Connecting Spear to Salesforce keeps your CRM up to date automatically. Once it's set up, approved prospects are exported to Salesforce on their own and their status stays in sync as it changes, so you don't have to move records over by hand.
Before you start
Install the Spear Integration package. A Salesforce admin does this once per Salesforce org, before you connect. Open the link that matches the org: Production or Developer Edition https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ9000000ge5WIAQ or Sandbox or scratch org https://test.salesforce.com/packaging/installPackage.apexp?p0=04tJ9000000ge5WIAQ. Without the package, connecting fails with "Salesforce app not installed".
Connect as a Spear org admin. Other roles see "You don't have permission". You also need an active paid plan (Starter and above, not the Free Trial) and a desktop browser.
Choose the Salesforce user on purpose. Spear keeps one Salesforce connection per workspace, and connecting again as someone else replaces it for everyone.
Want the Spear AI agent to read your Salesforce data in chat too? That takes one more admin step. See How to connect Spear's Chat to your Salesforce (via MCP).
Step 1: Open the integrations settings
Go to Org settings > Integrations. You'll find Org settings in the sidebar under Setup (or behind the gear icon in the classic layout).
Step 2: Authorize the connection
On the Salesforce card, click Connect, then click Connect Salesforce. Connecting a sandbox? Click Using a sandbox org? first.
Sign in to Salesforce and approve access. Sign in as the Salesforce user the whole workspace should use. When sign-in finishes, the card shows Manage integration.
Step 3: Complete the integration setup
Click Manage integration. In General settings, turn on Auto export to Salesforce:
Enable Auto export prospects.
In Export prospects from status, select the status from which exports should begin.
We also recommend enabling:
Continuously update the status field: keep prospect statuses in Salesforce in sync with Spear.
Export prospects with emails only: prevents duplicate records in your CRM.
Click Save when you're done.
Step 4: Complete the object mapping
In the Object mapping tab, choose which Salesforce fields should be populated with Spear data, then click Save. (The Test button creates or updates a test record in Salesforce, so expect to see one.)
Having trouble connecting?
"Salesforce app not installed": the package isn't installed in the org you signed in to. Ask your Salesforce admin to install it with the matching link above. For a sandbox, also select Using a sandbox org? before you connect.
"You don't have permission": ask a Spear org admin to connect.
Connect does nothing: the workspace is on the Free Trial plan or its subscription isn't active.
To disconnect, click Manage integration > General settings > Disconnect. Your settings are kept for a later reconnect.