Salesforce + AiSDR integration
Last updated: March 26, 2026
The Salesforce integration with AiSDR syncs leads and key campaign activities between platforms so your team can run outreach in AiSDR while keeping Salesforce up to date.
With our 2-way sync, you can:
Pull leads into AiSDR from Salesforce Reports
Push AiSDR leads and activities (emails, notes, meetings) back into Salesforce, so reps see the full history in one place
Sync Salesforce data to AiSDR to strengthen the personalization
Salesforce → AiSDR
⛓💥 Connecting Salesforce to AiSDR
How to Connect Salesforce
Go to Settings → Integrations → Salesforce.
Click “Connect”.
Authorize the connection on the Salesforce side.
Once connected, you’ll see confirmation that your Salesforce account is successfully linked. From here, you can configure reports and campaigns.
Only a Salesforce admin can complete the connection.
If you see the OAuth error in Salesforce when trying to connect, it means you do not have the right scope of permissions in Salesforce to proceed with the connection.
Contact your Salesforce admin to create the connection instead or if you are the admin, but still are seeing the error above, let us know in the dedicated Slack channel or via help@aisdr.com.
📊 Syncing Salesforce Reports to Campaigns
You can connect Salesforce reports directly to AiSDR campaigns. This ensures all new contacts from Salesforce reports flow seamlessly into the selected campaign.
Steps to Connect a Report
Go to the Integrations.
Choose the Salesforce section.
Select the report to connect and campaign you'd like to connect it to.
Once a connection is established, you will see Basic Salesforce sync actions directly inside the linked campaign. The option Sync new contacts from Salesforce will be enabled automatically, ensuring that new contacts from the connected report will be added automatically.
Only Contacts and Accounts reports are supported. Report must be public in Salesforce to sync successfully with AiSDR>
Sync Options
Automatic sync every 4 hours: New leads added to the Salesforce report are synced automatically (enabled by default).
Disable sync anytime: You can turn off continuous sync in campaign settings.
Limitations
One campaign can only connect to one report.
A report can connect to multiple campaigns.
Salesforce and HubSpot cannot run simultaneously in the same campaign.
🚀 How to create a campaign with Salesforce leads?
AiSDR makes it simple to pull leads from Salesforce into campaigns — both during campaign creation and on an ongoing basis.
Adding Leads at Campaign Creation
Go to the Campaign Builder. Select CRM
Switch to the Salesforce tab.
Select the Salesforce report (Contact report) you want to use.
Finish setting up the campaign.
➡ All leads from the chosen report will appear in the campaign automatically.
Continuously Adding New Leads
By default, the option “Sync new contacts from Salesforce” is turned on.
How it works:
AiSDR checks the connected report every 4 hours.
New contacts in that report are added automatically to the campaign.
If you disable this option, no new leads will sync after the campaign is created.
Result: Campaigns stay automatically updated with fresh Salesforce contacts, reducing manual work and ensuring outreach stays current.
🧠 How to create a campaign based on accounts (companies) from Salesforce?
Searching Leads based on Accounts (Companies) at Campaign Creation
Go to the Campaign Builder.
Select CRM (Salesforce tab).
Select the Salesforce report (Account report) you want to use.
Choose how to find people inside those companies
You have two options:
AI People Search – AI automatically finds relevant contacts based on your targeting criteria.
Standard Search – You manually define filters (job title, seniority, department, etc.).
Both tools will search for leads who work at the companies listed in your selected Salesforce report.
Finish setting up the campaign.
Finish configuring messaging, persona, mailbox, and other campaign settings — and launch 🚀
🔁 Continuously Adding New Leads
If your Salesforce report is dynamic (new companies are regularly added), you can enable automatic lead processing.
Simply select “Yes” next to “Continuously add new.”
When enabled:
The system will continuously monitor your selected Salesforce report
Newly added companies will be processed automatically
AiSDR will search for relevant contacts inside those companies based on your defined criteria
This ensures your campaign keeps running and scaling without manual updates.
🔍 Contact data sync and enrichment
Default Sync
By default, AiSDR imports the key fields from Salesforce reports: First Name, Last Name, Email, Company Name, and Job Title. These fields provide the essential details needed for managing campaigns and outreach.
Enrichment Options
During campaign creation, you can enable the “Enrich contacts from Salesforce” option. When this is active, AiSDR enriches leads with additional information such as company website, industry, location, and LinkedIn profile.
