabled (default), the contact is kept and unlinked from the deleted Contact. |
Deleting a Conversion contact is permanent. Leave these disabled if you want to keep contacts in Conversion after their Salesforce record is deleted.
Account deletions
Conversion also reads Account deletions from Salesforce. This happens automatically whenever Sync Accounts is enabled, so there’s no separate setting for it. If you don’t sync Accounts, nothing is deleted, because no Conversion company is linked to a Salesforce Account.When an Account is deleted in Salesforce, Conversion removes the matching company and its opportunities. Any contacts on that company are kept, and each one holds on to a snapshot of the company’s information as it was at the time of deletion, so their company details aren’t lost.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
- New contacts store company data through the contact object
- 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 sarah@acme.com 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. |
| Enable/disable a deletion setting | Applies to future deletions only. Turning a setting on doesn’t retroactively delete records for deletions that already happened while it was off. |
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.
What happens when a record is deleted in Salesforce?
What happens when a record is deleted in Salesforce?
It depends on the object:
- Leads and Contacts: By default, Conversion keeps the linked contact and unlinks it from the deleted Salesforce record. Enable Delete contacts when a Salesforce lead is deleted or Delete contacts when a Salesforce contact is deleted to delete the Conversion contact instead.
- Accounts: When Sync Accounts is enabled, Conversion deletes the matching company and its opportunities. Contacts on that company are kept, and each one keeps a snapshot of the company’s information from the time of deletion. There’s no separate setting for Account deletions.
Do deletions in Conversion sync back to Salesforce?
Do deletions in Conversion sync back to Salesforce?
Only when you enable them. Sync contact deletions to Salesforce (disabled by default) controls whether deleting a contact in Conversion also deletes the linked Salesforce Lead or Contact. Contacts can only be deleted through a workflow’s Delete contact action. Sync campaign member deletions to Salesforce (enabled by default) controls whether removing a contact from a campaign in Conversion also removes the matching Salesforce campaign member. See Syncing Out for how outbound changes are processed.