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Connect your Salesforce account to give Hazel access to your contacts, households, tasks, and notes. With a bidirectional sync, updates made in Hazel appear in your CRM, and changes in your CRM are reflected back in Hazel, keeping your data consistent and up to date across both platforms.
Hazel does not import existing roles and permissions from your CRM. It is up to the Owner to edit household permissions for the organization. Learn more about editing household permissions.
IntegrationBackfill (History Pulled In)Sync SpeedFilters AppliedCan Resync?
SalesforceFull historyEvery hour (incremental updates)None (all contact data comes through)✅ Yes
The Salesforce integration provides a bi-directional sync for: Tasks, Notes, Contacts, and Households. Hazel instantaneously syncs data to Salesforce, and Salesforce syncs data every 60 minutes to Hazel. Upon the initial sync, Hazel aims to provide a complete backfill of historical data based on Salesforce sync guidelines and imports all contacts with no filters applied. Salesforce instances accepted by Hazel: ✅ Salesforce Classic ❌ Salesforce Lightning ❌ Salesforce FSC (Financial Services Cloud) Have questions about the Salesforce integration? Reach out to [email protected] for more information.