Enrichment only applies when leads are first added to a campaign. If a lead is added without enrichment, it will not be enriched later, even if you enable the option afterward.
Additional Data Fields
Along with the core details, AiSDR syncs extra fields from Salesforce added to your report.
Managing Sync Settings
Both continuous sync and enrichment settings remain visible in the campaign personalization panel. You can adjust them at any time by switching to Edit mode, ensuring that campaigns reflect your current needs without affecting leads that have already been imported.
🔄 Optional: Daily contact data refresh
AiSDR can optionally keep contact/company fields up to date by re-checking the connected report columns on a schedule.
How it works:
AiSDR walks through reports connected to campaigns
If a report changed (e.g., columns updated, report run), AiSDR updates the corresponding lead info in AiSDR based on report columns Salesforce 2-way sync
This logic is controlled by a separate feature toggle and needs to be enabled by a request to your dedicated account manager.
🚫 Managing Salesforce Suppression Lists
Suppression lists help ensure AiSDR doesn’t send emails to specific contacts. With Salesforce integration, suppression lists can be synced directly.
How to Upload a Suppression List
Go to Leads → Suppression List.
Click Create suppression list +.
Switch to the Salesforce tab.
Select the list to upload.
Click Upload.
Active vs. Static Lists
Active Suppression List (default): Automatically adds new contacts if they appear in Salesforce.
Static Suppression List: Only includes contacts available at the time of upload.
You can also use Salesforce Account reports as suppression sources.
When selected, AiSDR will suppress all contacts associated with the accounts included in that Salesforce Account report.
This is especially useful when you want to exclude specific customer segments, existing clients, partner accounts, or strategic accounts at the company level — without needing individual contact emails.
Important Rules
A Salesforce list can only serve one purpose:
If used in a campaign, it cannot be uploaded as suppression.
If uploaded as suppression, it cannot be linked to a campaign.
Deleting a suppression list removes all related entries in AiSDR.
Notifications
You’ll see confirmation messages when suppression lists or reports are successfully synced.
Advanced Salesforce features
AiSDR → Salesforce
🔄 Syncing AiSDR events to Salesforce
When enabled, AiSDR will sync outreach activity into Salesforce as Activities and/or Notes.
How to enable event sync
When creating the campaign, enable Sync events to Salesforce in the Basic Salesforce sync actions section:
Where activities appear in Salesforce
Activities/notes are linked to the Contact, and therefore also appear both, on the Contact page, as well as the the Account page:
Events that originated from AiSDR are easily identifiable as they always start with “AiSDR activity …”
What events are synced to Salesforce
Email activity: created for outgoing / incoming / reply event types:
LinkedIn messages: created for outgoing / incoming / reply event types:
Meeting activity: created for all Meetings Booked:
👫 Syncing AiSDR contacts to Salesforce
How to enable contacts sync
When creating the campaign, enable Add new contacts to Salesforce in the Basic Salesforce sync actions section:
Choose which leads you'd like to be added to your Salesforce:
Leads added: All leads in the campaign will be synced to Salesforce once the campaign is activated.
Only engaged: A lead is synced to Salesforce the moment AiSDR first reaches out to them.
Only replied: A lead is synced to Salesforce after AiSDR receives any incoming event (a reply).
Only positive response: A lead is synced to Salesforce only after they show positive engagement.
Where to find AiSDR contacts in Salesforce
Since Salesforce reports are dynamic, AiSDR leads will appear in any report where it matches the report filters.
But AiSDR contacts can be easily identified by the custom properties synced from AiSDR:
AiSDR lead status (New/ Awaiting Reply / Closed), which also helps identify contacts that are being actively engaged by AiSDR
AiSDR campaign name, which helps filter contacts by the campaign in AiSDR
AiSDR campaign link
AiSDR personalization info
🚩The fields above are hidden by default 🚩.
To see these fields on the contact page go to Setup -> Object Manager -> Contact -> Page and Layouts -> Contact Layout -> update info here:
📝 Syncing AiSDR data fields to Salesforce
AiSDR syncs a limited set of campaign and lead context fields to Salesforce (automatically mapped):
Contact Name
Contact Email
Contact Account
AiSDR Lead Status
AiSDR Lead Source
AiSDR Campaign Name
AiSDR Campaign Link
AiSDR Personalization Info
Note: At the moment, AiSDR can’t sync any additional/custom fields to Salesforce beyond the list above.
Need help with setting up Salesforce <> AiSDR integration? Contact us at help@aisdr.com