Salesforce Integration

Salesforce stays the source of truth, and your API budget stays intact.

Two-way sync with per-field direction, conditions that gate exactly which Leads and Contacts import, and every email, call, and task logged back automatically. Built by people who know what an integration can do to a Salesforce org, so this one cannot do it.

Empowering 1,000+ sales leaders and representatives to build a stronger sales pipeline.

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Horizm logoRSZ logoPhilips Group logoProtecto logoGreytHR logoParallelDots logoVserve logoFission Labs logoInfront logoProgrammers.io logoFutureBridge logo
2-way
sync, direction set per field
6
objects: Leads, Contacts, Accounts, Opportunities, Tasks, activities
15k
daily API call budget, set by you
24h
auto-resume if the budget is ever reached
Activity sync

Every touch lands as a Task, attached to the deal

Reps stop copy-pasting call notes into Salesforce, because the integration already did it, in the format your reports expect.

  • Emails log sends, opens, clicks, and replies, each as a completed Task on the Lead or Contact.
  • Calls log the outcome, duration, recording link, and notes in the Task description, straight from the dialer.
  • Tasks attach to the Opportunity when the contact has one, so activity rolls up to the deal your forecast reviews actually look at.
  • Owners map automatically: the Salesforce record owner matches the Salesgear rep by email.
Task · Priya Nair
Logged by Salesgear · Status: Completed
Synced
SubjectCall logged by Samuel: Connected
OutcomeConnected · 6m 12s
DescriptionRecording link + call notes
Attached toOpportunity · Northwave renewal
Ownersamuel.jackson@rampbase.com
Also logged todayEmail replied · LinkedIn accepted
Selective import

Conditions decide what imports, field by field

Most integrations are a firehose. This one is a valve: rules built on your real Salesforce fields decide exactly which Leads and Contacts cross over, and every mapped field carries its own sync direction.

The conditions
Built on your actual Salesforce fields, fetched live
Equals, not equals, and contains operators
Separate rule sets for Leads and for Contacts
No conditions set means no accidental imports
The field mapping
Per-field direction: to Salesforce, to Salesgear, or both
Separate mappings for Leads and Contacts
Custom fields mapped alongside the standard ones
Imported values never overwrite non-empty fields
The safety rails
Deleted Salesforce records detected, never re-created
Duplicates detected by email, counted in sync logs
Retry-safe activity logging, no doubled Tasks
Auto-tag imported contacts and route them to lists
API budget

A sync that respects your API limits

Every Salesforce admin has a story about an integration that ate the org's API budget by Tuesday. This one runs on an allowance you set.

  • A daily call budget you control, up to 15,000 calls, with live usage shown against it.
  • Pause, not blow through: at the budget, sync stops and sets a resume date 24 hours out. Your other integrations keep breathing.
  • Bulk APIs for the heavy lifting, so large imports use Salesforce's bulk endpoints instead of thousands of single calls.
Sync status
API usage · 3,412 of 15,000
Live meter against the daily budget you set
Polling sync · every 10 minutes
Leads matching your conditions pulled automatically
Sync Now triggered
Runs on demand, emails you the result
Budget reached
Sync pauses, resume date set automatically for 24h
Sync log written
12 added · 40 updated · 2 duplicates · 0 failed
Inside Salesforce

Salesgear works inside Salesforce too

With the Chrome extension installed, your team never leaves Salesforce to start outreach.

From any Salesforce page

Select contacts, add to a sequence

On Lightning or Classic, single records or bulk lists: select the contacts, click the Salesgear button, pick a sequence. No export, no CSV, no import mapping.

Lightning + ClassicSingle and bulkStraight into sequences
And the dialer

Call from the record you are looking at

Open the dialer on a Salesforce contact, call the verified mobile number, and the outcome, duration, recording link, and notes log back as a Task without a copy-paste.

The difference

The export-import life vs a living sync

Salesgear
Export-import life
01Getting contacts in
Conditions pull the right Leads and Contacts on a schedule
Export a report, clean the CSV, import, fix the mapping
02Activity logging
Every email, call, and task logs itself as a Task, on the deal
Reps paste call notes on Friday, or never
03Field control
Per-field direction, and non-empty fields are never overwritten
Whatever the tool decides to overwrite
04Duplicates
Detected by email on every sync, counted in the log
Found at quarter end, cleaned by an intern
05API limits
A daily budget with a live meter and a 24h auto-resume
Discovered when other integrations start failing

Also connecting elsewhere? HubSpot, Pipedrive, Zoho, Zapier.

Beyond the sync

The sync is the plumbing, not the point

Once Salesforce and Salesgear share one source of truth, the rest of the platform runs on it.

01

Automate the plays

Triggers turn CRM moments into actions: a reply creates a task, a bounce updates the stage, a hot signal pings Slack.

See automation
02

Sequence the outreach

Salesforce contacts flow into multichannel sequences with research in every step, and every touch logs back.

See sequences
03

Prospect anywhere

The same extension that lives in Salesforce finds verified emails and mobile numbers on any LinkedIn profile.

Get the extension
FAQ

Salesforce integration with Salesgear, answered

What syncs between Salesforce and Salesgear?

Leads, Contacts, Tasks, and activities sync two ways, with separate field mappings for Leads and Contacts and a direction you set per field: into Salesforce, into Salesgear, or both. Opportunities and Accounts are read so activities can attach to the right deal context.

How do activities show up in Salesforce?

As Tasks on the Lead or Contact. Emails log sends, opens, clicks, and replies. Calls log the outcome, duration, recording link, and notes in the description. LinkedIn actions and custom tasks log too, and when the contact has an opportunity, the Task attaches to it, so activity rolls up to the deal.

Can I control which Leads and Contacts import?

Yes, with conditions built on your actual Salesforce fields: equals, not equals, or contains, evaluated on every sync. Only import Leads where Region equals EMEA, or skip Contacts where Owner contains a name. No conditions set means nothing imports by accident.

Will this eat my Salesforce API limits?

No, and that is a deliberate design. You set a daily API call budget, up to 15,000, and watch live usage against it. If the budget is reached, sync pauses and resumes automatically in 24 hours instead of blowing through your org's limits.

Will it overwrite data my team already maintains?

No. Imported values only fill fields that are empty in Salesgear, deleted Salesforce records are detected and never re-created, and activity logging is retry-safe, so a network hiccup never duplicates a Task.

How often does it sync?

On your schedule: polling from every 10 minutes up to every 30 days, plus a Sync Now button for on-demand runs. Every sync writes a log with added, updated, failed, and duplicate counts, and manual syncs email you when they finish.

Connect Salesforce and watch one Task log itself

OAuth in, map your fields, make one call. The Task, the outcome, and the recording link are in Salesforce before you are. Free account, no credit card.

Get started for free