# How to keep Salesforce and GetResponse contact data in sync? To use this integration, you will need one of the following Salesforce editions: * Enterprise Edition * Unlimited Edition * Developer Edition * Performance Edition You can connect your **Salesforce** and **GetResponse** accounts with **Salesforce Sync**. It is a two-way integration that lets you: * add **Salesforce** leads or contacts to a selected contact list in **GetResponse**, * add **GetResponse** contacts to your **Salesforce** leads or contacts, * have the most recent contact information in both applications. If you update contact information in one system, it’s automatically updated in the other. When you’re syncing the applications for the first time, you’ll need to connect the accounts, configure the sync, and map **Salesforce** custom fields onto the custom fields you use in GetResponse. Once you’ve connected the accounts, you can sync more lists and edit the existing syncs. When you’re preparing data for syncing, keep in mind that, * **Email** is a required field in **GetResponse**. Make sure to include it in the lead and contact info. * **Lead Source** is a required field for **Salesforce** leads. * If you have **Salesforce** custom field data for **Country** and **Phone** that doesn’t match the format used in **GetResponse**, map this custom field to the custom field type “text”. * We can only sync data for leads that have not been converted into contacts in **Salesforce**. * When contact/lead is removed from Salesforce we delete it from GetResponse contact list Connecting Salesforce and GetResponse accounts ---------------------------------------------- 1\. In your GetResponse account, go to [**Integrations** **and API**](https://app.getresponse.com/integrations). 2\. Hover your mouse over the **Salesforce Sync** tile and click “Details”. 3\. Click **Connect**. 4\. From the dropdown menu, select the Salesforce instance to you want to connect your **GetResponse** account to. You can choose between: * production. This is the “live” environment where all your **Salesforce** data is. You use it to run your business. * sandbox. This is a testing environment separate from production. You can create a sandbox in **Salesforce** to test this integration. ![Menu expanded showing production and sandbox options](https://us-wd.gr-cdn.com/help/2019/04/salesforce-2.png) 5\. Click the **Connect to Salesforce Sync** button to open the **Salesforce** login page. (If you’re already logged into **Salesforce**, the accounts will be connected automatically and we’ll direct you straight to the page when you can configure the sync.) ![Connect to Salesforce Sync button](https://us-wd.gr-cdn.com/help/2019/04/salesforce-1.png) 6\. Log into **Salesforce** to connect the accounts. When the connection is complete, the **Configure Salesforce Sync** page opens. This is where you can set up the sync to start passing information between **GetResponse** and **Salesforce**. Configuring the sync -------------------- For the data to be passed between the accounts, you’ll need to: 1\. Select the list you want to sync. ![](https://us-wd.gr-cdn.com/help/sites/9/2021/01/0950/Salesforce-select-list-1024x336.png) 2\. Choose if you want to create contacts in **GetResponse** from **Salesforce** contacts or leads. ![](https://us-wd.gr-cdn.com/help/sites/9/2021/01/0951/Salesforce-leads-or-contacts-1024x245.png) 3\. Expand the list to select the lead source from which contacts or leads will be passed to **GetResponse**. Click **Apply** to confirm. ![](https://us-wd.gr-cdn.com/help/sites/9/2021/01/0951/Salesforce-use-lead-source-1024x962.png) 4\. Select the lead source for contacts added in GetResponse (this tells us what lead source information should appear in **Salesforce** when the contact info is synced). ![](https://us-wd.gr-cdn.com/help/sites/9/2021/01/0951/Salesforce-source-to-apply-in-GR-1024x895.png) 5\. Select which **Salesforce** checkbox field we should use to flag contacts removed from your **GetResponse** list. For example, you can add the custom field “GRdeleted” to your leads and contacts. When we sync the data, we’ll automatically check the box for everyone who’s no longer in your list. ![](https://us-wd.gr-cdn.com/help/sites/9/2021/01/0952/Salesforce-soft-delete-1024x236.png) 6\. Select which account to use as the preferred one to sync and update the data correctly. This information is important because it lets us know: * which data we should use to update your **GetResponse** contact list during the first sync, * which data we should use when contact information doesn’t match up. This could happen when custom fields of the same contact have different values in Salesforce and GetResponse. For example, the custom field “Country” assigned to Contact A was “Italy”. But it was changed to “Austria” in **GetResponse** and “Germany” in **Salesforce**. For us to sync the correct change, we need to know if we should use data from **GetResponse** or **Salesforce**. ![Data mismatch setting](https://us-wd.gr-cdn.com/help/sites/9/2021/01/0953/Salesforce-data-mismatch-1024x291.png) 7\. Confirm that your contacts have consented to be added to your list and click **Next** to start mapping custom fields. ![](https://us-wd.gr-cdn.com/help/sites/9/2021/01/0953/Salesforce-confirm-and-next-1024x266.png) Mapping custom fields --------------------- You map additional contact information onto your **GetResponse** custom fields on the **Assign custom fields** page. You get there automatically, once you’ve configured the details for the sync. Custom fields from **Salesforce** (left column) and the options for matching them to the **GetResponse** custom fields (right column) are displayed in rows. Move the mouse pointer over the grid and scroll right to access and configure all the fields. Everything with a green checkmark can be mapped automatically. If you don’t manually select any fields, Salesforce fields will be mapped to the default custom fields in GetResponse. The **FirstName** and **LastName** fields will also be combined into a single **name** field. If you don’t want some specific fields to be imported, select **Skip, and don’t import** next to those fields. To continue, select the **Skip importing unmatched fields** and click on the **Import** button to proceed. When you finish the setup, you’ll return to the Salesforce Sync overview, where you can review the status of the sync and edit its settings. ![Integration overview](https://us-wd.gr-cdn.com/help/2019/04/salesforce-3.png) How to stop the integration? ---------------------------- To stop the sync for a specific list, 1\. Go to **[Integrations and API](https://app.getresponse.com/integrations)**. 2\. Hover your mouse over the **Salesforce Sync** tile and click **Details**. 3\. Move the mouse pointer over the **Actions** menu for the synced list and click **Cancel sync**. ![Canceling sync](https://us-wd.gr-cdn.com/help/2019/04/salesforce-4.png) To disconnect the integration altogether, go to **[Integrations and API](https://app.getresponse.com/integrations)** and click **Disconnect from Salesforce**, and confirm your choice. ![Disconnecting the integration](https://us-wd.gr-cdn.com/help/2019/04/salesforce-5.png)