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Connect Snitcher to Salesforce to automatically create Leads, Contacts, and Accounts when visitors are identified on your website.

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Features

  • Flexible object mapping - create Leads, Contacts, or Accounts
  • Custom field support - map to standard and custom fields
  • Deal/Opportunity tracking - associate website activity with opportunities
  • SOQL integration - advanced querying for deduplication
  • 30-minute sync cycle - regular polling for reliable data transfer

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Setup

  1. Go to Settings → Integrations → Salesforce
  2. Click Connect Salesforce
  3. Log in to your Salesforce org and authorize Snitcher
  4. Configure your object and field mappings

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Configuration Options

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Object Mapping

Choose which Salesforce objects to create:

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Field Mapping

Map Snitcher data to Salesforce fields:
Create custom Salesforce fields to capture Snitcher-specific data like segments, page views, and session count.

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Sync Settings

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Deduplication

Snitcher uses the Website/Domain field to match existing records:
  1. Searches for existing Account/Lead with matching domain
  2. If found, optionally updates the record
  3. If not found, creates a new record

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Troubleshooting

  • Verify required fields are mapped (Salesforce may require specific fields)
  • Check your Salesforce validation rules
  • Ensure the connected user has create permissions
  • Enable the “match on domain” setting
  • Ensure existing records have the Website field populated
  • Consider using Salesforce duplicate rules
Salesforce tokens expire periodically. Reconnect the integration if you see authentication errors.