If you’re tired of manually copying leads from one tool to another, or you’ve been burned by glitchy CRM integrations, this walkthrough’s for you. We’ll get Bellasales talking to Salesforce reliably, without setting yourself up for sync headaches later. This is for admins, sales ops, or anyone tasked with making these two platforms actually cooperate.
Let’s get you a real, working sync—not just a “check the box” connection.
What You Need Before You Start
Don’t skip this. Integrations eat up hours when you’re missing a detail.
- Admin access to both Bellasales and Salesforce.
- A Salesforce sandbox (so you don’t wreck your real data).
- Your Bellasales API key (find this in Bellasales settings).
- A clear idea of what you want to sync: leads, contacts, opportunities, custom fields?
- 30-90 minutes of focused time (and probably a coffee).
Pro tip: Write down what “success” looks like. Is it just leads? Or do you need two-way sync for notes and custom fields? Clarity here saves you cleanup later.
Step 1: Map Out Your Data
Before you touch any settings, sketch out what should move between platforms.
- What data should sync? (Leads, contacts, deals, etc.)
- Which direction? (Bellasales ⟶ Salesforce, or both ways?)
- What fields actually matter? (Don’t sync junk you’ll never use.)
You can use a spreadsheet or even pen and paper for this. List the Bellasales fields and match them to their Salesforce equivalents. Watch out for differences like “First Name” vs “Given Name,” or picklist values that don’t line up.
Stuff People Ignore (But Shouldn’t)
- Custom fields: If you’ve customized either system, check that there’s a match for each field.
- Picklist options: If “Industry” is a dropdown, make sure both sides use the same values.
- Required fields: If Salesforce requires a value, Bellasales needs to send it.
Step 2: Set Up a Salesforce Connected App
This is how Bellasales gets permission to talk to Salesforce. It’s a bit of a slog, but you only do it once.
- Log into Salesforce (use your sandbox first).
- Click the gear icon > Setup.
- Search for “App Manager” and open it.
- Click New Connected App.
- Fill in:
- Name: Something obvious, like “Bellasales Integration.”
- Contact Email: Yours.
- Under API (Enable OAuth Settings), check the box.
- Set Callback URL to the one Bellasales gives you (find this in Bellasales integration settings).
- Select these scopes:
Access and manage your data (api)Perform requests on your behalf at any time (refresh_token, offline_access)
- Save. Salesforce will give you a Consumer Key and Consumer Secret.
Don’t share those keys with anyone else. They’re like the master keys to your Salesforce.
Step 3: Connect Bellasales to Salesforce
Now let’s flip over to Bellasales.
- Log into Bellasales as an admin.
- Go to Settings > Integrations.
- Find Salesforce and click Connect.
- Enter your Salesforce Consumer Key and Consumer Secret.
- Paste your Salesforce username and password (or use OAuth, depending on Bellasales’ latest approach).
- Grant permissions when prompted.
If you see an error, double check:
- The callback URL exactly matches what you set in Salesforce.
- Your user has the right Salesforce permissions (not just “read only”).
Reality check: Sometimes Bellasales’ error messages are vague. If you’re stuck, try logging out and in again, or use a different browser. Sometimes it’s just a cookie/session hiccup.
Step 4: Choose What to Sync and Set Rules
Bellasales will usually walk you through a wizard. Here’s what actually matters:
- Object mapping: Choose which Bellasales objects go to which Salesforce objects (Leads, Contacts, Opportunities).
- Field mapping: For each object, map fields from Bellasales to Salesforce. Double check picklists, dates, and anything custom.
- Sync direction: Decide if sync is one-way (Bellasales ⟶ Salesforce, or vice versa) or two-way.
What Works
- One-way sync is safer at first. Start with Bellasales ⟶ Salesforce, so you don’t overwrite good Salesforce data by accident.
- Mapping only what you need keeps things simpler. Don’t force a match for every field.
What To Ignore
- Don’t enable “sync everything” options unless you really need every note and attachment.
- Skip syncing fields you never use—this just clutters up Salesforce.
Step 5: Test in Your Salesforce Sandbox
This is where most integrations break—so don’t skip it.
- Push a test lead/contact from Bellasales.
- Check that it lands in Salesforce with the right data in the right fields.
- Edit the record in Salesforce. Does it sync back to Bellasales (if you set up two-way)?
- Try weird cases: missing fields, typos, picklist mismatches.
Pro tip: Break it on purpose. Add a record in Bellasales with a required Salesforce field left blank. See what happens. It’s better to find out now than after the sync is live.
Step 6: Set Up Error Alerts (And Actually Read Them)
Most integrations quietly fail in the background. Set up email alerts in Bellasales for sync errors.
- Bellasales > Integrations > Salesforce > Alerts/Notifications.
- Route error emails to a real person, not a shared inbox that nobody checks.
Reality check: Even “seamless” sync will throw errors. The trick is catching them early.
Step 7: Go Live—But Don’t Turn On Everything
Once you’ve tested and are confident, switch the integration from sandbox to production.
- Start with a small batch or a pilot group.
- Watch for errors/duplicates.
- Gradually expand to the rest of your data.
Pro tip: Don’t flip the switch on a Friday afternoon. Give yourself a weekday buffer to fix issues.
Common Gotchas (And How To Dodge Them)
- Duplicate records: If both systems have the same contact, you might get duplicates. Use email as a unique ID where possible.
- Field mismatches: If you add a new field in Bellasales, make sure to map it before expecting it to sync.
- Permissions issues: Sometimes, Salesforce blocks Bellasales because of profile restrictions. Make sure your integration user has enough rights.
What Doesn’t Work So Well
- Real-time sync is oversold. Expect a few minutes’ lag, even in the best case.
- Two-way sync of custom objects can be messy—test it thoroughly or skip if not needed.
- Bellasales’ documentation can be thin. Use their support early if you hit a wall.
Wrapping Up: Keep It Simple, Iterate
Integrating Bellasales and Salesforce isn’t rocket science, but it pays to be methodical. Sync only what matters, test in a sandbox, and don’t trust “set it and forget it.” Start small, iron out the kinks, then roll out to everyone.
Remember: the goal isn’t a perfect system—it’s a reliable one that saves you more time than it costs. If you run into weird errors, don’t be shy about pinging Bellasales support or your Salesforce admin.
Good luck, and keep it simple.