Levitate + Salesforce Integration: Version 2

As of November 2025, Levitate has implemented a new version of our Salesforce integration.

What is the integration?

We've created an integration for Salesforce users to simplify contact creation and management in Levitate. Without the integration, Levitate relies on the manual export of Salesforce data to build the lists of contacts with whom you keep in touch. The Levitate + Salesforce integration syncs your contacts twice daily so you can seamlessly nurture those relationships while your data stays evergreen.

Who can utilize the Levitate + Salesforce integration?

The customer has to have a Salesforce edition that includes API access in order for us to sync. That means they have one of these:

  • Enterprise
  • Unlimited
  • Developer
  • Performance
  • Professional PLUS a paid add-on for API access

Salesforce Integration Overview

Our Salesforce integration is designed to work seamlessly across organizations of any industry, using a secure API connection to keep your data aligned.

Key Details:

  • Integration Type: API-based connection with Salesforce
  • Supported Industries: All industries
  • Data Sync Frequency: Updates occur twice daily to keep your information current

Activity Logging & Writeback:

All engagement activities are automatically recorded in Salesforce, including:

  • Notes
  • Emails
  • Logged phone calls
  • Handwritten cards
  • Text messages

These activities are written back as notes, ensuring a complete history of communication within your CRM.

User Access & Authentication:

  • The integration is powered through a single Salesforce user connection
  • This user must have valid Salesforce login credentials
  • Records are mapped based on the Owner field to ensure proper user alignment

Salesforce Integration Settings

Our Salesforce integration offers flexible configuration options, allowing you to tailor how data is synced, organized, and used within Levitate.

Core Settings

  • Sync User — The Levitate user whose Salesforce connection powers the integration and enables data synchronization.
  • Record Ownership Mapping — Contacts are mapped based on ownership in Salesforce using the Owner field, ensuring proper alignment between systems.

Activity Writeback

Levitate can automatically send engagement activities back to Salesforce as contact notes. Supported activity types include:

  • Emails
  • Notes
  • Phone calls
  • Handwritten cards
  • Text messages

You can choose which activity types to sync—or opt out entirely.

Tags & Contact Data

  • Standard Fields as Tags — Most standard Salesforce contact fields can be used as tags in Levitate (excluding First Name and Last Name).
  • Custom Fields as Tags — Custom Salesforce fields can also be mapped as tags. Supported field types include:
    • Text
    • Boolean (true/false)
    • Picklist
    • Multi-select picklist

Date-Based Key Facts

  • Standard Date Fields — Salesforce contact date fields can be brought into Levitate as Key Facts (excluding Last Activity Date).
  • Custom Date Fields — Custom date and datetime fields can also be mapped as Key Facts.

Contact Status Indicators

  • Deceased Contacts — If you track a "deceased" status in Salesforce (via a checkbox or date field), this can be mapped so those contacts are automatically excluded or archived in Levitate.
  • Unsubscribe Status — Fields that indicate a contact has opted out of communications can be mapped to generate an unsubscribe tag in Levitate.

Contact Filtering & Segmentation

  • Segment by Tags — Choose to sync only specific contacts based on selected Salesforce tags, giving you control over which records are imported.

Record Type Selection

  • Contact Record Type — Select whether to sync standard Contacts or Person Accounts from Salesforce. Note: This setting cannot be changed once selected.

Campaign & Engagement Data

  • Campaign Tags — Contacts can be tagged based on their Salesforce Campaign membership, using the campaign name.
  • Interest Tags — When enabled, interest tags from Salesforce are synced in the format: Category: Tag (e.g., Events: Webinar). All tags are included by default, with the option to exclude specific ones.
  • Topics — Topics assigned in Salesforce can also be synced as tags in Levitate. These appear as simple labels (no category) and can be customized after enabling.

Salesforce Data Mapping

Because Salesforce is highly customizable, field names and layouts may vary between organizations. The mappings below reflect how standard data is typically aligned between Salesforce and Levitate, but your specific setup may differ.

