Connect Salesforce to Connexu IQ

Follow these steps to securely connect your Salesforce instance to the Connexu platform, allowing seamless bi-directional data synchronization.

Prepare Your Environment

Before initiating the connection, ensure you have the correct permissions within your Salesforce organization.

You must have System Administrator privileges or a profile with "Modify All Data" enabled in Salesforce.
Ensure your browser allows pop-ups for Connexu IQ, as the Salesforce login screen will open in a new window.

Navigate to Settings

Inside the Connexu IQ platform, locate the Connected Apps section to start the integration process.

Log in to your Connexu IQ dashboard.
Click on the Settings gear icon in the left-hand navigation menu.
Select Connected Apps from the sub-menu.
Find the Salesforce integration card.
Click the blue Connect button.

Authenticate with Salesforce

You will be securely redirected to Salesforce to grant Connexu access.

Secure Login

Enter your Salesforce credentials in the official Salesforce login window.

Grant Permissions

Click "Allow" to grant Connexu IQ read/write access to your CRM data via API.

Configure Field Mappings

Once connected, you need to tell Connexu how your data aligns with your Salesforce setup.

After the window closes and shows "Connected", click the Configure Mapping button on the Salesforce card.

Use the Smart Match button to automatically align standard fields.
Review the Prospect Mapping tab to map your Lead/Contact fields.
Review the Account Mapping tab to map your Company/Account fields.
Click Save Changes at the bottom.

Setup Selective Sync (Recommended)

To maintain control over which prospects are sent to Connexu, we recommend using a filtered report.

A
Create a Custom Field
Add a checkbox field to your Lead/Contact objects (e.g., "Send to Connexu").
B
Create a Report
Create a Salesforce Report that filters for records where this checkbox is True.
C
Connect the Report
Provide the Report ID in the Connexu Salesforce settings.
Connexu will only import and update prospects found in this report.

Data Sync & Best Practices

Important information about how data flows between your CRM and Connexu IQ.

Sync Frequency & Direction

By default, the integration supports bi-directional synchronization. This means updates in Connexu IQ will reflect in your CRM, and vice versa.

Prospect ingestion automatically runs every 4 hours, keeping your Connexu IQ data in sync with your Salesforce reports without needing to configure complex webhooks.

Critical Requirements

For prospects to be successfully ingested and processed by Connexu IQ, the following fields are MANDATORY:

Client Name (Identifies the client context)
Campaign (Assigns the prospect to a campaign)
Segment (Categorizes the prospect for targeting)

Records missing any of these three fields will be rejected during the sync process. Please ensure these fields are mapped and populated in Salesforce.

Supported Data Fields Reference

Below are the fields available in Connexu IQ for mapping, along with their expected data types in your CRM.

Prospect (Lead/Contact) Fields

Field Name	Expected Type
First Name	Text
Last Name	Text
Full Name	Text
Title	Text
Email	Email
Mobile Phone	Phone
LinkedIn URL	URL
LinkedIn Connected	Checkbox / Boolean
Client Name	Text
Segment	Text
Campaigns	Text
Company Name	Text
Total Calls	Number
Emails Sent	Number
Emails Opened	Number
Emails Replied	Number
LinkedIn Messages Sent	Number
LinkedIn Messages Replied	Number
LinkedIn Reactions	Number
Last Meeting Date	Date/Time
Next Follow Up Date	Date/Time

Account (Company) Fields

Field Name	Expected Type
Account Name	Text
Website	URL
Industry	Text
Employee Count	Text / Number
Annual Revenue	Text / Currency
LinkedIn URL	URL
Total Calls	Number
Emails Sent	Number
LinkedIn Messages Sent	Number
Meetings Booked	Number
Last Meeting Date	Date/Time
Next Follow Up Date	Date/Time

Need further assistance? Contact our support team or your assigned Connexu representative.