# Connecting Salesforce

This guide walks you through connecting Spara to Salesforce so that lead conversations and field data sync automatically to your CRM.

For a full feature reference, see [Salesforce](/integrations/crm-integrations/salesforce.md).

## What Syncs

Once connected, Spara can:

* Write conversation data and field values to matching Salesforce Leads and Contacts (Push)
* Create new Salesforce records when no match is found
* Import existing Salesforce records into Spara as Leads (Pull)
* Read Account and Owner data to personalize agent behavior

{% stepper %}
{% step %}

#### Navigate to Integrations

Go to [**Settings > Integrations**](https://app.spara.co/organization/integrations) and find the Salesforce card. Click **Authorize**.

{% hint style="info" %}
You need Manager or Integrator permissions to connect integrations. See [https://docs.spara.com/platform/settings/user-management](https://docs.spara.com/platform/settings/user-management "mention") for role details.
{% endhint %}
{% endstep %}

{% step %}

#### Enter your Salesforce URL and authorize

Enter your Salesforce instance URL (e.g., `https://yourcompany.salesforce.com`). Use your main Salesforce domain — not a `.force.com` URL.

Click **Authorize** and complete the Salesforce authentication flow.
{% endstep %}

{% step %}

#### Configure Push Rules

On the Manage page, use the **Contacts** and **Leads** tabs to configure Push Rules independently for each object type:

* **Update existing records** — Spara writes data to matching Salesforce Contacts or Leads
* **Create records when no match is found** — Spara creates a new record if no match exists (requires the update option to be enabled)

Spara matches records by email address or Salesforce object ID automatically.
{% endstep %}

{% step %}

#### Map fields

Under **Data Model Sync**, set up field mappings between Spara Lead fields and Salesforce fields. Configure mappings separately for Contacts and Leads using the tabs.

For each mapping:

1. Choose a **Spara field** (e.g., First name, Company, or any custom field)
2. Choose the corresponding **Salesforce field**
3. Set the **Write rule** — overwrite existing values, or only write when the field is empty

To sync the full conversation history, map the **Conversation** Spara field to any Salesforce text field.

For a full list of available Spara fields, go to [**Data Model**](https://app.spara.co/data-model).
{% endstep %}

{% step %}

#### Save and verify

Click **Save** to activate the connection. New lead activity will begin syncing to Salesforce immediately.

To verify, have a test lead interact with your Spara agent and confirm that a corresponding Lead or Contact record appears or is updated in Salesforce.
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{% endstepper %}

## Troubleshooting

### OAuth Error

If you see an OAuth Error, have your Salesforce admin connect directly from Spara, or create an external connected app with API read/create/edit access on Leads and Contacts.

### Reconnection required

Go to [**Settings > Integrations > Salesforce**](https://app.spara.co/organization/integrations/salesforce/manage), click **Deauthorize**, then authorize again.

### Disconnecting

Click **Deauthorize** on the Salesforce manage page. Your sync configuration and field mappings are preserved for when you reconnect.


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