Salesforce integration.

We work inside the org you've already built.

• 01
  Lead vs Contact routing

  We respect your existing Lead/Contact model and route inbound interest accordingly.
• 02
  Account hierarchy aware

  Parent/child account structures honored — outreach to subsidiaries gets routed to the parent owner if you've configured it that way.
• 03
  Campaign attribution

  Every BuzzLead-sourced opportunity tagged via Campaign Member records so your existing reports just work.
• 04
  Permission-aware

  We operate within whatever profile and field-level permissions you grant. We don't ask for sysadmin.

Mapped to your standard objects, never new ones.

• 01
  Leads (or Contacts)

  Your call — we follow your Lead/Contact decision matrix. Every record tagged with Lead Source + originating campaign.
• 02
  Tasks for outreach activity

  Email touches logged as Tasks on the related Lead/Contact so AEs see the full conversation history.
• 03
  Campaign Members

  Standard Salesforce Campaign attribution — every contact added to the originating BuzzLead Campaign object as a Campaign Member.
• 04
  Custom fields you've requested

  Funding signals, tech stack data, etc. — only pushed to fields you've explicitly asked for. We never create new fields without permission.

From signal to Opportunity, inside your standard objects.

Outbound-sourced contact lands as a Lead, owner assigned via your Round-Robin or assignment rules. AE works the lead to qualification; converts to Account + Contact + Opportunity using your standard conversion process. The originating BuzzLead Campaign attribution carries through to the Opportunity via Campaign Influence — so your existing 'Opportunity Source' reports show outbound contribution natively.

What teams ask about our Salesforce integration.

• 01
  Do we need a paid plan to integrate?

  Most Salesforce accounts on the Pro / Business tier or above will work out of the box. We can confirm against your specific plan in the discovery call.
• 02
  How long does setup take?

  1-3 business days from API key handoff to first test push. Production-ready inside the first week.
• 03
  Who owns the integration if our engagement ends?

  The integration lives in your Salesforce workspace. If we offboard, the connection stays — you can pause or disconnect from your end at any time.
• 04
  What about data sovereignty / regional hosting?

  If your Salesforce instance is hosted in a specific region (EU, AU, etc.), we honor that. Our middleware operates in the same region to avoid cross-border data transfer.

See how we'd plug into your Salesforce setup.

Book a 25-minute call. We'll walk through your current configuration and show you exactly what we'd map where.