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The CRM and syncing settings page is where you manage data syncing into and out of Conversion. It has up to three tabs: Every setting on the Overview tab saves as soon as you change it. Only administrators can change settings; other members can view them.

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Connecting Salesforce

Salesforce is the supported CRM. It keeps contacts, companies, opportunities, and campaigns aligned across both systems.
  1. In the CRM section, turn on Use sandbox if you’re connecting a Salesforce sandbox instead of production.
  2. Click Connect and sign in through Salesforce to authorize Conversion.
Once connected, the card shows your Salesforce organization ID. Its options menu offers Open instance to jump to Salesforce and, for administrators, Reconnect to authorize the connection again. Reconnecting uses the same production or sandbox login as the original connection. A Recent sync health timeline gives you an at-a-glance view of recent runs (hover over a bar for its time), and View logs opens the full Sync activity history.
Conversion connects to Salesforce through a managed package and an integration user. If you haven’t set those up yet, follow the Salesforce setup guide first. If connecting fails with The Conversion Salesforce package has not been installed, install the package and try again. If it fails with the integration user is missing some required object permissions, review the integration user’s permission set.

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Rate limits

Monitor your Salesforce API usage to ensure syncing stays within Salesforce’s limits and avoids service disruptions.
Set the Conversion daily limit below your Salesforce daily limit if other integrations share the same Salesforce org, so Conversion leaves headroom for them.

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Read data from Salesforce

These toggles control which Salesforce records sync into Conversion when they’re created or updated:
Turning a read toggle off doesn’t delete anything. It simply pauses new updates for that record type. Re-enabling resumes syncing for future changes.
Turning on either delete setting asks you to confirm. Deleted contacts cannot be recovered.

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Write data to Salesforce

These toggles control whether changes made in Conversion are pushed back to Salesforce:
Turning a write setting off asks you to confirm, since future changes will stop syncing out. Changes already queued may still be sent. Turning a delete setting on also asks you to confirm; deleted leads, contacts, and campaign members cannot be recovered.
How long do syncs take? Changes you make in Conversion are written out to Salesforce almost immediately. Updates coming from Salesforce sync in on a regular schedule, so inbound changes can take a little longer to appear. You can watch both in Sync activity.

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New contacts

Control what happens in Salesforce when a new contact is created in Conversion:
  • Create new contacts in Salesforce as: choose whether they become Leads or Contacts in Salesforce. Available when Write changes to Salesforce leads and contacts is on.
  • Link new contacts to existing accounts: search for a Salesforce account with a matching domain and link the contact to it before creating a new one. Available when new contacts are created as Contacts and reading accounts and writing contacts and accounts are all on.
  • Create new Salesforce accounts: create a new Salesforce account when no match is found or linking is disabled. Available when new contacts are created as Contacts and Write changes to Salesforce accounts is on.
For a full walkthrough of these options, see Salesforce sync preferences, contacts & companies, and syncing out. Which fields sync, and in which direction, is controlled per field under Objects → Fields.