Salesforce

Integration with Salesforce allows Reo.Dev to send data to Salesforce as well as read lifecycle stage for contacts and accounts in Salesforce. You can connect your Salesforce App with Reo.Dev from the Integrations section.

Requirements

• You must be admin of Reo.Dev app

• You must be an admin of your Salesforce CRM instance

Create Custom fields in Salesforce

Before we begin the Salesforce integration, we should create the following fields in Salesforce in Accounts, Contacts and Leads object respectively.

Accounts

Contacts

Leads

Connect Salesforce

Step 1: Navigate to Integrations → CRM and click Configure.

Step 2: Click Connect under Salesforce.

Step 3: You will be redirected to the Authorization flow of Salesforce wherein you will need to provide your Salesforce Admin credentials. After that you will need to select the Salesforce App to connect and provide permission to Reo.Dev app to access Salesforce.

Salesforce Export settings

After the Salesforce App is connected, you will be redirected to Salesforce settings screen to configure the Export and Sync settings.

There are two options to Export data from Reo.Dev:

1. Accounts

   You can select Accounts if you want to only export accounts from Reo.Dev to Salesforce.

2. Accounts and Contacts

   You can select Accounts and Contacts if you want to only export accounts from Reo.Dev to Salesforce. Under Accounts and Contacts, you have an option to sync contacts associated with an account automatically or manually. If you select manually, the users will have need to select contacts from the developers tab for each account and click on Send to Salesforce.

Salesforce Field Mapping

Map all the fields from Reo.Dev that you want to send to Salesforce and update existing Accounts, Contacts and Leads. This mapping will be used to create new accounts, contacts and leads in Salesforce. You can also select which fields should be updated in Salesforce whenever there is any change in Reo.Dev

Please note that when we export data from Reo.Dev, we check if the company or contact exists in the Salesforce record or not. If the record is present, we update the corresponding fields based on the mapping preference selected by you and in case the record is not present, we create a new record.

We use the following fields as unique identifiers to prevent duplication:

• Accounts → Company Domain Name

• Contact → email ID

Accounts Field Mapping

We have provision to export the following fields for the Accounts object to Salesforce.

• Company Domain is a mandatory field and is already mapped.

• Fields with the prefix REO are automatically created in Salesforce and mapped to the corresponding Reo.Dev field.

• For the Rest of the fields, you can map the corresponding field in Salesforce from the dropdown. If you select the Auto Overwrite checkbox, then we will overwrite the existing data in Salesforce during creation and sync operations.

Contacts Field Mapping

Step 1: Select the target object.

Reo.Dev has one Contact type but since Salesforce has two Objects - Leads and Contacts, you can select the object where the Reo.Dev contact should be created.

Step 2: Map fields

You’ll see 2 tabs here - mapping for leads object and mapping for contact object.

If you select leads as the target object —> you will need to provide mapping for both leads and contacts object.

If you select contact as the target object —> The mapping with leads tab is automatically disabled and you need to provide the mapping only for the contacts object.

We have provision to export the following fields for Contacts and Leads object to Salesforce.

For Contact object:

For Lead Object:

• Business email ID is a mandatory field and is already mapped. We fetch the Business email ID of the developers from third part enrichment service providers.

• In addition to the Business Email ID, Personal Email IDs will also be synced if collected through first-party sources, including:

  • Signup Forms on your website or documentation pages

  • Product login or signup forms.

• In the Reo.Dev UI, when users hover over the email icon on a profile, if a Personal Email has been enriched and mapped to that profile, it will be displayed alongside the Work Email.

• Fields with the prefix REO are automatically created in Salesforce and mapped to the corresponding Reo.Dev field

• For the Rest of the fields, you can map the corresponding field in Salesforce from the dropdown. If you select the Auto Overwrite checkbox, then we will overwrite the existing data in Salesforce during the creation and sync operations.

