SYSOIConnect Salesforce
Salesforce is the destination for SYSOI's Readiness handoff — it enriches your existing records with event-readiness context.
Update-only by design. SYSOI never creates Salesforce records. It matches an existing record by email (Contact first, then an unconverted Lead) and updates it. An email with no match is reported as skipped, not created — so your org never accrues duplicate-record sprawl. Standard fields (name, title, owner, company) are never touched.
What you'll need
- A Salesforce account you can authorize.
- A Salesforce admin to create the custom fields below (a one-time setup —
Salesforce can't let an app self-provision fields the way HubSpot/Attio can).
Step 1 — Create the SYSOI custom fields (one-time)
Create these fields on both the Contact and the Lead objects. Use the API names exactly as shown (Salesforce appends __c automatically — you type the part before it).
| Field (API name) | Type |
|---|---|
SYSOI_Readiness_Score | Number |
SYSOI_Readiness_Tier | Text |
SYSOI_Readiness_Summary | Text Area (Long) |
SYSOI_Associated_Events | Text Area (Long) |
SYSOI_Consent_Status | Text |
SYSOI_Consent_Source | Text |
SYSOI_Consent_Captured_At | Text |
Setup → Object Manager → Contact → Fields & Relationships → New for each, then repeat on Lead. When creating each field, make it visible to the profile/permission set of the connected integration user (field-level security) — otherwise the API can't see it.
No setup? It still works. If the fields aren't present, SYSOI detects that and folds a readable readiness + consent summary into the standard Description field instead. The structured fields are strongly preferred (they're filterable and reportable), but the Description fallback means a push never fails for lack of setup.
Step 2 — Connect
- In SYSOI, open Connections → Salesforce → Connect.
- Authorize SYSOI in the Salesforce window. The card shows Connected.
Use it & verify
Go to Readiness, choose Salesforce, pick a tier, and push. The summary reports N sent · M skipped · K errored. Open a sent contact in Salesforce — the SYSOI_Readiness_* fields (or the Description block) should be populated. Skipped rows are the emails with no matching record — create those in Salesforce first, then re-push.