Automatically sync Accounts from Salesforce to Saber, and keep Salesforce up to date with account research results, contacts found and personalised messages generated. This connector:
Pulls in Accounts from your Salesforce so your team can research them with a single click.
Automatically pushes every new Account to Saber, the moment it's created in Salesforce
Adds a link to Saber's account research view as a custom field, for easy access
Allows your team to add new Contacts that Saber found to Salesforce with a single click
Syncs personalised messages generated by Saber
The Salesforce connector is only available on the Team and Enterprise plan. You may be required to upgrade to a paid Salesforce account to access all features.
Getting started
You will need to have Admin access within Salesforce
Go to your Saber account, go Settings and click on Connectors
Select Salesforce under Organization Connectors
Click on the "Connect Salesforce" button
A popup will appear that will ask you which Salesforce instance you want to connect with Saber. Select the appropriate one and click on "Choose account".
The pop up should then close, and the Saber app will automatically update, showing your Salesforce connector has been connected successfully
After successful connection, we would have set up:
Authentication between Saber and Salesforce
We've set up webhooks under the hood, and new Accounts created in Salesforce are also automatically pushed to Saber
We have not pulled in historical data from Salesforce, nor have we set up any custom fields yet. To complete the initial set up, we need to do a first manual sync.
Initial Sync
Once you have successfully connected Saber with Salesforce, you will see a couple of options appear on the Salesforce settings page. To complete the initial setup, click on "Sync with Salesforce".
During the sync, Saber will:
Create new custom fields within Salesforce:
Saber Account Link: A field on the Account record where we will store the link the account research page on Saber.
Saber Personalised Subject & Body: Six fields on the Contact record where we will store the personalised subjects and body messages Saber has generated for each contact. We create three subject fields and three body fields.
Pull in the 1000 most recent accounts from Salesforce, create Accounts in Saber, and assign them to the same users they are assigned to in Salesforce (as long as they are also a Saber user)
Push the newly created Saber account link to Salesforce
Initial syncing may take a couple of minutes.
Now you should be all set! You can go back to the Accounts page, and you should see all the newly synced accounts within Saber. Research will not have started automatically, and you will see a button to start the research.
Saber will automatically create Accounts for every new Account created within Salesforce, but if you are ever seeing a gap, you can always re-run the sync and pull in the latest records.
Syncing Accounts
Accounts in Salesforce are synced with Saber in two ways:
Through initial sync where we pull in the most recent 1000 accounts
Automatically when a new Account has been created within Salesforce
If you are expecting to see specific Accounts in Saber, but you aren't seeing them, it could be that those Accounts in Salesforce aren't assigned an owner or the owner they are assigned to is not a Saber user. When syncing Accounts, we match the Salesforce owner and Saber user emails.
Troubleshooting
Make sure the accounts you want to sync have an owner and that the website or domain name field is filled in
Make sure the owner of the account has a Saber account, using the same email
Syncing Contacts and Personalised Messaging
Contacts are not automatically synced between Saber and Salesforce and need to be synced manually. When you run an account research on Saber, and you have job titles defined in settings, we will search for Contacts that match your buyer description.
Adding Contacts from Saber to Salesforce
When Salesforce is connected, you will see an "Add to Salesforce" option appear on each Contact in Saber. When selected, Saber will push that Contact to Salesforce and attach it to the appropriate Account record.
Saving personalised messages per Contact in Salesforce
When you go to generate a personalised message for a Contact in Saber, you will be able to save the generated message to the Contact in Salesforce.
After you've done so, both the subject line and the message will be saved in the respective Saber field on the Salesforce Contact record. For example, if you've saved the first message, the subject will be saved as Saber Personalised Subject 1 and the body will be saved as Saber Personalised Message 1.
FAQ
Do I need to install an AppExchange app?
No, Saber connects with your Salesforce entirely via API and no app needs to be installed within Salesforce
A: No, the Poggio integration works entirely through API connections. Simply configure the integration through Poggio settings. No additional Salesforce packages required.