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Salesforce Integration

Connect your Salesforce org to LeadFuel for automatic contact matching, campaign attribution, activity logging, and lead creation.

5 minutes7 steps

Before You Start

  • A LeadFuel account with Pro or Enterprise plan
  • A Salesforce account with admin or API access
  • A Salesforce Connected App configured for OAuth 2.0 (your Salesforce admin can set this up)
1

Navigate to Integration Settings

Log in to your LeadFuel dashboard and go to Settings → Integrations. You'll see sections for CRM and enrichment providers.

Scroll to the Salesforce section. You'll see fields for: - Client ID - Client Secret - Instance URL

These come from your Salesforce Connected App configuration.

2

Create a Salesforce Connected App (If Needed)

If your Salesforce admin hasn't already created a Connected App for LeadFuel, here's what they need to do:

  1. 1In Salesforce, go to Setup → App Manager → New Connected App
  2. 2Fill in the basic info:
  3. 3 - Connected App Name: LeadFuel
  4. 4 - API Name: LeadFuel
  5. 5 - Contact Email: your admin's email
  6. 6Under API (Enable OAuth Settings):
  7. 7 - Check 'Enable OAuth Settings'
  8. 8 - Callback URL: https://lead-fuel.com/api/auth/callback/salesforce
  9. 9 - Selected OAuth Scopes: Full access (full), Perform requests at any time (refresh_token, offline_access)
  10. 10Save the Connected App
  11. 11Wait 2–10 minutes for Salesforce to activate it
  12. 12Go back to the Connected App and copy the Consumer Key (this is the Client ID) and Consumer Secret

Your Instance URL is the base URL of your Salesforce org — for example, https://yourcompany.my.salesforce.com.

If you're not a Salesforce admin, send these instructions to whoever manages your org. They'll need to create the Connected App and share the Client ID and Client Secret with you.

3

Enter Your Salesforce Credentials

Back in LeadFuel Settings → Integrations → Salesforce:

  1. 1Client ID: Paste the Consumer Key from your Connected App
  2. 2Client Secret: Paste the Consumer Secret
  3. 3Instance URL: Enter your Salesforce instance URL (e.g., https://yourcompany.my.salesforce.com)
  4. 4Click Save

LeadFuel stores these credentials securely per-tenant — they're never shared with other accounts.

4

Test the Connection

After saving, click the Test Connection button. LeadFuel will attempt to authenticate with Salesforce using your credentials.

If successful, you'll see a green confirmation message. If it fails, double-check: - The Client ID and Client Secret are correct (no extra spaces) - The Instance URL includes https:// and your org's subdomain - The Connected App is active in Salesforce (can take up to 10 minutes after creation) - Your Salesforce user has API access enabled

5

Link Events to Salesforce Campaigns

For campaign attribution to work, you need to link your LeadFuel events to Salesforce campaigns.

  1. 1Go to Dashboard → Events
  2. 2Click on an event (or create a new one)
  3. 3In the event settings, you'll see a Salesforce Campaign dropdown
  4. 4Select the campaign you want leads from this event attributed to

When a lead is captured at this event, LeadFuel will automatically: - Search for an existing Contact matching the lead's name and company - Search for an existing Account matching the company - Create the Contact if it doesn't exist - Add the Contact as a Campaign Member to the linked Salesforce campaign - Log an Activity on the Contact with conversation details and AI-generated notes

Create the Salesforce campaign before the event so it's ready in the dropdown. Name it consistently (e.g., '2026 AWS re:Invent') so it's easy to find.

6

How Matching Works

When LeadFuel processes a lead, the Salesforce integration runs this matching logic:

Contact matching:

1. Search by email (if available) — exact match

2. Search by name + company — fuzzy match

3. If no match found, a new Contact is created

Account matching:

1. Search by company name — fuzzy match

2. If found, the Contact is linked to the existing Account

3. If not found, LeadFuel notes the company but doesn't create a new Account (to avoid duplicates)

Campaign Members:

The Contact is added as a Campaign Member to the event's linked Salesforce campaign
Campaign member status is set to 'Responded'

Activity Logging:

A Task is created on the Contact with AI-generated conversation notes
The task includes conversation topics, pain points, and follow-up hooks
The task is assigned to the Contact's account owner (if one exists)
7

Verify It's Working

After processing your first few leads, verify the integration is working:

  1. 1Open a processed lead in your LeadFuel dashboard
  2. 2Look for the Salesforce section — you should see:
  3. 3 - sf_contact_id — the matched or created Contact ID
  4. 4 - sf_account_id — the matched Account ID
  5. 5 - Campaign membership status
  6. 6Open the Contact in Salesforce and verify:
  7. 7 - The Activity was logged with conversation notes
  8. 8 - Campaign membership shows the correct campaign

If any of these are missing, check the lead's audit trail (Lead Detail → Audit Trail) for error messages.

Troubleshooting

Test Connection fails with 'Invalid client credentials'
Double-check your Client ID and Client Secret. Make sure you copied the Consumer Key (not the Consumer Secret) into the Client ID field. Also verify the Connected App is active — it can take up to 10 minutes after creation.
Leads are processing but no Salesforce data appears
Check that: (1) the event is linked to a Salesforce campaign, (2) the integration credentials are saved and tested successfully, (3) the lead has enough data for matching (at least name and company). Check the lead's audit trail for specific error messages.
Duplicate contacts are being created
LeadFuel matches by email first (exact match), then by name + company (fuzzy match). If the badge didn't have an email and the name is slightly different from what's in Salesforce, a duplicate may be created. After enrichment fills in the email, future matches should be more accurate. You can merge duplicates in Salesforce.

Need more help?

Check other tutorials or reach out to our team.

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