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Sync rules decide what comes through. Pick the object types you want, then layer filters on top so only the records you actually need flow into Spotzee.
Sync rules live on each Salesforce integration record. Open the integration from your project’s Integrations menu and configure rules from there. Saving rules schedules the next sync to use them.

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Pick objects to sync

You can pick any combination of three object types.
1

Open the integration

Inside the project, open Integrations → Salesforce and pick the integration.
2

Open the configuration

Pick Configure on the integration card.
3

Toggle objects on

In the Objects to sync section, pick the objects you want. Each toggle turns the object on or off. Selected objects show a highlight.
4

Save

Save. The next sync run will pull from every selected object type.

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Lead vs Contact

Both work. Pick the one that matches the audience you’re sending to:
  • Sync Leads for prospects. Top-of-funnel marketing, nurture sequences, awareness campaigns.
  • Sync Contacts for existing customers. Renewals, upsell, product updates, customer comms.
  • Sync both when you need to message prospects and customers separately. Most B2B teams sync both.

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CampaignMember

CampaignMember syncs people who belong to specific Salesforce campaigns. The targeting is already done in Salesforce, so you don’t need filter rules on top. A common pattern: sales runs a Q1 Product Launch campaign in Salesforce. You sync only that campaign’s members into Spotzee, name the resulting Spotzee list after the campaign, and trigger your launch journey from there.

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Filter records with sync rules

Each rule has three parts:
  • Field: a Salesforce field on the object you’re syncing (Status, Country, Industry, AnnualRevenue, custom fields).
  • Operator: how to compare the field value.
  • Value: what to compare against.
Multiple rules combine with AND (all must match) or OR (any can match).

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The ten operators

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Configure rules

1

Open Sync rules

Scroll to the Sync rules section in the integration’s configuration view.
2

Add rules

Choose Add rule, pick the field, choose the operator, and enter the value. Repeat for as many rules as you need.
3

Combine with AND or OR

Pick AND to require every rule to match. Pick OR to allow any rule to match.
4

Preview and save

Use the preview action to see how many records match before saving. If the count looks wrong, refine and re-preview. Save once it’s right.

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Worked examples

A few rule combinations that come up often:
  • Hot leads only: Status equals "Hot". One rule, AND.
  • Australian customers: BillingCountry equals "Australia" AND IsDeleted equals false. Two rules, AND.
  • Mid-market or above: AnnualRevenue greater_than 1000000 OR NumberOfEmployees greater_than 50. Two rules, OR.
  • Recent leads, excluding test data: CreatedDate greater_than 2026-01-01 AND Email not_contains "test". Two rules, AND.
The preview count tells you whether you’ve got the rule right before you commit to a sync.

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Empty result sets

If a sync returns zero records, the most common cause is rules that are too restrictive (or the connecting user lacking access to records that match). Use the preview count to diagnose. If the count is non-zero but the sync still imports nothing, check the integration’s logs and field permissions.

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Next steps

Map fields

Decide which Salesforce fields land on which Spotzee user property.

Operations

Manual sync, frequency, and monitoring.

Troubleshoot

What to do when no records come through.

Salesforce overview

What the integration does and what data flows.