Key Takeaway
Get Records from Salesforce lets you fetch leads, contacts, and accounts from salesforce. — included in your plan at no extra credit cost. It is part of SyncGTM's 15+ lead source library .
What is Get Records from Salesforce?
The Get Records from Salesforce lead source bridges your Salesforce CRM with SyncGTM, enabling you to pull leads, contacts, accounts, opportunities, and any custom sObject directly into your enrichment workflows. Salesforce is the backbone of enterprise sales operations, but its data often becomes stale, incomplete, or siloed across business units. This connector solves that problem by letting you extract precisely the records you need, enrich them with dozens of third-party data providers through SyncGTM's waterfall enrichment engine, and sync the results back to Salesforce or forward them to any downstream tool in your tech stack.
SyncGTM's Salesforce integration supports SOQL-based filtering, which means you can write precise queries to pull exactly the segment you need, whether that is all leads created in the last 30 days, all accounts in a specific territory, or all opportunities above a certain deal value. The connector handles Salesforce API pagination, rate limiting, and session management automatically. For teams running on Salesforce Professional, Enterprise, or Unlimited editions, this is the most efficient way to move CRM data into an enrichment pipeline without writing custom Apex code or managing integration middleware.
Beyond simple data extraction, the Salesforce connector unlocks powerful operational workflows. You can set up recurring pulls to keep your enrichment tables synchronized with Salesforce on a schedule, chain enrichment steps to append verified emails, direct-dial phone numbers, technographic signals, and buying-intent data, and then write the enriched records back to Salesforce fields or trigger automated sequences. This end-to-end loop means your sales team always has access to the freshest, most complete data available, directly inside the CRM they already use every day.
Once your data is in SyncGTM, you can run it through waterfall enrichment to fill in missing emails, phone numbers, and firmographics from 75+ data providers. Pair this lead source with SyncGTM's enrichment actions and push clean, enriched records directly to your connected CRM or outreach tool. Learn more about how waterfall enrichment works.
How it works
- 1
Authenticate your Salesforce org via OAuth 2.0 in SyncGTM's integrations settings. The connector supports both production and sandbox environments.
- 2
Select the Salesforce sObject you want to query: Lead, Contact, Account, Opportunity, or any custom object. Optionally write a SOQL WHERE clause to filter records.
- 3
Choose which Salesforce fields to include, or use the auto-mapper to pull all available fields. SyncGTM maps each field to a typed table column automatically.
- 4
Execute the pull manually or configure a recurring schedule. The connector handles Salesforce API bulk and REST endpoints, pagination, and rate limits transparently.
- 5
Enrich the imported records with SyncGTM's waterfall enrichment, then optionally push updated fields back to Salesforce via a write-back action.
Use cases
Enrich Salesforce leads before SDR assignment
Pull newly created leads from Salesforce, run them through email verification, firmographic enrichment, and lead scoring in SyncGTM, then update the enriched fields back in Salesforce so SDRs receive fully qualified, data-rich leads.
Territory planning with enriched account data
Extract all accounts in a target territory, append employee count, revenue range, and technographic data via SyncGTM, and use the enriched dataset to balance territories and prioritize high-value accounts.
Opportunity pipeline review enrichment
Pull open opportunities above a deal-value threshold, enrich the associated contacts and accounts with the latest firmographic and intent signals, and feed the enriched data into your forecasting dashboards.
Win/loss analysis with enriched closed deals
Export closed-won and closed-lost opportunities along with their contacts, enrich them with additional company attributes, and analyze patterns to improve your sales playbook and ideal customer profile.
Data hygiene and duplicate detection
Periodically pull all contacts and leads, run deduplication and field-completeness checks in SyncGTM, and flag problematic records for your ops team to clean up in Salesforce.
Related lead sources
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Import CSV
Import leads and records from CSV files directly into your workflow.
Scrape People
Scrape people by name, role, or company to build prospect lists.
Scrape Companies
Scrape companies by industry, size, or other filters.
Set Up a Webhook
Receive real-time data from external apps via webhooks.
HTTP Request
Send custom API requests to fetch data from any endpoint.