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How to Integrate Salesforce Integration with Pearl Diver

Authorizing Salesforce via Pearl Diver Dashboard and accessing Pearl Diver contacts in Salesforce

By integrating Pearl Diver with Salesforce, businesses can leverage Pearl Diver leads to target high-value prospects. This enables you to run highly personalized email marketing campaigns and retarget visitors based on behavior and intent data collected on their website.
 
✅Prerequisites
Before you start configuring, make sure you have the following:
  1. A Salesforce account and valid login credentials
  2. Ensure you have connected an audience for the data you would like to send through the Salesforce integration, and this audience has the 'Salesforce' action selected
Step 1: Authorize Salesforce Integration
  • Log in to your Pearl Diver dashboard
  • Click the + icon next to Actions on the right hand side of the dashboard home page
  • Click on Salesforce in the left hand panel
  • Click Authorize - this will prompt you to log in to your GoHighLevel account

Step 2. Log in to Salesforce Integration
  • A new window will open to authorize your Salesforce account and choose a sub account if needed
Screenshot 2025-07-07 at 11.10.39 AM
 
🔓The Pearl Diver integration asks permission to access the following scopes in Salesforce:
  • Manage user data via APIs (api): This permission is required to create and update lead contacts in Salesforce
  • Perform requests at any time (refresh_token offline_access): This permission is required to continue creating and updating lead contacts in Salesforce after the first authorization. The integration sync can be disabled in the Pearl Diver application or in Salesforce at any time.
  • Access the identity URL service (id profile email address phone): This permission is required by Salesforce for the authorization 
 
✅These permissions are so the integration can create a Pearl Diver list to create and update Salesforce lead contacts against. The integration will never delete contacts. To proceed, click Allow.
 
❓What Data Fields from Pearl Diver are default mapped with Salesforce

Default fields will be automatically mapped in Salesforce. Please note, it is possible to create your own integration and create custom mapping via our Zapier Integration or REST API.
 
Screenshot 2025-07-07 at 11.16.42 AM
*first non-empty of company, personal, mobile, direct phone numbers respectively 
**first non-empty of personal, company, professional addresses respectively
 
❓Where to find Pearl Diver contacts in your Salesforce account
 
1. Click Leads menu item from the Marketing CRM view
 
2.  View all contacts synced from the Pearl Diver application