Connecting Pearl Diver to Salesforce lets you target high-value prospects with your Pearl Diver leads, and run personalized email campaigns and retargeting based on the behavior and intent data collected on your website.

✅ Prerequisites

• A Salesforce account with valid login credentials and API access.
• An audience connected in Pearl Diver for the data you want to send, with the "Salesforce" action selected.

Connect Salesforce to Pearl Diver

1. Log in to Pearl Diver.
2. Click the + icon next to Actions, on the right side of the dashboard homepage.
3. Click Salesforce in the left-hand navigation.
4. Click Authorize. This prompts you to log in to your Salesforce account.
5. A new window opens to authorize your Salesforce account and choose a sub-account if needed.

🔐 What Pearl Diver asks Salesforce for

• Manage user data via APIs (api) — needed to create and update lead contacts in Salesforce.
• Perform requests at any time (refresh_token, offline_access) — needed to keep creating and updating lead contacts after the first authorization. You can disable the sync at any time in Pearl Diver or in Salesforce.
• Access the identity URL service (id, profile, email, address, phone) — required by Salesforce for the authorization itself.

These permissions let the integration create a Pearl Diver list and use it to create and update Salesforce lead contacts. The integration never deletes contacts. Click Allow to proceed.

Default field mapping

Default fields map to Salesforce automatically. To build custom mapping, use the Zapier integration or the Pearl Diver REST API.

Phone number picks the first non-empty of company, personal, mobile, then direct. Address picks the first non-empty of personal, company, then professional.

Find your Pearl Diver contacts in Salesforce

1. In Salesforce, go to Leads from the Marketing CRM view.
2. View all contacts synced from Pearl Diver.

Need help? Visit the Pearl Diver Help Centre or book a support session with the team.