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Add Contacts to Salesforce from Salesgear

Surender Nadarajan avatar
Written by Surender Nadarajan
Updated this week

This action lets you push contacts from Salesgear into Salesforce without manual CSV imports.

Why this is useful:

  • Keeps CRM and outbound data in sync

  • Prevents duplicate data entry

  • Preserves engagement context when syncing

You can choose whether the contact appears in Salesforce as:

  • A Lead

  • A Contact

What gets synced

  • Contact details

  • Associated metadata

  • Ownership (based on integration rules)

Step-by-step: Add contacts to Salesforce

  1. Go to Contacts

  2. Select one or more contacts

  3. Click More Options (⋮)

  4. Choose Add to Salesforce

  5. Select Lead or Contact

  6. Click Submit

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