Talin Salesforce

Talin and Salesforce

Seamlessly sync your Talin activity with Salesforce.

What's inside

What flows between Talin and Salesforce

Contacts create themselves

Prospects Talin sources land in Salesforce with their verified email and phone number attached, matched to the record you already hold, never duplicated onto a new one.

Activity logs sync

Every email, InMail, connection request, and SMS Talin sends writes back as a note on the prospect, and so does every reply. The CRM timeline stays the whole story.

Campaign status in your CRM

Salespeople who live in Salesforce can see which campaign a prospect is in and when they entered or left it, without opening Talin.

You choose every trigger

Push on upload or only once a contact is enriched, note on send or only on reply, include message bodies or keep notes to the headline. Each one is its own switch.

How to set up

Connect Salesforce in four steps

1 –
Select integration
2 –
Connect your account
3 –
Map your fields
4 –
Start syncing

Pick Salesforce from the list

Open Settings → Integrations in Talin and choose Salesforce under CRM. One workspace can carry an ATS and a CRM at the same time, so this slot is only half the stack.

Sign in to Salesforce

Talin hands off to Salesforce's own sign-in to authorize the connection. Approve the access it asks for and you land back in Talin connected. No credentials are ever typed into Talin.

Decide what syncs, and when

Choose which events push a prospect to the CRM and which write a note: on send, on reply, on entering a campaign, and on which channel. Nothing moves until you say so.

The first sync runs itself

Salesforce shows as connected and Talin starts writing. Change any switch later, or disconnect, without touching the records and notes already in your CRM.

IT
Settings
Members
Rules
Integrations
Billing
Campaign mapping settings
ATS
Choose your ATS provider from the list below to connect it to Talin.
Bullhorn
Crelate
JobAdder
JobDiva
Lever
Loxo
Mercury ATS
PCRecruiter
RecruitCRM
Recruiterflow
TrackerRMS
Zoho Recruit
Top Echelon
CRM
Sync prospects with CRM as:
Leads
Choose your CRM provider from the list below to connect it to Talin.
Bullhorn
HubSpot
JobAdder
JobDiva
Loxo
Microsoft Dynamics 365 Sales
RecruitCRM
Recruiterflow
Salesforce
TrackerRMS
Top Echelon
Salesforce
Salesforce login
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IT
Campaign mapping settings
CRM
Salesforce CONNECTED
Hide settings
Sync settings
Sync prospects with CRM as:
Leads
Push prospect to CRM when:
they are uploaded to Talin
their email or phone number is enriched
Add note to prospect when:
they receive a message from Talin via
any channel
they reply to a message sent from Talin via
any channel
Add notes and create prospects as individual users
Include message and reply content in notes
Disconnect
IT
Settings
Members
Rules
Integrations
Billing
Campaign mapping settings
CRM
Sync prospects with CRM as:
Leads
Salesforce CONNECTED
Settings
ATS
Choose your ATS provider from the list below to connect it to Talin.
Bullhorn
Crelate
JobAdder
JobDiva
Lever
Loxo
Mercury ATS
PCRecruiter
RecruitCRM
Recruiterflow
TrackerRMS
Zoho Recruit
Top Echelon
Partner specifics

The Salesforce details

Good to know

Salesforce can receive both campaign types: prospect campaigns as Leads or Contacts, your choice, and candidate campaigns if Salesforce is where your team works them.

Anyone imported into a campaign is pushed in real time, or on the trigger you pick: import, enrichment, first message, or reply received.

Every LinkedIn message, DM, connection request, and reply logs as a note, attributed to the Talin user who owns the campaign, so Salesforce activity reports stay true.

FAQ

Salesforce integration, answered

Yes. Talin pushes prospects and their enriched contact details into Salesforce, and pulls records the other way so a prospect who already exists in your CRM is matched rather than duplicated. Every message Talin sends and every reply it receives writes back as a note on the prospect.

Your choice in the sync settings, so Talin matches however your Salesforce pipeline reports: Leads for a qualification flow, Contacts if your BD works accounts directly. Records write in real time or on the trigger you pick.

Yes. Push on import, on enrichment, on first message sent, or on first reply received. Teams that want a clean Salesforce typically choose reply received, so only engaged prospects become records.

About five minutes. You pick Salesforce in Settings → Integrations, sign in to Salesforce and approve the access it asks for, choose which events push records and write notes, and the first sync starts on its own. No engineering, no data migration.

Prospects, with the contact details Talin verified. You choose the trigger: every prospect uploaded to Talin, or only the ones whose email or phone number Talin enriched, so your CRM stays free of records that were never reachable.

No. Talin matches on the identifiers Salesforce already holds before it writes, so an existing prospect gets updated and noted instead of re-created. You can also have Talin pull prospect emails that already exist in your CRM so it never spends a credit re-finding them.

Every event is a switch. Push on upload or on enrichment; add a note when a prospect receives a message, when they reply, or when they enter and leave a campaign; include the full message body in notes or keep them to the headline. Change any of it later without reconnecting.

Syncing stops and nothing is deleted. Records and notes Talin already wrote stay in Salesforce, and your Talin campaigns keep running. Reconnecting picks the sync back up with your previous settings.

Eliminate 90% of your CRM data entry.