Syncing your Salesforce data with Clearbit

Syncing Salesforce with Clearbit allows you to integrate your CRM data into your Clearbit workflows and build advanced segments that reference your sales data.

To get started, head to your Salesforce Connector settings in Clearbit X.

 Connecting your Salesforce account

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If you use a custom Salesforce domain (i.e. you login to Salesforce from a subdomain other than login.salesforce.com), you can use the first toggle to specify your custom domain.

Choose whether you are installing into a sandbox or production org and click the big blue button. You'll be asked to sign in to your Salesforce account to auth with Clearbit.

Syncing your Salesforce data

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Now that you've connected your Salesforce account to Clearbit, you'll see sync settings appear beneath the oauth settings. Switch the toggle on to start your sync.

Note that your Salesforce data is synced every 4 hours, so Clearbit may be a few hours out of date at any given time.

A note about security

We take data security very seriously, especially when it comes to your Salesforce data. Head to our security policy for more information.