Contact Information

  • Name Fields — Salesforce fields such as First Name and Last Name map directly to Levitate.
    • Nickname: Salesforce does not include a standard nickname field. However, a custom field can be mapped to Nickname in Levitate if needed. Our team can assist with this setup.

Address Information

  • Mailing Address — The following Salesforce fields are combined into a single Mailing Address in Levitate:
    • Street
    • City
    • State/Province
    • Zip/Postal Code
    • Country

Contact Details

  • Email Address — The primary email field in Salesforce syncs directly to Levitate.
  • Phone Numbers — All available phone numbers associated with a contact in Salesforce are imported into Levitate.

Contact Status

  • Deceased Indicator — If your Salesforce instance includes a field (such as a checkbox or date) indicating a contact is deceased, this can be mapped in Levitate. Once configured, Levitate will automatically archive these contacts or exclude them from syncing.

Professional Information

  • Job Title — Salesforce Title fields map to Job Title in Levitate. If your organization uses a different field for this information, it can be customized with assistance from our team.
  • Company Name — The Salesforce Account Name field maps to Company Name in Levitate.

Key Facts

Key Facts in Levitate help highlight important dates and milestones from your Salesforce data, making it easier to personalize outreach and stay connected with your contacts.

Standard Date Fields

  • Birthday — The Salesforce Birthdate field maps directly to the Birthday Key Fact in Levitate. If your organization uses a different field to track birthdays, this can be customized with assistance from our team.

Custom Date Fields

  • Additional Key Dates — Any custom date field in Salesforce can be brought into Levitate as a Key Fact (for example, anniversaries, renewal dates, or other important milestones).
  • These fields can be selected and managed within your settings.
  • Once enabled, they will appear as Key Facts on the corresponding contact records in Levitate.

This flexibility allows you to surface the most meaningful dates for your business and use them to drive more timely, personalized communication.

Tags

Tags in Levitate help organize and segment your contacts using data synced directly from Salesforce. This allows you to easily filter audiences and personalize communication based on meaningful attributes.

Default Tagging

  • Salesforce Source Tag — Every contact synced from Salesforce is automatically tagged to indicate its origin. This helps you quickly identify which contacts are managed through the integration.

Custom Field Tags

  • Supported Fields — Salesforce fields with the following types can be converted into tags in Levitate:
    • Picklist
    • Multi-select picklist
    • Checkbox (true/false)
    • Text (string)
  • How It Works — When enabled, each field value is added as a tag on the contact, typically prefixed with the field label from Salesforce for clarity.
  • Setup — These fields can be selected and enabled within your settings.
  • Note: Tags longer than 60 characters will be automatically shortened for display.

Owner Tagging

  • Contacts are tagged based on their assigned Salesforce Owner (User Name).
  • If no owner is assigned, the tag will display as Unassigned.
  • If the owner is no longer active in Salesforce, the tag will display as Deactivated.

Unsubscribe Tagging

  • If your Salesforce instance includes a field indicating that a contact has opted out of communications, this can be mapped to an Unsubscribe tag in Levitate.
  • Supported Field Types:
    • Checkbox (true/false)
    • Date field (e.g., unsubscribe date)
  • Setup: This field must be selected within your settings to enable the mapping.

These tagging capabilities make it easy to segment your audience, maintain clean data, and ensure your outreach aligns with each contact's preferences and status.

Enabling the Salesforce Integration

  1. Salesforce Admin Installation — Your Salesforce administrator will first need to install the Levitate External Client App through Salesforce. Reach out directly to your Success Specialist for the steps to do so.
  2. Connect in Levitate — Once the app is installed, log in to Levitate and connect by clicking through the new Salesforce dashboard card. This is what the new card looks like:

Don't see the dashboard card?

Need to get connected to Salesforce Version 2 and don't see the new dashboard card to prompt connection?

First, access the menu under your name in the upper right corner of the Levitate dashboard and choose Integrations.

From there, you'll see Salesforce as an option and you will choose to Manage.

