Salesforce
Push visitor identification data into Salesforce for pipeline enrichment. Create leads or contacts from identified visitors and enrich existing records with visitor behavior data.
Plan Requirement
Salesforce integration is available on Scale plans and above. If you're on Starter, Growth, or Free Trial, upgrade to Scale to enable Salesforce sync.
Overview
Create leads or contacts from identified visitors
Enrich existing Salesforce records with visitor behavior data
Sync company information
Setup Steps
Log in to the Bullseye dashboard and navigate to Settings > Integrations
Click Connect Salesforce
Enter your Salesforce credentials or use OAuth to authorize Bullseye
Select the Salesforce org (production or sandbox) you want to connect
Choose whether to create Leads, Contacts, or both
Configure field mapping for leads/contacts and accounts
Save and enable the integration
Lead and Contact Creation
Creating Leads
When configured to create leads, Bullseye creates a new Lead record when a visitor is identified and no matching Lead or Contact exists. The lead includes:
Email, first name, last name, job title
Company name (mapped to Company on the Lead)
Visitor and company metadata (industry, employee count, location)
Source information (referrer, UTM parameters, landing page)
Creating Contacts
When configured to create contacts, Bullseye creates a Contact linked to an Account. If the Account does not exist, it is created first. The contact includes the same visitor and company data as leads.
Matching Logic
Bullseye matches visitors to existing Salesforce records primarily by email. If a visitor's email matches an existing Lead or Contact, Bullseye updates that record instead of creating a duplicate.
Record Enrichment
For existing Salesforce records that match an identified visitor:
Lead/Contact fields — Job title, LinkedIn URL, location, and other mapped fields are updated with the latest visitor data
Account fields — Company name, industry, employee count, and location are synced to the associated Account
Activity — Visitor behavior (pages visited, referrer, UTM parameters) can be written to custom fields or Activity History, depending on your configuration
Company Sync
Company data from Bullseye is synced to Salesforce Accounts:
New companies create new Account records
Existing companies (matched by domain or company name) update the Account with industry, employee count, and location
Contacts and Leads are associated with the correct Account
Disconnecting
To disconnect Salesforce:
Go to Settings > Integrations
Find Salesforce and click Disconnect
Confirm the action
Disconnecting stops all sync activity. Existing records in Salesforce are not modified or removed.
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