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The Overview tab is where you connect your CRM and control how data flows between it and Conversion. Today this is Salesforce, which keeps contacts, companies, and opportunities aligned across both systems.

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Connecting Salesforce

  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 and a link to Open instance. A Recent sync health chart gives you an at-a-glance view of recent runs, 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.

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Reading data from Salesforce

These toggles control which Salesforce records sync into Conversion when they’re created or updated:
SettingWhat it does
Read leadsSyncs Salesforce leads into Conversion as contacts
Read contactsSyncs Salesforce contacts into Conversion as contacts
Read accountsSyncs Salesforce accounts into Conversion as companies
Read opportunitiesSyncs Salesforce opportunities into Conversion as opportunities
Turning a toggle off doesn’t delete anything—it simply pauses new updates for that record type. Re-enabling resumes syncing for future changes.

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Writing data to Salesforce

These toggles control whether changes made in Conversion are pushed back to Salesforce:
SettingWhat it does
Write contactsPushes changes to contacts back to Salesforce leads and contacts
Write companiesPushes changes to companies back to Salesforce accounts
Turning a write setting off asks you to confirm, since future changes will stop syncing out. Changes already queued may still be sent.
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 as — choose whether they become leads or contacts in Salesforce.
  • Link to existing accounts — search for a Salesforce account with a matching domain and link the contact to it before creating a new one.
  • Create new accounts — create a new Salesforce account when no match is found.

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Rate limits

Monitor your Salesforce API usage to ensure syncing stays within Salesforce’s limits and avoids service disruptions. For a full walkthrough of these options, see Salesforce sync preferences, contacts & companies, and syncing out.
Syncing from a data warehouse such as BigQuery or Snowflake is set up separately. See the Data Warehouse Sync guides to get started.