If you’re tired of babysitting CSV files and manually pasting leads into Salesforce, you’re not alone. Tons of sales teams use Wiza to scrape leads from LinkedIn, but getting those contacts into Salesforce without a bunch of annoying steps is another story. This guide is for anyone who wants to connect the dots, skip the busywork, and actually trust that new leads will land where they should.
Let’s cut through the fluff and walk through exactly how to link Wiza with Salesforce, spot the gotchas before they waste your time, and keep your pipeline clean.
Why Connect Wiza and Salesforce? (And Should You?)
Wiza pulls contact data from LinkedIn Sales Navigator and spits out verified emails and phone numbers. Salesforce is where most sales teams track and work those leads. Connecting the two means:
- New leads flow straight into Salesforce, no manual uploads.
- You cut down on mistakes from copying and pasting.
- You can trigger follow-ups or workflows automatically as soon as leads arrive.
But here’s the honest part: The “integration” isn’t magic. It works, but you’ll need to set it up right, watch for duplicates, and decide how much you trust automation with your data.
Worth it? If you’re pulling more than a handful of leads a week, absolutely. If you barely use Salesforce or only scrape leads once in a blue moon, this may be overkill.
Step 1: Prerequisites—What You Need Before You Start
Don’t skip this section unless you like frustration.
- A Wiza account: Paid plans unlock Salesforce integration.
- Salesforce access: You’ll need admin or at least the right permissions to connect external apps.
- Salesforce API enabled: Most paid Salesforce plans have this; some lower-end ones don’t.
- A clear idea of where leads should go: Are you creating Contacts, Leads, or custom objects? Decide now, not halfway through.
- CRM hygiene: If your Salesforce is a mess, connecting new data sources will just make it messier. Clean up duplicates and fields before you start.
Step 2: Connect Wiza to Salesforce
Wiza’s Salesforce integration is pretty straightforward, but here’s what actually happens:
- Log in to Wiza.
- Go to Integrations: In the sidebar or settings menu, find the “Integrations” or “Connected Apps” section.
- Find Salesforce and click “Connect.”
- Authenticate: A Salesforce pop-up will ask for your login. Make sure you’re logging into the right Salesforce environment (production, sandbox, etc.).
- Grant permissions: Wiza will ask for access to read and write records. Don’t just blindly click “Allow”—double-check you’re not giving away the keys to your CRM kingdom.
- Success: Once connected, you’ll see Salesforce as an active integration in Wiza.
Heads up: If you use Single Sign-On or have strict security requirements, you might hit roadblocks. Check with your Salesforce admin if you get stuck.
Step 3: Map Your Fields
This is the step everyone wants to skip, but don’t. Field mapping decides where each piece of data from Wiza ends up in Salesforce.
- Default mapping: Wiza tries to match fields like “First Name,” “Email,” and “Company” to Salesforce’s standard fields.
- Custom fields: If you use custom fields in Salesforce (e.g., “Lead Source” or “LinkedIn URL”), you’ll need to map them manually.
- Pick your object: Decide if Wiza should create new Leads, Contacts, or something else. Most teams use Leads to avoid cluttering Contacts with cold prospects.
- Handle missing data: Not every LinkedIn profile has a phone number or full company info. Decide if you want to skip incomplete leads, or let them in and fill in gaps later.
Pro tip: Map the “Source” or “Lead Source” field to something like “Wiza/LinkedIn” so you can track which leads came from this workflow.
Step 4: Test Your Integration with a Small Batch
Don’t run a thousand-lead export as your first test. You want to catch problems (like mismatched fields or duplicate records) before you make a mess.
- Export a list of 2–5 leads from Wiza.
- Push to Salesforce using the integration.
- Check Salesforce: Did the leads show up? Are the fields correct? Any weird formatting?
- Look for duplicates: If the same contact exists, does Wiza update the record, skip it, or create a duplicate? (Wiza typically tries to match by email, but always verify.)
If something’s off: Go back and fix your field mapping or permissions. It’s a pain now, but better than fixing hundreds of bad records later.
Step 5: Automate and Optimize (But Don’t Overdo It)
Once you trust the sync, you can start thinking about automation. Salesforce is full of workflow rules, triggers, and assignment rules, but it’s easy to get lost in the weeds.
- Auto-assign leads: Route new Wiza leads to a specific sales rep or team.
- Trigger follow-up tasks or emails: Set Salesforce to generate a task or send an email when a new lead arrives.
- Score or segment leads: Use the “Source” or other data to prioritize Wiza leads differently.
Don’t: Set up ten different automations before you know the integration works. Start with one or two, watch for issues, then add more if it actually saves time.
Step 6: Monitor, Maintain, and Actually Use the Leads
The integration is only as good as what your team does with it. Here’s what to watch for:
- Data quality: Spot-check imported leads regularly to catch issues early.
- Duplicate management: Neither Wiza nor Salesforce is perfect at stopping duplicates, especially if reps are also adding leads by hand.
- Integration drift: Salesforce fields change, Wiza updates their product, and suddenly your mapping breaks. Check your setup every couple of months.
- Feedback loop: If reps hate the new leads or find the data unreliable, don’t ignore it. Talk to your team and tweak your process.
What most people get wrong: They “set and forget” the integration, then wonder why their CRM is full of junk two months later.
What Works, What Doesn’t, and What to Ignore
What works: - Saving time on manual data entry. - Tracking lead source automatically. - Triggering quick follow-ups.
What doesn’t: - Perfect data—LinkedIn profiles aren’t always up-to-date, and Wiza can only do so much. - Zero duplicates—expect some cleanup. - Fully “hands-off” lead management—someone still needs to check the pipeline.
What to ignore: - Overcomplicating automations. Start simple. - Syncing every possible field “just in case.” Only import what you’ll actually use. - Believing the integration will magically fix a messy CRM.
Keep It Simple, and Iterate
Connecting Wiza to Salesforce can save you hours each week and help you stay on top of new leads. But the best integrations are the ones you actually maintain. Start small, test carefully, and only automate what actually helps your team. Spend a little time up front, and you’ll save yourself plenty of cleanup down the road.