Salesforce integration

The Salesforce integration syncs Leads and Contacts into a CopyLoop list. Account data can also be enabled for related context. Nothing syncs until you save a destination list and start the first sync.

CopyLoop requests API read access, offline access to keep the connection active, and the Salesforce user’s identity.

1. Authorize the connection

1. Open Settings → Integrations.
2. Find Salesforce and choose Connect.
3. For a sandbox, select Connect to a Salesforce sandbox environment.
4. Review the permission summary and choose Continue to Salesforce.
5. Complete Salesforce authorization and return to CopyLoop.
6. Check the username and Salesforce org shown after the connection returns to CopyLoop.

The connection can stay in Destination Required without importing anything. That gives you time to complete the four setup tabs before data starts moving.

2. Complete the setup tabs

Open the Salesforce connection. Its setup has four tabs:

1. In List, choose an existing contact list or create one, then select Save destination.
2. In Automations, CopyLoop shows active workflows that can start from Salesforce-driven contact changes. Ongoing updates can trigger them; full imports and repair runs do not.
3. In Suppressions, map a Salesforce Lead or Contact field and value to a CopyLoop suppression reason if needed. Save the rules, then turn on Suppression Sync to use them in future syncs.
4. In Sync, turn Leads, Contacts, and Accounts on or off.

Enabling Auto-Sync before the first run does not start an import. Scheduling begins after the first manual sync completes.

3. Start a sync

1. Choose Start Initial Sync in the connection header.
2. Confirm the setup in the dialog.
3. Follow the progress and counts in Sync.
4. Open the recent history to see the completed run and any errors.
5. Open the destination list to see the synced contacts.

To continue syncing automatically, choose Enable Auto-Sync and select every 5, 15, or 30 minutes; every hour; or every 6, 12, or 24 hours. Choose Sync Now for an immediate run.

If a sync does not match your expectations

Open Sync and select the failed run to see its error. Check that the connected Salesforce user still has API and object access, the destination list is saved, and the relevant Leads, Contacts, or Accounts toggle is on.

Disconnecting revokes the connection and stops future syncs. Contacts already synced into CopyLoop remain.

See Contacts, lists, and segments and Contact status and suppressions.