Importing from Salesforce

Before you can import contacts or leads, your Salesforce account must be connected to Autobound. You have two options for setting up this connection:
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​Full video walkthrough:
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Go to Settings > Integrations in your Autobound account. There, you’ll see the option to connect Salesforce. Follow the prompts to authenticate your Salesforce account.

If you’re already in an AI Studio campaign:

Autobound supports multiple Salesforce authentications, which is especially useful for agencies managing different clients with separate Salesforce instances. Once connected, you can reuse existing authentications or set up a new one.

After authentication, you’re ready to choose the Salesforce campaign you want to import from:

2. Continuous Import Option
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• To continuously import new contacts as they’re added to your HubSpot list, toggle on the Continuous Import option. Autobound will automatically sync new additions from your HubSpot list every hour, keeping your campaign fresh and up to date.
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• For a one-time import, simply confirm your list selection.
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​Note: After selecting your campaign, Autobound will take 30–45 seconds to retrieve all available fields from Salesforce, depending on the number of fields in Salesforce. We’re actively working on optimizing this step for faster retrieval.

After selecting your Salesforce campaign, you’ll see a two-column mapping interface:
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• The left column lists your Salesforce fields.

• The right column lets you choose the corresponding Autobound field to map it to.
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Map the Email field from Salesforce to Contact Email in Autobound. This is the unique identifier Autobound uses to resolve a prospect’s profile.

• Contact LinkedIn URL – Autobound can typically match an email to a LinkedIn profile automatically for 80–90% of cases. If you want to improve this match accuracy and you’re confident in your Salesforce data, map the LinkedIn URL field here. If the data isn’t clean, you can skip this—Autobound will attempt to resolve LinkedIn profiles using email regardless.
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• Contact First Name – Autobound usually pulls First Name from its own data. If you prefer to use the First Name stored in Salesforce, map that field here—otherwise, you can leave it unmapped.
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Once you’re done mapping the fields you want, click Save to complete your import setup.
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Important: After clicking Save, this process can take a few minutes to complete. You’ll see a purple banner at the top of the table indicating that the import is in progress. Once the banner disappears, refresh the page to see your imported contacts. We’re working on improving this process to eliminate the need to refresh in the future.

If you want to generate content or send emails on behalf of different sellers within your campaign, you’ll need to map the contact or lead owner’s email (i.e., the seller’s email) during the import process.
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To do this, first create the Seller Email column:

During the import process, map the Seller Email field in Autobound to the user’s email field in Salesforce.

Need to modify an existing import? Go to the Settings tab to update the import settings. Learn more about modifying import settings.
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If your Salesforce contact or lead records don’t already have the user’s (seller) email associated (i.e., if it only shows the owner by default), you’ll need to create a custom field for this in Salesforce and ensure it’s populated for each record. This typically involves creating some custom workflows within Salesforce.

You can easily monitor your imports for any issues. When an import encounters an error, a distinct error indicator will appear in your campaign’s data view. Simply click on this indicator to reveal the detailed reason for the problem.
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Common errors include a contact not being created or updated in Salesforce, or a mapped column not being found.

Ready to export your campaign data back to Salesforce? Learn more in our Exporting to Salesforce article.