Obert
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Every LinkedIn and email touch, logged in Salesforce

Obert's Salesforce integration syncs your LinkedIn and email outreach to Salesforce. Obert creates Leads or Contacts when the rule you choose is met, for example after a qualifying reply, and logs each LinkedIn message, email and call as a Task on the record. It also imports Contacts, open Leads, list views and Campaign members into Obert for outreach. Salesforce is available on Obert's custom plans.

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7-day free trial of Obert, cancel anytime. Salesforce is on custom plans.
Import from Salesforce
All Contacts2,480All open Leads1,126Contact list view: Enterprise ICP312Active Campaign: Q4 Enterprise214
Import 214 to a list
MCMaya CohenVP Sales · Northwind LogisticsLead
Activity · Tasks
CallOutcome: meeting bookedLogged by ObertTodayCompleted
Email reply received"Thursday works for me"Logged by ObertYesterdayCompleted
LinkedIn messageStep 2 · Q4 EnterpriseLogged by ObertOct 8Completed
The problem

Your CRM only shows what reps remember to log. LinkedIn touches rarely make it in.

Email might be tracked, but LinkedIn messages and connection notes sit in each rep's own account. When someone opens the record in Salesforce, they see half the history.

What it does

What moves between Obert and Salesforce.

Salesforce + Obert9 rows
To SalesforceCreate Leads or Contacts, by ruleLeads follow your assignment and conversion; Contacts are filed under the company's Account.
To SalesforceAccounts for ContactsObert finds or creates the company's Account.
To SalesforceEvery touch as a TaskLinkedIn, email and call Tasks; calls carry the outcome.
To SalesforceLog LinkedIn conversationsEach thread saved as a Task on the record.
To SalesforceField mappingIncluding qualification score and explanation.
To SalesforceFollows converted LeadsActivity follows the Lead to the Contact.
Into ObertImportAll Contacts and open Leads, a Contact or Lead list view, or an active Campaign's members.
In ObertAPI limit protectionA daily API usage meter; Obert pauses near your limit and resumes as usage drops.
SetupSandbox and My DomainTest on a sandbox first, or sign in through your custom domain.

How CRM sync works in Obert

The same sync engine runs behind Salesforce and every other CRM Obert connects to.

You choose when records are createdAfter a qualifying reply (recommended), after any reply, for every lead, when email is known, or never (match existing records only).
Records stay up to dateName, title, email and mapped fields update when the lead changes in Obert.
18 activity types, each on or offConnection requests, LinkedIn messages and replies, InMail, post likes, follows, profile views, calls, emails sent, replies, opens and bounces, and more.
LinkedIn conversations are loggedOn the matching record.
Qualification score and explanationSync to CRM fields.
Catch up existing leadsFrom the last 30, 90 or 180 days.
MatchingLinkedIn URL first, then email, so no duplicates.
Sync logsAnd pause or resume at any time.

How it works

Book a demo to set it up
  1. Step 01Talk to usSalesforce is on custom plans.
  2. Step 02ConnectProduction, Sandbox or Custom domain, with an admin or a dedicated integration user.
  3. Step 03Choose Leads or ContactsAnd when they are created.
  4. Step 04Map fields and pick activitiesDecide what syncs to each record.
  5. Step 05Reach out from ObertEvery touch shows up as a Task.

Works with the rest of Obert

See all integrations
Reach outCampaignsMulti-sender sequences across LinkedIn and email.QualifyQualificationScore leads against your ideal customer before you reach out.Reach outCallsCall leads from a built-in dialer.Reply and measureUnified inboxEvery reply from every sender in one inbox.

Questions

Yes. Obert syncs LinkedIn and email outreach to Salesforce Leads or Contacts, logs every touch as a Task, and imports Contacts, Leads, list views and Campaign members. Salesforce is available on Obert's custom plans.

Yes. LinkedIn messages, replies, connection requests and InMail are logged as Tasks on the matching Lead or Contact.

You choose. Leads follow your assignment and conversion rules; Contacts are filed under the company's Account.

Yes. Connect a sandbox first, then production.

Obert shows a daily API usage meter and pauses before your limit, then resumes as usage drops.

Sales Navigator connects LinkedIn's sales tool to your CRM. Obert runs the outreach itself, on LinkedIn and email from many senders, and logs every touch in Salesforce.

No. It is on Obert's custom plans. Book a demo to set it up.

Connect Obert to Salesforce

7-day free trial, cancel anytime.

Try it nowBook a demo

Last updated: October 2026