Once you click manage, you will be prompted to enter your login credentials for Salesforce to get connected.

FAQs

Q: Do we push changes made to contacts in Levitate back into Salesforce?

A: No. Salesforce is your CRM and remains your source of truth for contact info — we just read the contacts as you have them in Salesforce.

Q: Will the integration work if my Salesforce instance is highly customized or uses an overlay?

A: In most cases, yes—but it depends on how your data is structured.

Salesforce is highly customizable, and some organizations use overlays (custom-built layers on top of Salesforce) that significantly change how data is organized. Because of this, the best way to confirm compatibility is to test the integration.

As a general rule, the integration works best when contact data is stored in Salesforce's standard Contact object. While we don't sync data from entirely separate custom objects, we can still bring in custom fields from Contacts as tags or key facts.

Q: What is a Salesforce "overlay"?

A: An overlay is an additional layer built on top of Salesforce that adds industry-specific features and customizations.

  • Salesforce is a flexible platform for managing customer relationships.
  • An overlay enhances Salesforce with tailored tools and workflows.
  • For example, Practifi is an overlay designed specifically for financial services firms.

Think of Salesforce as a foundation, and overlays as specialized enhancements built on top of it.

Q: Can we use fields from Accounts (or other objects) as tags on Contacts?

A: Not directly. The integration only creates tags from fields on the Contact object.

However, there is a common workaround:

  • Mirror the desired data onto the Contact record (e.g., using Salesforce formula fields or automation).
  • Once the data exists on the Contact, it can be used as a tag in Levitate.

Note: Formula fields are not a reliable option for this. Even though they may accurately reflect fields from other objects, we can't observe changes to them unless other fields change at the same time.

Our team can help guide you through this setup if needed.

Q: Do Person Accounts sync as individual contacts?

A: Yes. You can choose whether to sync standard Contacts or Person Accounts from Salesforce using the Contact Record Type setting when configuring the integration. Note: This setting cannot be changed once selected.

Q: Does the integration support households?

A: No. While some Salesforce setups use Accounts or custom objects to represent households, the integration does not currently group contacts into households within Levitate.

Q: Can Levitate sync leads, opportunities, or prospects?

A: The integration does not directly sync Opportunities or other non-contact objects.

However, if leads or prospects are stored as Contacts in Salesforce, they can be synced and even tagged (for example, using a custom field to indicate lead status).

Q: Do Salesforce permissions carry over into Levitate?

A: Not exactly.

  • The integration only syncs data that the connected Salesforce user has access to.
  • Contact ownership can be mapped to users in Levitate.
  • You can configure visibility settings in Levitate (such as private contacts) to control access.

However, Levitate does not automatically replicate all Salesforce visibility rules.

Q: How long does the initial sync take?

A: Sync times can vary depending on the size and complexity of your Salesforce data.

  • Typical sync times range from 10 minutes to about an hour.
  • Larger or more complex accounts may take longer.

Q: Where do activities from Levitate appear in Salesforce?

A: All activities written back from Levitate are saved as Notes in Salesforce (not Activities).

  • If Enhanced Notes are enabled, they appear in a dedicated Notes section with rich formatting.
  • Otherwise, they appear as plain text under Notes & Attachments.

Keep in mind that the exact layout may vary depending on your Salesforce configuration.

Q: What data can be customized or remapped between Salesforce and Levitate?

A: We offer flexibility in how certain fields are mapped between Salesforce and Levitate. As long as the data exists on the Contact object in Salesforce, the following fields can be customized:

  • Birthdate
  • Job Title
  • Owner (User)
  • Deceased status (checkbox or date of death)
  • Unsubscribe status (checkbox or date)

Our team can assist with configuring these mappings to align with your specific Salesforce setup.

Q: Will contacts automatically be archived if they have a date of death in Salesforce?

A: Yes. If a contact has a date of death recorded in Salesforce and that field is mapped in the integration, Levitate will automatically archive the contact.

Archived contacts will not display a Key Fact for the date of death, but they will be excluded from active communication and engagement.

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