CRM

Cleanlist + Salesforce

Keep your Salesforce org clean, complete, and current with Cleanlist's enterprise-grade data enrichment. Waterfall enrichment across 15+ providers fills the gaps that single-source tools leave behind, while triple email verification ensures your outreach never bounces.

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Key Features

Native Salesforce sync for Leads, Contacts, Accounts, and custom objects
Waterfall enrichment hits 85%+ email coverage - far beyond single-provider tools
Triple email verification flags invalid addresses before they reach your sequences
Smart Agents enrich custom Salesforce fields like technographics, headcount, and funding stage
Role-based access controls let admins manage which teams trigger enrichment
Real-time enrichment on Lead creation or scheduled batch runs for database hygiene

Setup in 4 Steps

Step 1

Authenticate Salesforce

Connect your Salesforce org using OAuth 2.0. Cleanlist supports both Production and Sandbox environments so you can test before going live.

Step 2

Configure Object Mapping

Map Cleanlist enrichment fields to standard and custom Salesforce objects. The setup wizard auto-detects your schema and suggests optimal mappings.

Step 3

Define Enrichment Triggers

Set rules for when enrichment fires: on Lead creation, Account import, list view selection, or a recurring schedule for ongoing database maintenance.

Step 4

Go Live & Track

Enable the integration and monitor enrichment results from the Cleanlist dashboard. View match rates by object type, field coverage stats, and credit consumption.

Popular Use Cases

Lead Routing Enrichment

Enrich inbound leads with firmographic and technographic data the moment they enter Salesforce, so your routing rules can assign them to the right rep with full context.

Account Data Standardization

Normalize company names, fill in missing revenue ranges and employee counts, and verify primary domains across your entire Account database in a single batch run.

Pipeline Hygiene Automation

Schedule weekly enrichment sweeps to catch decayed emails, update job title changes, and flag contacts who have left their company - keeping your pipeline data trustworthy.

Frequently Asked Questions

Does Cleanlist work with Salesforce Enterprise and Professional editions?

Yes. The Cleanlist integration works with Salesforce Professional, Enterprise, and Unlimited editions. It uses standard Salesforce APIs and does not require any managed packages or AppExchange installs.

Can I enrich custom Salesforce objects?

Absolutely. During setup you can map Cleanlist enrichment fields to any standard or custom object in your Salesforce org. This is useful for enriching partner records, vendor databases, or custom lead qualification objects.

How does Cleanlist handle Salesforce duplicate rules?

Cleanlist respects your existing Salesforce duplicate rules and matching criteria. When enriching records, it checks for duplicates before creating or updating and can be configured to merge, skip, or flag conflicts for manual review.

What happens to my Salesforce data if I disconnect Cleanlist?

All enriched data stays in your Salesforce org. Cleanlist writes data directly to your Salesforce fields, so disconnecting the integration simply stops future enrichment. No data is removed or altered.

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