The native integration with Salesforce is a two-way integration that allows you to sync your data, contacts, tasks, emails, and LinkedIn activities between Reply and Salesforce. In this article, we'll explain how to set up the synchronization and manage sync steps. Here's how to get started:

First, you need to connect your Salesforce account:

Once connected, the integration will start automatically.

Reply provides two integration profiles - Default and Custom profile. You can choose the one you prefer in the drop-down list.

The Default integration profile has preset settings. You cannot change them, but you can start syncing immediately. You can use this profile if the predefined setup works for you.

Predefined sync steps include:

Predefined field mappings include:

The Custom profile lets you build a custom integration between Salesforce and Reply. It gives you more control over what data is synced and how. In the next sections, we'll go over the available actions and show you how to set up the Custom profile.

To create a new synchronization step, click the Add sync step button. You can add as many steps as you need.

Possible synchronization steps include:

You can sync in both directions: Salesforce → Reply or Reply → Salesforce. To change the direction of a step, click the icon in the Add sync step popup.

After creating a synchronization step, you need to add field mappings. To do this:

For the following steps, these field mappings are required:

Contacts in Salesforce ↔ People in Reply

Leads in Salesforce ↔ People in Reply

You can add filtering rules to any synchronization step. For example, you can sync only contacts who replied or contacts that are part of a specific Reply list.
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To add a filtering rule:

💡You can create and save custom filters on the People page and use them later in your Salesforce integration.

To remove a loaded filter, click Clear filter.

Ownership mappings let you control who receives synced contacts in Reply when syncing data between Salesforce and Reply. For example, you can assign contacts coming from Salesforce to specific team members in Reply. This helps distribute contacts correctly when multiple people work in the same workspace.

To set up ownership mappings:

💡 You can create multiple owner pairs to route contacts to different team members.

For a detailed guide on owner mapping options, see this article.

Once you've added filtering rules (and ownership mappings if you're working in a team), you can choose which sequence synced contacts should be added to.

To move contacts to a sequence:

Ignore step delay – If enabled, the delay before the selected step will be skipped. The sequence will start processing contacts immediately once the sending schedule is open. The following steps will still follow their configured delays.

Only for new records – If enabled, only new records added to Reply will be pushed to the sequence. Updated records will be skipped.

If you are using Team Edition, you can add multiple sequence mappings for different team members and send contacts to their sequences. However, you can choose only one sequence per team member in one sync step.

Once you've finished setting up a sync step, turn on the toggle to activate it and start syncing data. Make sure to enable both the sync step and the integration itself in the top-right corner.

If you need to stop syncing later, simply toggle the step off. To completely remove a step, hover over it and click the Remove icon.

You can also disconnect the integration entirely by clicking Disconnect.

The Logs tab shows information about the latest synchronization activity between Salesforce and Reply. You can see whether the sync was successful and how many contacts, emails, tasks, and other records were synced.

By default, the integration syncs data every 2 hours. If you need to sync sooner, click Sync now to trigger an immediate sync.

When a contact is synced from Salesforce to Reply, the system adds a direct link to the contact in the profile card. Click the link to open the contact in a new tab.

Lead conversion is the process of turning a lead into an account, contact, and/or opportunity.

Reply can synchronize converted leads into People in Reply. However, it is not possible to update a converted lead with a new status or email in Salesforce. If the integration tries to update a converted lead, you may see an error in Logs.

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