Overview

Salesforce is the system teams migrate away from most carefully — years of accounts, opportunities, and customisation make it feel immovable, which is exactly what per-seat renewal pricing counts on. The Salesforce sync moves accounts, contacts, opportunities, and activities into HelloGrowthCRM with field-level mapping, and can hold both systems aligned during a phased transition so the pipeline never goes dark.

The work is in the mapping, and that's where the value is too. Record types, picklists, and custom objects accumulated over years get translated deliberately: what maps to CRM fields, what becomes tags, what gets archived. Teams consistently find the exercise clarifying — the migration forces the question "which of these 214 fields do reps actually use?", and the honest answer is what makes the new CRM faster than the old one.

What data is involved

Accounts and contacts mapped to CRM companies and contacts with relationships preserved.
Open and closed opportunities mapped to deals with stage, amount, and close date.
Activities — emails, calls, tasks, events — imported onto matching timelines.
Owners and roles mapped to CRM users for attribution continuity.
Picklist values normalised into clean CRM field options.
Custom fields and objects mapped where they carry active sales meaning.

Step-by-step setup

Setup at a glance (3-5 bullets)

Settings → Integrations → Salesforce.
Connect via OAuth or connected app credentials.
Map objects and enable incremental sync with conflict resolution.

Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
Settings → Integrations → Salesforce.
Connect via OAuth or connected app credentials.
Map objects and enable incremental sync with conflict resolution.

Best practices

Inventory before you export: list record types, active custom fields, and integrations touching Salesforce — surprises at cutover all trace back to skipped inventory.
Migrate open pipeline with full fidelity and closed history with summary fidelity; nobody needs 2019's stage-change audit trail on every record.
Run a sandbox import of one business unit and validate record counts against Salesforce reports before the full pass.
Map inactive users to a house account rather than dropping them — historical attribution keeps reports honest.
Time the cutover against your Salesforce renewal date; coexistence is easiest when the deadline is real.

Best for & common use cases

Revenue orgs that must keep Salesforce and HelloGrowthCRM aligned during pilots or division rollouts.

Regional teams on HelloGrowthCRM while HQ remains on Salesforce.

Expected outcomes

Faster lead handoff between tools and CRM owners
Cleaner activity history for follow-up and reporting
Lower manual copy-paste errors in the pipeline

Troubleshooting

Row counts off after import: Salesforce report filters (active-only views) hiding records from the comparison — validate against unfiltered exports.
Opportunities landed without contacts: contact-role data wasn't included in the export — re-export with contact roles and re-link.
Picklist chaos in the CRM: legacy Salesforce values imported verbatim — use the normalisation step to merge synonyms before go-live.

FAQ

Governance

Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.