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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
  • Two-way field mapping - import any Salesforce field into a Snitcher custom field
  • 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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Import fields from Salesforce

Field mapping is two-way. Alongside pushing Snitcher data into Salesforce, you can pull any Salesforce field into a Snitcher custom field on the company. Snitcher detects the field’s type automatically (text, number, date, checkbox, or list) and keeps the value up to date on each sync. To set it up, open Settings → Integrations → Salesforce, choose the Salesforce fields to import, and either create a new custom field from each or link it to an existing one.

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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.