Connect Salesforce to Thryv® Growth Platform or Marketing Center to send eligible new leads to Salesforce. Thryv updates a matching Lead or Contact or creates a new Lead if it finds no match. Your team can review the lead’s contact details, available score and sentiment, and call or form notes before following up.
Beta: You can connect Salesforce directly from Settings. If you have questions about the beta, contact your Business Advisor.
In this article
- Connect Thryv to Salesforce
- See which leads sync
- Find synced leads in Salesforce
- Disconnect Salesforce
- Frequently asked questions
Connect Thryv to Salesforce
In Thryv Growth Platform or Marketing Center, select Settings in the left navigation menu.
In the Settings menu, select Integrations.
Find Salesforce in the list of integrations and select Connect.
Review the permissions and terms, then select Allow.
- Sign in to Salesforce if prompted and follow the prompts to finish connecting your account.
- Return to Settings → Integrations and confirm that Salesforce shows Connected.
Eligible new leads start syncing automatically. During setup, the integration activates the permissions it needs and creates any missing Thryv Score and Thryv Sentiment fields in Salesforce. You don’t need to create those fields manually.
See which leads sync
Thryv checks the score of incoming leads from calls, form submissions, and listing inquiries before sending them to Salesforce.
| Thryv lead score | Syncs to Salesforce? |
|---|---|
| 3, 4, or 5 | Yes |
| No score yet | Yes |
| 1 or 2 | No |
If you don’t see a lead you expected to sync, check its score and confirm that Salesforce shows Connected under Settings → Integrations. Then search both Leads and Contacts in Salesforce. Thryv may have updated an existing record.
Find synced leads in Salesforce
Thryv checks for a matching Salesforce record by internal record ID first, then by email address, then by phone number.
- If Thryv finds a matching Lead or Contact, it updates that record.
- If it finds no match, it creates a new Lead.
- If the matching Lead has already been converted in Salesforce, Thryv leaves the conversion in place and takes no further action on that Lead.
| Information from Thryv | Where it appears in Salesforce |
|---|---|
| First and last name, email address, and phone number, when available | Lead or Contact fields |
| Thryv Score, when available | Thryv_Score__c custom field |
| Thryv Sentiment, when available | Thryv_Sentiment__c custom field |
| Call summary, key notes, or form submission details, when available | Enhanced Note attached to the Lead or Contact |
Thryv adds new notes without replacing existing notes. You can continue qualifying leads, converting them, and managing opportunities in Salesforce.
Disconnect Salesforce
- In Thryv, go to Settings → Integrations.
- Open the Salesforce integration marked Connected.
- Select Remove.
Removing the integration stops new lead syncs and removes the Salesforce access Thryv stored for the connection. Existing Leads, Contacts, custom fields, and notes remain in Salesforce.
Frequently asked questions
How does Thryv score phone leads?
Thryv uses AI to look for signs of intent in calls received on tracked phone numbers. The score helps you decide which leads to follow up with first.
| Score | What it can indicate |
|---|---|
| 5 | The caller booked an appointment or made a purchase. |
| 4 | The caller had a productive conversation about services, such as asking for a quote or exchanging contact information. |
| 3 | The caller showed limited interest or was an existing customer asking about previous work or rescheduling. |
| 2 | The inquiry was a poor fit, such as a request outside your service area. |
| 1 | The call was spam, a sales call, a wrong number, or had no clear customer intent. |
What if the Thryv fields already exist in Salesforce?
Thryv uses the existing fields if their types are compatible. If setup reports an incompatible field type, work with your Salesforce administrator to resolve the issue before trying again.
Does the integration sync Salesforce activity back to Thryv?
Thryv checks Salesforce for matching records and sends lead details to Salesforce. The integration doesn’t sync Opportunities, Cases, Tasks, or Campaigns back to Thryv or manage those records in Salesforce.
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