Walego × Salesforce

Pull Salesforce contacts, accounts and opportunities into Walego, then push the ones your campaigns qualify back out. Both directions are free — they run over the Salesforce connection your organisation already owns, so no credit is spent on the sync.

Salesforce → Walego

Contacts
Accounts
Opportunities

You pick the Salesforce field, you pick the Walego field, and the import follows that map every run. It reads page by page and can be resumed where it stopped, so a large org does not have to come across in one go.

Walego → Salesforce

Push the contact
Push the deal

Two steps you drop into a campaign. The owner and the stage come from your own Salesforce picklists, so the record lands where your team already works. A deal is deduplicated across the organisation first, so two campaigns cannot open two opportunities on the same account.

What the deal step writes

The deal carries the fields below, each mapped to the Salesforce field you choose. The amount is the total contract value, and the probability is the one you set on the stage — Walego does not invent either.

TitleAmountMonthly recurringSetup feeProbabilityExpected close dateClose dateLost reason

Stages a deal moves through

NewMeetingProposalNegotiationWonLostDisqualified

Connecting Salesforce

Salesforce is connected once for the whole organisation, not per seat, so every campaign writes into the same Salesforce org. A step that needs the connection and does not find it stops with “Connect Salesforce to run this step.” — the contact waits there instead of being skipped.

Frequently Asked Questions

Everything you need to know

No. Reading and writing Salesforce runs over the connection your organisation already owns, so neither the import nor the two write steps spend a credit. Credits are spent by outreach steps — a LinkedIn visit, an invitation, a message — not by the CRM sync.

Contacts, accounts and opportunities. You choose which Salesforce field feeds which Walego field, and the import follows that map on every run instead of guessing.

Yes. The owner and the stage are read from your Salesforce org, not from a fixed list, so a deal written by a campaign lands on a stage your team already uses.

When a contact reaches the step you placed in the campaign. One step creates or updates the contact, the other creates or updates the deal. A contact that never reaches the step is never written.

The step stops before doing anything and says “Connect Salesforce to run this step.” The contact waits at that step until the connection exists — it is not skipped and nothing fails quietly.

No. A deal is deduplicated across the whole organisation before it is written, so the same company running through two campaigns does not end up with two opportunities.

Still have questions? hello@walego.co

See HubSpot and Monday, or what a campaign costs on pricing.

Try it for free