How to Integrate Salesforce with Unify

Intro to Salesforce Integration

Integrating Salesforce with Unify establishes a powerful bi-directional connection between your CRM and your outbound automation platform. This connection ensures your targeting is cleaner, your automation smarter, and your Salesforce data continuously enriched—without ever compromising data integrity. In this walkthrough, you’ll set up the integration, map your fields, and initiate your first sync, creating a seamless feedback loop between Unify and your CRM. Done right, this integration allows Unify to operate using Salesforce as your single source of truth while keeping your entire go-to-market team aligned across systems.

The first step is deciding on your integration user strategy. Unify strongly recommends setting up a dedicated integration user in Salesforce. This user should have limited but precise permissions, ensuring all data updates triggered by Unify are traceable and that the integration remains stable if personnel changes occur. While you can technically use an existing team member or shared admin login, doing so introduces risk—such as broken syncs when users leave or permissions are revoked—so the dedicated user approach is best practice for long-term reliability.

Once your integration user is in place, head to Unify’s settings and open the Salesforce Integration tab. Click “Set Up Salesforce” and log in using the dedicated integration user credentials. If authentication is successful, Unify will confirm your connection and prompt you to verify permissions. If any required permissions are missing, Unify will flag them and guide you through updating your user’s access.

At this point, you’ll be asked to select your preferred Salesforce object model. Unify supports both the Contacts + Accounts structure (recommended) and the Leads model. The object model you choose determines how Unify will create and update records in Salesforce. Most teams find the Contacts + Accounts structure easier to manage and align more closely with their broader GTM strategy, so if you’re unsure, it’s a safe place to start.

Next, you’ll configure field mappings between Unify and Salesforce for companies, people, and email activity. Field mapping lets you decide how data should flow—either as read-only or read/write—and what specific Salesforce fields each Unify field corresponds to. Unify provides default mappings that work well for most teams, and you can customize these mappings later as your outbound strategy evolves or your CRM architecture changes.

Once field mappings are complete, you’re ready to start syncing. Click the Resume button to begin pulling Salesforce records into Unify. This button toggles to Pause at any time if you need to temporarily stop syncing. If you want Unify to push enrichment and sequence data back into Salesforce, simply enable the “Write to Salesforce” toggle. This ensures that your CRM remains the central record of truth, reflecting all Unify-generated activity in real time.

With everything live, your Unify instance is now deeply integrated with Salesforce. This connection allows you to exclude sensitive or irrelevant records, power outbound campaigns with live CRM data, and enrich contacts without manual effort. It creates the foundation for a fully-aligned GTM motion, where marketing, sales, and ops are always working from the same dataset—and every outbound touchpoint is grounded in up-to-date, accurate CRM context.