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How to Integrate UpLead with Salesforce

UpLead offers seamless integration with Salesforce, allowing you to enrich your CRM data with verified B2B contacts.

Uplead Support avatar
Written by Uplead Support
Updated yesterday

In this article you will find:

Connecting UpLead with Salesforce for the first time

1. Access the CRM Integration Settings

To begin the integration:

  1. Log in to your UpLead account.

  2. Click on your profile name in the bottom-left corner.

  3. Select Connect to my CRM.

  4. From the list of available CRMs, choose Salesforce.

2. Connecting via OAuth

UpLead uses OAuth for secure authentication with Salesforce:

  1. After selecting Salesforce, you’ll be redirected to the Salesforce login page (or to an authorization screen if you're already signed in).

  2. Enter your Salesforce credentials and grant UpLead the required permissions (read, write, update for Contacts / Leads, depending on configuration).

  3. Once authorized, you’ll be returned to UpLead, and the integration will be established.

Note: Make sure your Salesforce user has the necessary permissions to create or update the fields that will be mapped from UpLead.

Custom Field Mapping

UpLead allows you to map both standard and custom fields to Salesforce fields or objects, enabling you to maintain data consistency across platforms.

1. Navigating to Customization Settings

  1. In UpLead, go to Profile → Customize Integration.

  2. Choose the appropriate tab: Contact, Company, or Lead, depending on what you are pushing from UpLead.

2. Adding / Mapping Custom Fields

  1. Click on “+ Add field”.

  2. In the dialog:

    • Field Name: Enter the API name of the Salesforce field (e.g., Custom__c).

    • Mapping Type: Choose between:

      • Predefined: map to existing UpLead fields

      • Custom Value: define a constant value, or map to a specific UpLead attribute

  3. Save your mapping.

Important Considerations:

  • Ensure you're using the correct API field names in Salesforce to make mappings accurate.

  • If you map a field incorrectly (type mismatch), it may throw errors when pushing contacts.

Excluding Fields from the Data Push

To avoid exporting unnecessary or problematic fields to Salesforce, you can exclude them:

Configuring Field Exclusions

  1. In UpLead, go to Profile → Customize Integration.

  2. Select the tab for the object you're pushing (Contact, Company, or Lead).

  3. In the sidebar, locate the “Exclude Fields” section.

  4. Check the boxes next to the fields you do not want to export.

  5. Click Save to apply.

Important Considerations:

  • Do not exclude fields that are mandatory in Salesforce, as this may cause errors during export.

  • Exclusion settings are tab-specific, excluding a field under Contact does not exclude it under Company or Lead.

FAQ

Q: What Salesforce permissions do I need for integration?
A: You need permissions to read, create, and update objects (Contacts, Leads, and/or Companies) and the custom fields you're mapping.


​Q: Can I modify existing field mappings after setup?
A: Yes. Go to Profile → Customize Integration, then edit or remove field mappings as needed.


​Q: How can I disconnect Salesforce from UpLead?
A: Navigate to Profile → CRM Integration, then click Disable Salesforce to remove the connection.


​Q: Why might my record pushes to Salesforce fail?
A: Common reasons:

  • Field type mismatch (e.g., text vs picklist)

  • Missing required Salesforce fields

  • Invalid data format (e.g., picklist values not matching)

You should double-check your mapping and exclusion settings in UpLead, and the property definitions in Salesforce.

Next Steps

Still need help? Contact UpLead Support for assistance.

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