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Salesforce import

Connect Salesforce and pull leads or contacts into Artra.

5 steps about 1 min captured 2026-10-17 Artra
1

In Settings → Connected Accounts, switch on Salesforce and sign in when asked.

Step 1: In Settings → Connected Accounts, switch on Salesforce and sign in when asked.
2

In Contacts, click "Add contacts".

Step 2: In Contacts, click "Add contacts".
3

Click "Import from Salesforce", choose leads or contacts and a view, and map fields.

Step 3: Click "Import from Salesforce", choose leads or contacts and a view, and map fields.
4

The import wizard also offers Salesforce under "Choose type".

Step 4: The import wizard also offers Salesforce under "Choose type".
5

Activity syncs back to the Salesforce record as it happens.

Step 5: Activity syncs back to the Salesforce record as it happens.
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