Connecting Salesforce

How to connect Spara to Salesforce and configure lead syncing.

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.

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 (Import)
• Read Account and Owner data to personalize agent behavior

1

Navigate to Integrations

Go to Settings > Integrations and find the Salesforce card. Click Authorize.

You need Manager or Integrator permissions to connect integrations. See User Management for role details.

2

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.

3

Turn on sync

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

• Sync Leads / Sync Contacts (top of the tab): turn on to sync linked records both ways according to your write rules; turn off to stop all sync for that record type
• Create & update, Update only, or Create only (under Writing to Salesforce Leads / Contacts): choose whether Spara creates Salesforce records when no existing one matches, only updates existing records, or always creates new records without matching

Spara matches records by Salesforce ID, email address, or phone number automatically.

4

Map fields

Under Fields synced to/from CRM, 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.

5

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.

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, 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.