Sona’s integration with Salesforce automatically imports your CRM Contact records into the platform so that it can be used for visitor identification and revenue attribution.
Once the Salesforce integration connector is created, you can configure it to automatically create new Contact and Account records in Salesforce, as well as update existing records with enriched data from Sona.
Aside from updating Salesforce's default fields, Sona can enrich Salesforce objects with additional attributes.
If you want to sync new attributes from Sona into Salesforce's records, you'll need to create new custom fields in Salesforce first. Once this is done, you can configure the data export in the Salesforce connector.
How to Create a New Custom Field in Salesforce
How to Create a New Custom Field in Salesforce
Click the gear icon in the upper right corner, then click Setup.
In the Setup page, click Object Manager on the upper left or via the sidebar menu.
Click the object that you want to update with new custom fields.
Click Fields & Relationships from the sidebar menu.
Click to New to create a new field in the selected object.
Select a Data Type from the list. Use the suggested field types listed in the table in the next section to ensure proper data mapping when data is synced to Salesforce.
Click Next.
Enter a Field Label, then click Next.
Select which users are allowed to edit the field, then click Next.
Select the relevant Dynamic Forms for the new field, then click Next.
Select the relevant Page Layouts for the new field, then click Next.
Click Save.
Suggested Property Labels and Field Types
Suggested Property Labels and Field Types
Use the following property labels and field types to ensure that the uploaded data is properly mapped and easily identifiable.
Contact Properties
Salesforce Field Label | Salesforce Field Type | Field Description |
Sona: Created | Date/Time | The timestamp of when Sona created a net new lead |
Sona: Last Updated | Date/Time | The timestamp of the most recent update |
Sona: Type | Text | Data label for suggested or known contacts |
Sona: Visitor Profile | Text | Link to the Sona Visitor Profile with a comprehensive visitor activity timeline |
Sona: Buying Stage | Text | The current buying stage calculated and assigned from Sona based on user behavior |
Sona: Intent Signals | Text Area | List of matching intent signals |
Sona: Intent Trends | Text | List of matching intent trends |
Sona: Intent Score | Number | Calculated and predicted value out of 100 based upon intent signals exhibited |
Sona: First Seen | Date/Time | The first touch timestamp for this identified visitor |
Sona: Last Seen | Date/Time | The last touch timestamp for this identified visitor |
Sona: Total Active Time | Number | The total amount of active time, counted in seconds, that the visitor spent on your website. Active time is measured when a visitor scrolls, clicks or moves their mouse. |
Sona: UTM Source List | Text Area | List of all utm_source values for any website visits by this visitor |
Sona: UTM Campaign List | Text Area | List of all utm_campaign values for any website visits by this visitor |
Sona: UTM Medium List | Text Area | List of all utm_medium values for any website visits by this visitor |
Sona: UTM Content List | Text Area | List of all utm_content values for any website visits by this visitor |
Sona: Count of Unique Pages | Number | The count of unique pages visited by this visitor |
Sona: Count of Intent Signals | Number | The count of intent signals matches for this visitor |
Sona: Last Updated | Date/Time | Data label for the time of the last data sync to HubSpot. |
Sona: Awareness Date | Date/Time | Data label for the time that the user moved into this stage. |
Sona: Consideration Date | Date/Time | Data label for the time that the user moved into this stage. |
Sona: Decision Date | Date/Time | Data label for the time that the user moved into this stage. |
Sona: Purchase Date | Date/Time | Data label for the time that the user moved into this stage. |
Sona: ICP Fit Score | Number | Calculated value out of 100 based upon technographic and behavior attributes |
Account Properties
HubSpot Field Label | Field Type | Field Description |
Sona: Created | Date picker | True if this lead didn’t exist in your CRM before and Sona created this lead |
Sona: Type | Single-line text | Data label for suggested or known contacts |
Sona: Account Profile | Single-line text | Link to the Sona Account Profile to understand specific behaviors |
Sona: Buying Stage | Single-line text | Buying stages calculated and assigned from Sona based on user behavior |
Sona: Intent Signals | Multi-line text | List of matching intent signals |
Sona: Last Seen | Date picker | Date this visitor was last seen on your website |
Sona: Pages Visited | Multi-line text | List of URL page paths for visitors from this account |
Sona: Total Active Time | Number | The total amount of active time, counted in seconds, that the visitors spent on your website. Active time is measured when a visitor scrolls, clicks or moves their mouse. |
Sona: UTM Source List | Multi-line text | List of all utm_source values for any website visits for visitors from this account |
Sona: UTM Campaign List | Multi-line text | List of all utm_campaign values for any website visits for any web visitors from this account |
Sona: UTM Medium List | Multi-line text | List of all utm_medium values for any website visitors from this account |
Sona: UTM Content List | Multi-line text | List of all utm_content values for any website visits for any visitors from this account |
Sona: Count of Unique Account Visitors | Number | The count of unique visitors for an account |
Sona: Count of Unique Pages | Number | The count of unique pages visited for an account |
Sona: Count of Intent Signals | Number | The count of intent signals matches for this account |
Sona: ICP Fit | Number | Calculated value of the ICP Fit score for the visitor's company |