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Lane’s Salesforce integration brings your CRM’s customer data into Lane, so the product team prioritizes with the same revenue and account context your revenue team works from. It syncs your Salesforce accounts, contacts, and leads into Lane as Customers — the ARR, tier, and status that make a Signal’s priority reflect real business impact. Salesforce is available on the Business plan.

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Connect

  1. Go to Settings → Integrations → Salesforce.
  2. Choose a replication start date — how far back to pull records from — then authorize access via OAuth.
Once connected, the page shows your Salesforce org name and connection date. You can disconnect anytime.

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What syncs

Lane imports your Salesforce accounts, contacts, and leads as customer accounts and their contacts, tagging each with Salesforce as its source. Contacts and leads are handled together — leads map through the same contact mapping. Sync is one-way, from Salesforce into Lane; because Salesforce is the source of truth, fields mapped from it are locked in Lane (unmapped fields stay editable).

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Field mapping

Mapping lives on its own page, with tabs named for your Salesforce objects. For each Lane field, pick the Salesforce field that feeds it. Contacts and Leads share one mapping, so you configure the person-level fields once.

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Value mapping

For status and tier, Salesforce picklist values are mapped to your Lane status and tier options, so a CRM value lands as the right Lane value rather than raw text. Values you haven’t mapped are surfaced (below) so nothing syncs into a blank field silently.

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Sync health

The integration keeps an eye on itself: the settings page surfaces sync status and a count of unmapped values — Salesforce picklist values that don’t yet have a Lane mapping — so you can spot and fix gaps before they skew your data. You can also trigger a re-sync at any time.

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FAQs

Q: Which plan includes Salesforce?
A: Business. Starter and Pro workspaces see an upgrade prompt. Q: Does Lane push changes back to Salesforce?
A: No — sync is one-way, from Salesforce into Lane. Q: How are contacts and leads handled?
A: Together — leads use the same person-level mapping as contacts. Q: What are unmapped values?
A: Salesforce picklist values (for status or tier) that don’t yet map to a Lane value. Lane surfaces the count so you can complete the mapping. Q: Can I edit a synced field in Lane?
A: Fields mapped from Salesforce are locked to keep the CRM as the source of truth. Unmapped fields stay editable.