Salesforce

Seamlessly connect Ottogrid with Salesforce to automate your workflows and manage your CRM data effortlessly.

The Salesforce integration allows you to seamlessly connect Ottogrid with your CRM to automate data imports and enrichment processes. With this integration, you can:

Automatically import Salesforce records (Contacts, Leads, and Accounts) into Ottogrid for enrichment.
Use automations to push enriched data back into Salesforce without manual effort.
Ensure data accuracy by filling in only missing fields without overwriting existing information.

Important Note:
Ottogrid will only autofill empty fields when syncing data back to Salesforce. If an existing field contains data, Ottogrid will not overwrite it.

Supported Salesforce Objects

Ottogrid currently supports the following Salesforce objects for import and automation:

Contacts
Leads
Accounts

Feedback:
We are continuously working to expand our support—let us know if you have additional requirements.

How to Use the Salesforce Integration

1. Connect Your Salesforce Account

Navigate to the Integrations Page in Ottogrid.
Click Connect under Salesforce.
Follow the on-screen instructions to authenticate and link your Salesforce account.

Once connected, you can start creating tables from your Salesforce data.

2. Starting a new project with Salesforce (Importing Data)

On your homepage, click New Project.
Select Salesforce as your data source.
Choose the Salesforce object you want to import:
- Contacts
- Leads
- Accounts
Ottogrid will automatically create a table based on your selected Salesforce object—no manual mapping is required at this stage. Please review the supported fields for Contacts, Leads, Accounts listed below.

Reminder:

All imported columns will initially be set as non-AI columns. You can later configure which columns should use AI for enrichment.
You can add additional data or modify the table as needed once the table is created.

3. Salesforce Field Support

Ottogrid imports specific fields from Salesforce objects:

Accounts:

ID
Name
Description
Website
Industry
Billing City
Billing Country
Owner ID
Owner Name

Contacts:

ID
First Name
Last Name
Account ID
Account Name
Owner ID
Owner Name
Email
Phone Number
Salutation
Title

Leads:

ID
First Name
Last Name
Company Name
Email
Owner ID
Owner Name
Phone
Salutation
Title
Website
Industry

Do not manually modify your ID columns:

When creating a new record in Salesforce (e.g., Account, Contact, or Lead), Salesforce will automatically generate a unique ID. Ottogrid will update your table with this ID once it has been created. Do not manually add your own IDs for new records, as Salesforce handles this process, and we will ensure the correct ID is populated in your table.
When updating existing Salesforce records, do not modify the ID column. The ID serves as a unique identifier within Salesforce, and any manual changes may disrupt the data mapping process. Ottogrid will manage all updates to this field automatically to maintain accuracy and integrity.

4. Automate Workflows with Salesforce

Ottogrid allows you to set up automations to sync enriched data back to Salesforce automatically.

How it Works:

Automations can trigger actions based on conditions such as when a row is completed.
Mapping fields between Ottogrid and Salesforce happens during automation setup to allow you to map columns and fields between the two platforms.

Supported Triggers (When this happens in Salesforce):

A new Account is created.
A new Lead is created.
A new Contact is created.

Supported Actions (Then do this in Salesforce):

Create new records:
- Contact
- Lead
- Account
Update existing records:
- Contact
- Lead
- Account

Example Workflow: Automating Lead Enrichment

Here’s how you can create a fully automated workflow in Ottogrid to enrich Salesforce leads and keep them up-to-date, in under 1 minute:

Step 1: Create an Automation to Import New Leads from Salesforce

Create a new automation in Ottogrid and give it a descriptive name (e.g., “Import New Leads”).
Set the trigger condition ("When" field):
- Click the dropdown and hover over the Salesforce submenu.
- Select "When a new lead is added in Salesforce."
Set the action ("Do" field):
- Open the dropdown and hover over Ottogrid.
- Select "Add as a new row in Ottogrid."
Click Save.

Result:
Now, whenever a new lead is created in Salesforce, it will automatically be appended to your table in Ottogrid for enrichment.

Step 2: Create an Automation to Push Enriched Leads Back to Salesforce

Create another automation and name it (e.g., “Push Enriched Leads to Salesforce”).
Set the trigger condition ("When" field):
- Select "When a row is completed in Ottogrid."
Set the action ("Do" field):
- Hover over the Salesforce submenu and select "Update existing lead."
Click Save.

Result:
Once Ottogrid completes the enrichment process, it will automatically update the corresponding lead in Salesforce with the new insights—without overwriting any pre-existing data.

Limitations & Considerations

Beta Feature: This integration is currently in beta, and we welcome feedback to help us improve it.
Import Limit: Currently, you can import up to 100 records initially when starting a new project from Salesforce. We are able to expand this limit based on user feedback.
No Direct Export: Data cannot be exported manually to Salesforce; instead, you must set up automations to push data back to Salesforce upon row completion. We’re happy to hear more feedback around this if needed.
Manual Sync Options: If needed, you can still manually import data using CSV uploads or by copying from a sheet into Ottogrid.

Why Use the Salesforce Integration?

Eliminate Manual Data Handling: No need to manually upload and sync data—automations handle it for you.
Real-Time Enrichment: Use Ottogrid’s AI to enhance Salesforce records automatically.
Seamless Setup: Quickly connect and start enriching your Salesforce data in minutes.
Maintain Data Accuracy: Automate updates and ensure your CRM data is always up-to-date.

Getting Started

Ready to streamline your Salesforce workflows?

👉 Connect your Salesforce account now

Have feedback or feature requests? Let us know how we can improve the integration to better fit your needs.