Connect Salesforce to Omnisend to automatically sync new or updated Leads and Contacts. Lead and Contact syncing use separate automations, so you can turn on either one or both.
Use the synced data to update contact profiles, create segments, and trigger Automation Workflows.
How It Works
The Salesforce integration syncs new or updated Leads and Contacts from your Salesforce org to Omnisend as custom events. It also keeps the matching Omnisend contact profile up to date with Salesforce data.
Lead and Contact syncing are managed through two independent automations:
Salesforce → Omnisend: Lead created or updated
Salesforce → Omnisend: Contact created or updated
You can turn on one automation or both. The automations run independently and can operate at the same time.
Note: This integration provides a one-way sync. Data moves from Salesforce to Omnisend only. Changes made in Omnisend are not sent back to Salesforce.
Benefits
Sync Leads, Contacts, or both: Each object has its own automation and on/off toggle.
Fast sync: Both automations check Salesforce for new or updated records every five minutes.
Updated Contact profiles: Standard fields, such as names, company or account details, titles, and locations, update automatically.
Custom fields for both objects: Select custom fields from your Salesforce Lead and Contact objects to sync as additional event and Contact properties.
Self-service connection: Connect Salesforce using your My Domain URL and a standard Salesforce login and authorization screen.
Automatic retries: Omnisend retries temporary Salesforce API errors. If a selected custom field becomes unavailable, Omnisend stops requesting it and continues syncing the remaining data.
Before You Begin
You need:
A Salesforce org with Leads, Contacts, or both.
Permission to authorize the Salesforce connection.
Your Salesforce My Domain URL.
You can find your My Domain URL in Salesforce under Setup → My Domain. It looks similar to: https://yourcompany.my.salesforce.com
Decide which automations you want to use. You can turn on the Lead automation, the Contact automation, or both.
Set Up The Integration
Step 1. Find your Salesforce My Domain URL
In Salesforce, open Setup.
Search for My Domain.
Copy your org's domain URL.
Step 2. Connect Salesforce to Omnisend
In Omnisend, go to Apps.
Search for Salesforce.
Click Connect.
Enter your Salesforce My Domain URL.
When Salesforce opens, log in and approve the authorization request.
After you return to Omnisend, the integration is set up automatically.
Step 3. Turn on the automations you need
On the Salesforce app page, you will see two separate automations:
Salesforce → Omnisend: Lead created or updated
Salesforce → Omnisend: Contact created or updated
Turn on the automation or automations that match how your Salesforce org works:
To sync prospects managed as Leads, turn on the Lead automation.
To sync people managed as Contacts, turn on the Contact automation.
To sync both objects, turn on both automations.
The automations run independently and do not conflict with each other.
Step 4. Select additional custom fields
Each automation has its own custom field setting.
For the Lead automation:
Find Additional custom Lead fields to sync (optional).
Review the custom fields available from your Salesforce Lead object.
Select the fields you want to sync as additional event and Contact properties.
For the Contact automation:
Find Additional custom Contact fields to sync (optional).
Review the custom fields available from your Salesforce Contact object.
Select the fields you want to sync as additional event and contact properties.
The field list is loaded from your Salesforce org. It includes custom fields with API names ending in __c.
Leave the setting empty, or keep None selected, to sync standard fields only.
If two fields have the same display name, check their underlying Salesforce field names before selecting them.
Your Lead and Contact field selections are independent. Selecting a field for one automation does not affect the other automation.
Step 5. Confirm that the integration works
Create or update a test Lead or Contact in Salesforce.
Make sure the matching automation is turned on.
In Omnisend, open the matching Contact after a few minutes.
Check the Contact timeline for the relevant Salesforce event.
Confirm that the Salesforce data appears on the Contact profile.
The integration uses these events:
Salesforce - Lead created or updated
Salesforce - Contact created or updated
What Data Is Synced
Contact Data
Contact Matching
Omnisend matches Salesforce records to Contacts by email address. If a matching Contact does not exist, Omnisend creates one.
A Salesforce record with neither an email address nor a phone number is skipped. Omnisend needs at least one of these values to create or match a contact.
Contact Fields
The following Salesforce fields update standard Omnisend contact fields.
Omnisend Contact field | Lead source | Contact source |
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Phone |
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First name |
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Last name |
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City |
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State |
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Postal code |
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Country |
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Salesforce also reads additional fields, including mobile phone, fax, salutation, street address, and description.
For contacts, Omnisend uses Salesforce mailing address fields, such as MailingCity and MailingStreet.
Standard Lead Properties
The following fields sync automatically for every Lead. They are added to the event properties and the contact's persistent custom properties.
