Salesforce integration — enterprise CRM.
Salesforce is the heaviest CRM Mama integrates with. The connector handles Lead vs Account routing, custom fields, Person Account variants, and Salesforce-specific governance rules. Pro tier and above.
TL;DR
OAuth via Salesforce Connected App. Mama supports Sales Cloud Lightning + Classic. Auto-detects Lead vs Account model. 6 custom fields installed via a Salesforce package (admin install required). Routing rule: net-new prospects → Lead; existing accounts → Account+Contact. Two-way sync opt-in.
01Connecting
Settings → Integrations → Salesforce → Install package + Connect. The flow:
- Install the Salesforce package (link in the integration screen) — requires SF admin permission
- OAuth-connect your SF user
- Confirm routing — Mama auto-detects but you can override
- Review field mapping — defaults are sensible; tweak as needed
02The Salesforce package
Installs 6 custom fields on Lead, Account, and Contact objects:
Mama_Fit_Score__c— Number, 0-100Mama_Signals__c— Long Text Area (JSON)Mama_Brief_URL__c— URLMama_Last_Brief_Date__c— DateMama_Archetype__c— TextMama_Sync_Status__c— Picklist (Synced / Pending / Conflict)
Plus a "Mama Brief" related list on Account/Lead pages that surfaces the brief inline in SF.
03Lead vs Account routing
When Mama pushes a new prospect, it has to decide: Lead or Account+Contact?
| Situation | Default routing |
|---|---|
| Account already exists in SF | Push as Contact under existing Account |
| Account doesn't exist, but Lead does | Update existing Lead |
| Neither exists, prospect is junior (Manager-) | Create as Lead |
| Neither exists, prospect is senior (Director+) | Create as Account + Contact |
Override the routing logic per-workspace from Integration settings.
04Default field mapping
| Mama field | SF destination |
|---|---|
| Brief headline | Mama Brief related list entry |
| ICP score | Mama_Fit_Score__c |
| Active signals | Mama_Signals__c |
| Brief URL | Mama_Brief_URL__c |
| Archetype name | Mama_Archetype__c |
| Decision-makers | Contacts under the Account |
05Two-way sync
Same options as HubSpot — opt-in. When enabled, these SF fields flow back to Mama:
- Opportunity stage and amount → enrich Mama account context
- Closed-won + Closed-lost outcomes → train Reply Loop archetype scores
- Owner → mirror SF ownership into Mama for visibility
- Account Owner changes → trigger handoff notifications
06Person Account variant
If your SF org uses Person Accounts (rare for B2B, common for B2C-leaning orgs), Mama detects this on connect and adapts routing. Person Account orgs get prospects pushed directly as Person Accounts rather than Account+Contact pairs.
Confirm Person Account detection from the integration settings — there's a one-time "Confirm SF org model" toggle.