// Integration
CSV / webhook todayTrackyr + Salesforce
Import verified Trackyr leads into Salesforce with the Data Import Wizard today; a native connector is planned.
How it works
To get Trackyr contacts into Salesforce today, export a CSV and run it through the Salesforce Data Import Wizard, which lets you load Leads or Contacts and map first name, email, and phone. For automated flow, click Push to send a Trackyr webhook batch to Salesforce via a Zapier or Make catch-hook. A native Trackyr → Salesforce connector is planned but not built yet, so CSV import and the webhook batch are the current paths. Verify contacts in Trackyr first so your Salesforce data stays clean.
// Step by step
Send contacts to Salesforce.
- 1In Trackyr, filter and verify the leads you want, then click Export for a CSV.
- 2In Salesforce, open Setup and search for Data Import Wizard.
- 3Choose to import Leads or Contacts and upload the Trackyr CSV.
- 4Map first name, email, and phone to Salesforce fields.
- 5Set the matching option on email to update existing records, then start the import.
- 6Assign the imported leads to a campaign or queue.
// Common questions
Answered.
Is there a Trackyr app on the Salesforce AppExchange?+
Not yet — a native connector is planned. Today you load contacts with the Data Import Wizard, or by pushing Trackyr's webhook batch through Zapier or Make.
Can I import as Leads instead of Contacts?+
Yes. The Data Import Wizard lets you choose Leads or Contacts (among other objects) when you upload the Trackyr CSV.
How do I prevent duplicate records?+
The Data Import Wizard can match on email to update rather than duplicate. Verifying emails in Trackyr first keeps the match key consistent.
Verified contacts, in your stack.
Find and verify creator + B2B contacts, then export to CSV or push a webhook anywhere.
Start hunting →