If you’re here, you probably already juggle more sales tools than you’d like. Connecting Regie to Salesforce promises less manual data entry, better tracking, and fewer leads slipping through the cracks. But if you don’t set it up right, you’ll just add another layer of confusion. This guide is for sales and RevOps folks who want honest, step-by-step advice—no fluff, no vendor hype—on making these two systems actually work together.
Why bother integrating Regie with Salesforce?
Let’s get real: manually updating lead data is a waste of time and a recipe for mistakes. By integrating Regie with Salesforce, your team can:
- Sync leads, contacts, and activities automatically (goodbye, copy-paste).
- Kick off sales sequences in Regie, then track progress in Salesforce.
- Get a unified view of your pipeline—nobody’s guessing what’s happening with a lead.
But this only works if you connect things properly. Otherwise, you’re dealing with duplicates, missing info, or worse—your reps ignore the system altogether.
Step 1: Clarify your goals (don’t skip this)
Before you touch a settings page, get clear on what you actually want out of this integration. Not every team needs every bell and whistle.
Ask yourself (and your team):
- What data needs to flow between Regie and Salesforce? (Leads, contacts, activities, custom fields?)
- Who needs to see what, and where? (Do reps live in Salesforce, Regie, or both?)
- What’s your process for new leads? (Do you want Regie to create leads in Salesforce, or just update existing ones?)
Pro tip: Write this down. You’ll avoid a ton of backtracking later.
Step 2: Get your house in order—clean up Salesforce first
Here’s where a lot of integrations go sideways: if your Salesforce is already a mess (incomplete fields, duplicates, weird naming), Regie’s just going to amplify those problems.
Do this before connecting anything:
- Review your lead and contact fields. Are they consistent? Are there any you never use?
- Run a dedupe process (there are free and paid tools for this).
- Double-check picklists and status fields. Regie will map to these, so make sure they make sense.
Don’t expect Regie to magically clean your data. That’s on you.
Step 3: Connect Regie and Salesforce (the right way)
Now for the actual hookup. Regie supports Salesforce integration natively, but you’ll need the right permissions.
The basic process:
- Regie admin access: Make sure you have admin rights in both Regie and Salesforce.
- Find the integration settings: In Regie, jump to Settings > Integrations > Salesforce.
- Authenticate: Click “Connect to Salesforce.” You’ll be prompted to log in and grant access.
- Choose your sync direction: Decide if you want one-way (Regie → Salesforce) or two-way syncing. Most teams go two-way.
- Map your fields: This is where things get hairy if you’re not careful.
- Double-check which Regie fields map to Salesforce fields.
- If you have custom fields, map them deliberately—don’t just accept the defaults.
- Set sync frequency: Real-time is nice, but depending on volume, you might prefer scheduled syncs to avoid API limits.
What to ignore: Most teams don’t need to sync every single field. Focus on the stuff your reps actually use.
Watch out for: API limits in Salesforce. If you’re running a ton of integrations, you can hit these fast—especially with real-time sync.
Step 4: Test with a small group (don’t roll out to everyone yet)
The biggest mistake? Hooking up the integration and letting your whole team loose. That’s a recipe for chaos.
Here’s what to do instead:
- Pick 2-3 reps who are comfortable with new tools (and will give honest feedback).
- Run a few test leads through the whole workflow: create in Regie, sync to Salesforce, update in one system and see if it appears in the other.
- Check:
- Are all required fields syncing?
- Any duplicates?
- Is activity logging accurate?
- Are there surprises—like missing data or weird formatting?
Pro tip: Make a checklist of what a “good” lead looks like in Salesforce before you start testing. Compare against that.
Step 5: Train your team (and get buy-in)
Even the slickest integration won’t help if your team doesn’t use it. Be honest about what’s changing and why.
Focus on:
- What’s new in their workflow (be specific).
- Where to enter data (and where NOT to).
- What to do if something looks off (who to tell, how to log a problem).
Skip the hour-long slide decks. Short videos or live demos work better.
Step 6: Set up ongoing monitoring (don’t just “set and forget”)
Integrations break. Fields change. APIs glitch. The best teams keep an eye on things.
How to stay on top of it:
- Review sync logs weekly (at least at first).
- Set up alerts for failed syncs or duplicates (many tools have this baked in).
- Check with your reps after a month—are there pain points? Are leads falling through the cracks?
If you spot consistent problems, fix them fast—don’t wait for them to become habits.
What works well—and what doesn’t
What actually helps:
- Mapping only the fields you need. Less clutter, fewer sync errors.
- Regular sync health checks. Catch issues before they snowball.
- Clear ownership. Assign one person to own the integration—otherwise, everyone assumes someone else is watching it.
What to ignore:
- Over-automating. Just because you can sync everything doesn’t mean you should. Complexity breeds bugs.
- Fancy dashboards right away. Focus on making the basics work first. Reporting comes later.
- Blind faith in vendor promises. Test everything, especially if you have unique processes.
Common pitfalls to avoid
- Assuming defaults are good enough. Custom field mapping matters.
- Not communicating changes to reps. Don’t spring surprises.
- Failing to clean up old data first. Garbage in, garbage out.
- Ignoring API limits. If your sync starts failing, this is the first thing to check.
Wrapping up
Don’t overthink it. Start with the basics, keep your field mapping simple, and involve your reps early. Integrations are never truly “set and forget,” but with a little care up front, you’ll avoid most headaches. Iterate as your process changes—don’t expect to get it perfect on day one. And remember: the real goal is to spend less time wrestling with software and more time closing deals.