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Salesforce Integration Setup

Map your company and contact data from Grata to Salesforce

Madeline Volpe avatar
Written by Madeline Volpe
Updated over a week ago


Company Mapping

(*) asterisks mark required fields:

Grata Company Mapping

HubSpot Field Type

Company Name*

-

Company Domain*

-

LinkedIn

Text

Grata ID

Text

Description

Text

Revenue Estimates

Text, Number

Grata Employee Estimates

Text, Number

Employees on Professional Networks

Text, Number

1 mo. Growth (%)

Text, Number

3 mo. Growth (%)

Text, Number

6 mo. Growth (%)

Text, Number

1 yr Growth (%)

Text, Number

Ownership

Text, Dropdown

Industries (NAICS 2)

Text

Industries (NAICS 4)

Text

Grata Software Industries

Text

Industries (NAICS 6)

Text

Ultimate Parent

Text

Funding

Text

Phone Number

Text, Number

Year Founded

Text, Number

Notes

Text

Source

Text

Headquarters

Text

Account Owner

Person


CRM Intel

If you have access to Grata's CRM Intel feature, you can select up to 25 of your Salesforce fields to view, filter by, and sort by in Grata. Reach out to your customer success manager to learn more about CRM Intel.


Contact Mapping

(*) asterisks mark required fields:

Grata Contact Mapping

HubSpot Field Type

Contact Name*

-

Title

Text, Suggested Text

Email

Text

LinkedIn

Text

Grata ID

Text

Source

Text, Suggested Text

Contact Owner

Person


No Values, Replace Values

No Values, Replace Values

  • If you do not select a corresponding Affinity field for that Grata field, no Grata data will be pulled into your CRM for that field.

  • Replace Values

    • Toggle ON (blue)

      • Grata will override that value, including any previous values currently in that field.

    • Toggle OFF (gray)

      • Grata will not update the value in your CRM, unless it is empty/blank.


Editing Preferences

To update your mapping in the future, select the Salesforce integration tile and adjust as needed.

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