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

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

Setup

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

Configuration Options

Object Mapping

Choose which Salesforce objects to create:
OptionUse Case
LeadNew prospects not yet qualified
Account + ContactQualified companies with contact details
Account onlyCompany-level tracking without contacts

Field Mapping

Map Snitcher data to Salesforce fields:
Snitcher FieldSuggested Salesforce Field
Company NameAccount Name / Lead Company
DomainWebsite
IndustryIndustry
Employee CountNumber of Employees
Annual RevenueAnnual Revenue
LocationBilling Address
First SeenCustom: First Website Visit
Last SeenCustom: Last Website Visit
Create custom Salesforce fields to capture Snitcher-specific data like segments, page views, and session count.

Sync Settings

SettingDescription
Sync frequencyEvery 30 minutes
Duplicate handlingMatch on domain/website field
Update existingOptionally update existing records

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

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.