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What It Does

Bi-directional sync that keeps Salesforce updated with qualified leads while using Salesforce as the source of truth for customer status. Setup: One-click OAuth connection → Configure sync toggles → Automatic sync every 5 minutes

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Data Flow

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From Salesforce → CustomerOS

  • Accounts sync to match with CustomerOS leads by domain/company name
  • Opportunities update lead states (opportunity created, closed won, closed lost)
  • Converted Leads automatically mark CustomerOS leads as customers
  • Account Type = “Customer” triggers customer status update in CustomerOS

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From CustomerOS → Salesforce

  • Qualified leads push to Salesforce as new Leads (only ICP fit moderate/strong, skips if Account mapping exists)
  • Opportunities create/update when CustomerOS identifies sales-ready prospects
  • Lead stages (Target, Education, Solution, Evaluation) sync to custom Salesforce fields (optional)
  • Buying stage maps to appropriate Salesforce stages

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What You Can Do

Auto-qualify leads: Push ICP-fit leads automatically to Salesforce (moderate/strong ICP fit only) Sync opportunities: Marketing sees deal progression in CustomerOS, sales sees engagement history in Salesforce Update lead lifecycle: Leads automatically move to customer status when Salesforce Accounts show purchase Track closed-lost: CustomerOS marks leads as closed-lost when Salesforce Opportunities don’t convert, enabling targeted nurture campaigns

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Smart Features

  • Domain matching: Sophisticated domain analysis prevents duplicate Lead creation if Account exists
  • Self-healing sync: Automatically recovers from errors and retries failed syncs
  • Incremental updates: Only processes changes since last sync using SystemModstamp cursors
  • Per-tenant toggles: Full control over which sync flows are active (5 independent toggles)
  • External ID support: Deterministic upserts for data consistency

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Technical Details

  • OAuth 2.0 secure authentication with token encryption
  • Supports custom Salesforce fields for stages and buying states (auto-provisioned)
  • Configurable sync frequency (default: every 5 minutes for delta changes)
  • Per-tenant toggle controls for granular sync management (5 independent toggles)
  • Full audit trail with telemetry and dead-letter queue for errors
  • Works with Salesforce Starter, Professional, Enterprise, and Unlimited editions as a Connected App
  • External ID support for deterministic upserts