❗Integrations can be enabled only by workspace Admins❗
If you don’t see the option to Connect, ask your admin(s) or the Specter support team (support@tryspecter.com).
Why integrate with Salesforce?
Specter’s Salesforce Integration creates a dynamic two-way data flow. We pull every company from Salesforce into Specter for real-time enrichment, giving you a unique, growth-ranked view of your Salesforce companies.
You can also push enriched data, whether it is a single company, a person, or a bulk search, back into Salesforce. You can even sync Saved Searches and Lists so that any new results or updates are automatically pushed, keeping your data fresh and up to date in both systems.
Step 1: Go to your Integrations Page
Click Connect for Salesforce.
Select Yes or No based on whether you have a sandbox account, and click Connect on the pop-up window.
Step 2: Authorize & Confirm
Select the correct Salesforce workspace in the OAuth window.
Click Confirm.
After a successful connection, you'll be returned to Specter to begin configuring your Push Settings.
Step 3: Record Mapping
Click 'Configure Push' next to the entity you want to set up.
Choose the Salesforce Record Type from the dropdown.
For Specter Company data, select Account.
For Specter People data, select Contact.
For Specter Talent Signals, select Contact.
For Specter Investor Interest Signals, select Account.
Note on Investor Interest Signals
These signals can relate to both people and companies. For now, we suggest selecting 'Companies' as the record type. Future updates will streamline this.
Step 4: Ensure Correct Matching
For Companies and Investor Interest Signals, select Website.
For People and Talent Signals, select LinkedIn URL.
Step 5: Set rule for New Record Creation
Select 'Yes' or 'No' from the dropdown. This controls whether Specter will automatically create a new record in your Salesforce when it discovers a prospect that doesn't already exist.
Yes or No?
Yes: if you want to capture every new prospect Specter finds, ensuring you don’t miss potential leads.
No: if you prefer to only enrich existing records, preventing your CRM from being populated with unscreened prospects.
Step 6: Field Mapping
Map which fields to push to Salesforce by selecting the Specter data points (e.g. company name, headcount) you want to sync.
❗Mind Your Data Mapping❗
To avoid any issues when sending data from Specter to your CRM, please ensure your fields are mapped to the correct data type.
For instance:
A LinkedIn URL from Specter should be sent to a URL or website field in your CRM.
A Last Funding Date from Specter should be mapped to a date field.
Incorrect mapping, like sending a text-based note to a date field, will result in an error.
Step 8: Click Save Mapping
This will apply your changes.
Step 9: Click Continue
Save your settings for all entities and complete the setup.
Step 10: Import Salesforce Companies to enable Specter's Enrichment Push
Choose which record type (i.e. Companies) or Salesforce list to pull data into Specter's My CRM and to set the desired sync frequency. This allows the push of your chosen Specter data back into Salesforce, which you've set up via the above steps.
1. Click Configure Sync.
2. Choose Account for Record Type or List.
3. Choose Sync Frequency.
Sync Frequency refers to how often you want Specter to pull companies from Salesforce.
4. Click Save Changes.
5. Click Sync Now to begin the transfer. This forces an immediate data push from Specter into Salesforce, which is useful for on-demand syncs or testing your integration.
6. Acknowledge Data Warnings by reviewing any on-screen notifications about data changes and then click Proceed with Sync.
7. Click Continue once the sync has successfully finished. You can also check your Sync History.
What does Sync Your Companies mean?
With this feature, Specter is now able to enrich your Salesforce records by pushing your chosen Specter data fields at the frequency you set.
Specter Fields you can push into Salesforce:
8. Review Integration Activity by examining the sync summary, then click Continue when you are ready to proceed.
9. Click 'Complete Setup' to finalize the process.
Step 11: You’re Live!
Salesforce and Specter now exchange data on the schedule you set. Monitor activity anytime from the Integrations hub.
Want to get to the next level with your Salesforce integration? Click here!
Need a hand?
Open the Intercom chat in your Specter dashboard or email support@tryspecter.com—we’re quick to respond and always keen to hear your feedback.