Buzz now offers a native integration with Salesforce, making it easier than ever to keep your workflow smooth and your data where it belongs.
The Salesforce integration is only available if your Salesforce plan includes API Access.
In this article, we’ll walk you through how to connect your Salesforce account to Buzz and set things up so everything runs smoothly.
Connecting Your Salesforce Account
To get started, head over to the Integrations tab in your Buzz dashboard. Find Salesforce in the list, and click Connect.
You’ll be redirected to the Salesforce login page.
💡 Already logged in on your browser? You might skip the login screen altogether.
Just enter your Salesforce credentials and hit Log In.
Please note: To complete the integration successfully, you’ll need to grant Buzz the following permissions:
• Access the identity URL service
• Manage user data via APIs
• Manage user data via Web browsers
• Access Connect REST API resources
• Access Visualforce applications
• Access unique user identifiers
• Access custom permissions
• Access Analytics REST API resources
• Access Analytics REST API Charts Geodata resources
• Manage hub connections
• Manage Pardot services
• Access Lightning applications
• Access content resources
• Manage Data Cloud Ingestion API data
• Manage Data Cloud profile data
• Perform ANSI SQL queries on Data Cloud data
• Access chatbot services
• Perform segmentation on Data Cloud data
• Manage Data Cloud Identity Resolution
• Access Headless Forgot Password API
• Manage Data Cloud Calculated Insight data
• Access Headless Registration API
• Access Interaction API resources
• Access all Data Cloud API resources
• Access Einstein GPT services
• Access Headless Passwordless Login API
• Perform requests at any time
Once you're successfully connected, you should be brought back to Buzz and see this screen.
If the redirect didn't occur, go to the Integrations tab, find Salesforce and click Manage:
After connecting, please verify that the Buzz app was successfully installed in Salesforce. If not, simply click the “Install” button to complete the setup.
Once the integration is connected, the following prospect data from Buzz can now be pushed to the default fields in Salesforce:
First Name
Last Name
Email (personal email in Buzz)
Phone (default phone number in Buzz)
📌 Push Activity History. If you’d like Buzz to send activity data to Salesforce along with your prospects, make sure this option is turned on.
The following activity types will be synced:
AI Label Added
Prospect Replied
Prospect Marked as Customer
Prospect Marked as Lead
Message Received from Prospect
More activity types will be available soon.
In Salesforce, you will find this info exported to the Activity History section as Tasks.
If you want to sync additional data points, you can do so using Custom Fields. See the section below for setup instructions.
Setting Up Custom Fields in Salesforce
If you want to start pushing more data beyond the default fields, there’s one important step: adding Buzz’s custom fields to your Salesforce account. This ensures all the right data lands in the right spots.
You can map the following prospect fields to custom fields in Salesforce:
Job Title
Work Email
Enriched Email
Enriched Phone
Social Profile URL
Labels (General & AI)
Company Name
Prospect Status
Campaign Name
Campaign ID
More custom field options will be available soon.
Here’s how to do it:
In Salesforce, click the Settings (gear) icon at the top right, then choose Setup.
2. On the left sidebar, scroll down to Objects and Fields > expand it and click Object Manager.
3. Find and select Contact from the list.
4. In the left sidebar of the Contact view, click Fields & Relationships.
5. Click New to create a new field.
6. Choose Text as the field type and click Next.
Now, for each of Buzz’s custom fields, you’ll fill out a quick form. Here’s an example setup for the Work Email field:
You can create as many fields as you want by repeating the same process for each of them. Use the following data for reference:
Field Label | Field Name | Type | Length |
Work Email | B_Work_Email | Text | 255 |
Enriched Email | B_Enriched_Email | Text | 255 |
Enriched Phone | B_Enriched_Phone | Text | 255 |
Social URL | B_Social_URL | Text | 255 |
Labels (General & AI) | B_Labels | Text | 255 |
Company Name | B_Company | Text | 255 |
Prospect Status | B_Status | Text | 255 |
Campaign Name | B_Campaign | Text | 255 |
Campaign ID | B_Campaign_ID | Text | 255 |
Job Title | B_Job_Title | Text | 255 |
‼️ Important: when creating custom fields, make sure to enter the Field Names exactly as shown in the table above. These names need to match precisely for Buzz to send the data to the right places.
Once you have filled all the fields, click Next 2 times and then finally confirm the new field by clicking Save.
After entering the info for each field, click Next twice, then Save to finish.
Once all your fields are set up, you’re ready to start syncing prospects from Buzz to Salesforce.
If you run into any issues or have questions along the way, don’t hesitate to reach out to our Customer Support team.