How-to · 6 min

Connect Salesforce

Set up two-way sync between Prospct and your Salesforce org.

Authorize the connection

In Settings → Integrations → Salesforce, click Connect. You'll be redirected to Salesforce OAuth. Approve the requested scopes (Contacts, Accounts, Leads, Opportunities read/write).

Map fields

Choose which Prospct fields sync to which Salesforce fields. Common mappings: email, mobile, title, department, seniority, tech_stack, funding_stage.

Set the refresh cadence

Choose real-time push (on every reveal) or scheduled (daily / weekly). Real-time is the default.