If you’re looking to get your sales or customer team running faster, connecting Lusha to Salesforce CRM is a solid move—assuming you want less copy-paste, not more. This guide is for anyone who wants to pull accurate contact data straight into Salesforce, skip repetitive manual entry, and actually trust what’s in their system. I’ll walk you through each step, point out the gotchas, and cut through the hype. Let’s get started.
Why bother integrating Lusha with Salesforce?
Let’s be real: Salesforce can be a beast to keep tidy, and your reps probably don’t love hunting down emails and phone numbers. Lusha is a tool that grabs business contact info from the web and drops it into your workflow. Plugging it into Salesforce means less time spent wrangling data, and (hopefully) fewer mistakes.
But, fair warning—if you’re not clear on your process, it’s easy to end up with a messy database or annoyed users. This guide focuses on the Salesforce “Lightning” interface, which most folks use these days.
What you’ll need before you start
Save yourself some headaches and check these boxes before diving in:
- A valid Lusha account with enough seats for your team.
- Salesforce login with admin rights (you’ll need these for the install).
- Browser: Chrome is best, since Lusha’s extension works there.
- Permission from your Salesforce admin/IT if you’re not the boss.
- A clear plan for how you want Lusha data to flow into Salesforce (don’t wing this).
Pro tip: If you’re just testing, use a Salesforce sandbox, not your live system. It’s easy to break things.
Step 1: Install the Lusha browser extension
- Go to the Chrome Web Store and search for “Lusha.”
- Click Add to Chrome and follow the prompts.
- Log in to Lusha using your work email.
That’s it for the extension. If you’re using Firefox or Edge, double-check compatibility—Lusha is always updating, but Chrome is the safest bet.
Step 2: Connect Lusha to Salesforce
Here’s where the real integration happens.
- Open Salesforce and log in. Make sure you’re in Lightning mode.
- Click the Lusha extension icon in your browser.
- Go to Settings (gear icon) within the Lusha extension.
- Find CRM Integrations and select Salesforce.
- Click Connect. A window pops up asking for Salesforce permissions.
- Grant Lusha access to your Salesforce account. You’ll need to authorize it to read and write contacts/leads.
Heads up: Don’t ignore the permissions page. If you see anything unexpected, stop and check with your admin.
Step 3: Adjust Lusha settings for Salesforce
Before you start blasting data into Salesforce, slow down and check your sync settings.
- Choose what objects to sync: Lusha can push data to Leads, Contacts, or Accounts. Pick what you actually use.
- Decide on auto-push vs. manual push: Auto-push sends new contacts straight into Salesforce when you save them in Lusha. Manual gives you more control. I recommend starting with manual—auto-push can flood your CRM with junk if you’re not careful.
- Map fields carefully: Make sure Lusha fields (like “Work Email”) match up with your Salesforce fields. Mismatches are a pain to fix later.
What to ignore: Don’t bother with advanced mapping or custom objects unless you’re confident in what you’re doing. Keep it simple at the start.
Step 4: Test the integration with a sample contact
Seriously—don’t skip this. Testing now saves cleanup later.
- Find a test contact in Lusha. (Don’t use a real customer yet.)
- Click “Export to Salesforce” (or whatever button shows up—Lusha renames things sometimes).
- Check Salesforce. Did the contact show up in the right place, with the right info?
- Look for weird formatting, missing data, or duplicates.
If anything looks off, go back to your mapping settings and try again.
Pro tip: Use a fake email or name so you can easily delete the test record later.
Step 5: Roll it out to your team (the right way)
Once you’ve got your test working, it’s tempting to just tell everyone to jump in. Resist that urge.
- Train your team: Show them exactly how (and when) to use Lusha with Salesforce. If they don’t get it, you’ll end up with bad data.
- Set clear rules: Decide who can push data, what counts as a “good” contact, and when to use manual vs. auto-push.
- Monitor usage: Check Salesforce for duplicate contacts or weird entries in the first week.
Honest take: Most problems come from people not following the process, not from the tools themselves.
Step 6: Automate (if you must), but don’t overdo it
Once you trust the workflow, you might be tempted to flip on auto-push or set up automated enrichment. Just remember:
- Garbage in, garbage out: Lusha’s data is good, but not perfect. Automation can multiply errors fast.
- Review new records regularly: Spot-check what’s being added.
- Avoid over-enrichment: Pulling too much data clutters up your CRM and annoys your sales team.
If you’re managing a big team, consider setting up Salesforce validation rules or approval processes to catch junk before it hits your pipeline.
Step 7: Troubleshooting common issues
Things break. Here’s what to look for:
- Contacts not syncing?
- Double-check that you’re logged into both Lusha and Salesforce.
- Make sure you granted all required permissions.
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Try disconnecting and reconnecting the integration.
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Duplicate records?
- Review your mapping—are you pushing to Leads and Contacts at the same time?
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Make sure team members aren’t manually entering the same info.
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Field mismatches or missing data?
- Check your field mapping settings.
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If you use custom fields in Salesforce, you may need admin help.
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Lusha extension acting weird?
- Restart your browser, or try reinstalling the extension.
- Update to the latest version.
If you hit a wall, Lusha and Salesforce both have support teams, but expect some finger-pointing. Be ready with screenshots and clear steps to reproduce the issue.
Quick FAQ
Can I use Lusha without the browser extension?
Not really. The extension is the main way to grab and push data.
Does Lusha update existing records in Salesforce?
Only if you set it up that way. Be careful—blindly overwriting fields can cause headaches.
Is Lusha’s data always accurate?
Nope. It’s usually good, but always double-check important contacts. Don’t automate high-stakes stuff without oversight.
Wrapping up
Integrating Lusha with Salesforce isn’t rocket science, but small mistakes can snowball into a messy CRM. Keep it simple: start with manual syncs, test thoroughly, and only automate once you trust the workflow. Don’t chase every feature—focus on what helps your team move faster, not what sounds cool in a demo. When in doubt, iterate and improve as you go.