How Reo.Dev Handles Multiple Email Records in Salesforce

For each unique email ID we treat it as a separate record in Salesforce. Depending on whether an email already exists in the CRM, the record is either updated or created as per the following scenarios:

What Happens When a Contact is Updated?

• If an email already exists in Salesforce, Reo.Dev updates the mapped fields (as configured in CRM settings) with the latest developer data.

• Updates do not overwrite existing CRM data outside the mapped REO fields.

How New Contact Records Are Linked to the Same Company/Account

When Reo.Dev creates new contacts, all the captured data—including the Company Website (Domain Name), job title, LinkedIn profile, and other mapped fields—remains the same across contact records associated with the same company.

This ensures that:

• You can easily identify multiple contacts belonging to the same organization in Salesforce.

• Company-wide insights remain consistent, regardless of whether contacts have different email IDs.

• Your CRM data stays structured and organized, preventing fragmented company records.

By maintaining consistent company-level details, Reo.Dev enables seamless account-based contact tracking, helping sales and marketing teams engage with all relevant stakeholders.

Send Tags to Your CRM

You can now send Account Tags and Developer Tags directly to your CRM. These tags are fully customizable and provide quick context and insights on already enriched data.

Why it matters: Tags make it easy to:

• Identify key account traits or developer activities at a glance.

• Segment and prioritize accounts more effectively.

• Provide your sales team with richer, actionable insights to drive better conversations.

Want to learn more? Check out our Tags Handbook — a comprehensive guide to tagging and segmenting developers in Reo.Dev. It includes 15+ use case examples designed to help DevTools GTM teams prospect smarter, increase pipeline, and close deals faster.

CRM to Revenue Playbooks

• Revive Cold Opportunities in your CRM Using Developer Activity Signals

• Monitor Dev Activity in your assigned CRM accounts

• Detect Deal Stalls Early: Monitor & Act on Active CRM Opportunities

Explore the Playbooks Now → View All

User Settings

You can manage permissions for your team by defining specific users who can send data to Salesforce.

Click on Configure in User Settings.

You will be redirected to User Management Section. You can mark the toggle button as active for all the users who can send data to CRM.

Export and Sync Frequency

Users will have options to send:

• Segments to Salesforce

  Users can create a segment and click on Send to Salesforce.

• Accounts to Salesforce

  Users can select an account(s) from the Account list and Send to Salesforce.

• Developers to Salesforce

  If Manual contact sync is selected for contacts, users can select developer(s) from the developer tab under Account Details screen and Send to Salesforce.

In the case of Accounts and Developer, the export happens in real-time and the Salesforce icon will appear against the record on UI immediately but for segments, it may take some time depending on the size of the segment.

Once the Accounts and Developers are exported, Reo.Dev will sync data back to Salesforce daily. All the accounts and developers that have been synced with Salesforce, will have a Salesforce Icon next to the name.

Map and Tag Custom CRM Account and Deal Stages

Map Account Stages

Select the "Stages" subtab in the Account Mapping section.

Choose a Custom Account CRM field to map as the Account Lifecycle Stage.

Pick all Custom CRM Account Stages you want to define as "Customer" in Reo.Dev. Multiple stages can be mapped as "Customer" to fit your sales cycle. For example, classify accounts by product line (Cloud vs. Open Source) or customer size (Enterprise vs. SMB).

Save the Configuration

After mapping, click Save.

Map Opportunity Stages

Select the custom deal/opportunity stage field from your Salesforce CRM.

Save the Configuration

After mapping, click Save.

Learn More About Custom CRM Stages

To dive deeper into setting up and leveraging Custom CRM Account and Opportunity Stages, refer to our detailed Custom CRM Stages guide for step-by-step guidance, use cases, and advanced tips to maximize the value of your Salesforce CRM integration with Reo.Dev.

Disconnect Salesforce

You can disconnect Salesforce from the Integrations section:

1. Navigate to Integrations → CRM and click Configure

2. Under Salesforce and click on Disconnect at the top right corner