Property | Salesforce Lead field |
Lead source |
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Status |
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Company |
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Title |
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Industry |
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Rating |
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Website |
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Annual revenue |
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Number of employees |
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Owner ID |
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Converted status |
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These are standard fields available on every Salesforce edition.
Standard Contact Properties
The following fields sync automatically for every contact:
Property | Salesforce Contact field |
Account ID |
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Title |
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Owner ID |
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Contact records use Salesforce mailing address fields instead of the plain address fields used by Leads.
Contacts do not have Lead-specific fields such as lead source, status, company, industry, or rating. Related Account data is not synced by this integration.
Custom Fields
You can select custom fields from both the Salesforce Lead and Contact objects.
Selected fields sync as event and contact custom properties under their Salesforce field names. Each object has its own independent field picker, so you can select different fields for Leads and Contacts.
If a selected custom field is deleted, renamed, or becomes inaccessible in Salesforce, Omnisend stops requesting that field. The rest of the sync continues normally.
To sync the field again, select an available equivalent from the appropriate field picker.
Custom Events
The integration creates two separate custom events:
Salesforce - Lead created or updated: This event fires whenever a Lead is created or modified in Salesforce. It includes the Lead's standard field values and any selected custom field values.
Salesforce - Contact created or updated: This event fires whenever a Contact is created or modified in Salesforce. It includes the contact's standard field values and any selected custom field values.
The events have fixed names. Use the event that matches the Salesforce object you want to use in your Automation Workflow or segment.
How often Salesforce is checked for changes:
Both automations check Salesforce for new or updated records every five minutes. Each automation runs on its own independent schedule. You cannot change this frequency.
Use Salesforce Data in Omnisend
Automation Workflows
Create an Automation Workflow with one of the Salesforce events as the trigger:
Salesforce - Lead created or updated
Salesforce - Contact created or updated
You can use the events to create workflows such as:
New Lead welcome sequence: Trigger on the Lead event and filter by
Status = New.Sales-qualified follow-up: Trigger on the Lead event and filter by
Rating = HotorStatus = Qualified.New Contact welcome sequence: Trigger on the Contact event and filter by the presence of
AccountId.Win-back or re-engagement: Combine Salesforce activity with other Omnisend activity to reach Leads or Contacts who have not converted or purchased recently.
💡 For more information, see Set Up Automation Workflow Settings.
Segments
Create segments using any synced custom property. For example, you can segment:
Leads by industry, company size, or annual revenue.
Leads by Salesforce owner.
Converted and active Leads.
Contacts linked to a specific Salesforce Account.
Leads or Contacts using any selected custom field.
💡 For more information, see Create & Use Segments in Omnisend.
FAQ
Is the sync two-way?
No. Data moves from Salesforce to Omnisend only. Changes made in Omnisend are not sent back to Salesforce.
Can I sync both Leads and Contacts?
Yes. Turn on both Salesforce automations. They run independently and can operate at the same time.
How quickly do Salesforce changes appear in Omnisend?
Both automations check Salesforce every five minutes. Changes typically appear in Omnisend within a few minutes.
Are existing Leads or Contacts synced when I connect Salesforce?
No. The integration syncs records created or updated after you turn on an automation.
To import existing Leads or Contacts, use contact import. The Salesforce integration is designed to keep Omnisend updated going forward rather than backfill historical records.
Which custom fields appear in the dropdown?
The dropdown lists custom fields from the relevant Salesforce object:
The Lead automation lists custom fields from the Lead object.
The Contact automation lists custom fields from the Contact object.
The field's API name must end in __c. Each field list is loaded from your Salesforce org and is independent of the other automation.
How can I distinguish custom fields with the same display name?
The field list shows the field names available in your Salesforce org. If two fields have similar or identical labels, check Setup → Object Manager in Salesforce to confirm the underlying API name before selecting a field.
What happens if a selected custom field is deleted or becomes inaccessible?
Omnisend stops requesting that field and continues syncing the remaining fields. To sync another field, select it from the appropriate field picker.
What happens to records without an email or phone number?
Omnisend skips records that have neither an email address nor a phone number. It needs at least one of these values to create or match a Contact.
Do I need to create API keys or connected apps in Salesforce?
No. You only need your Salesforce My Domain URL. Authorization takes place through the standard Salesforce login and consent screen.
Does this integration subscribe Contacts to marketing?
No. The integration updates contact profile data but does not change email or SMS subscription status.
New contacts created in Omnisend by this integration are not subscribed. They must opt in through your Omnisend Signup Forms or other sources.
If you need more help, contact our Support through the in-app chat or at support@omnisend.com.