Salesforce Integration

Similarweb Sales Intelligence integration with Salesforce creates a two-way connection that automates data entry and enhances prospecting efficiency. The integration allows Similarweb to send our data into your Salesforce to instantly create new records or update existing ones. Simultaneously, the integration allows Similarweb to automatically exclude existing Salesforce records from your search results, ensuring you focus exclusively on finding new business.

Core Capabilities

Seamless Export: You can export Accounts, Contacts, and Leads directly from Similarweb to Salesforce with a single click, choosing exactly which Similarweb fields you want to send to Salesforce.
 

Account Exclusion: The integration allows you to "suppress" or exclude accounts that already exist in Salesforce from your Similarweb search results, so you won’t waste time researching companies you’re already talking to.

Automated Enrichment: Automatically enrich your existing Salesforce records with Similarweb data. This keeps your Salesforce up-to-date with critical data points like monthly visits, revenue, tech stack, contact data and many more without manual intervention.

Data Privacy & Security

We only access your data to facilitate the export/exclusion features.

No Data Sharing: We never use your Salesforce data to expand our own database, nor do we share it with other customers or third parties.

Internal Access Restricted: Similarweb internal employees cannot access your Salesforce data.

For Export & Enrich:

1. We check the account website or contact email solely to prevent creating duplicates.
2. We use your user email to automatically assign you as the owner of any record you export.
3. We read your list of data fields so you can map them to Similarweb data. We do not read the values inside those fields for export purposes.

For Account Exclusion:

1. We only access this if you actively enable the "Exclude Salesforce records in Lead Generation" toggle.
2. We read your list of accounts to remove them from your Similarweb search results.
3. If you choose to use exclusions filter, we access specific field values like Account Owner or Account Type to apply those filters correctly.

If you ever decide to disconnect the integration or end your subscription, we automatically delete all your synced CRM data from our system.

Connecting and Managing Salesforce Integration

The CRM integration is connected and managed via the integration page on the platform. To begin, click here and follow the subsequent steps.

Initial Connection

The Similarweb admin must have permissions on Salesforce in order to proceed with the integration. 

Click the Connect button. A new window will appear; enter your Salesforce credentials and accept the Terms and Conditions agreement. 

Note: your organization’s Salesforce Administrator must complete this portion of the setup.
 

Once Similarweb and Salesforce are connected, the management page will appear as shown below, including a timestamp of the last sync. You can adjust your settings via the Manage button or disconnect the integration using the icon in the upper-right corner.
 

Managing Your Integration

Once connected, click on the Manage button to define your parameters. There are three integration elements to activate and define based on your goals:

• See Salesforce data in Similarweb: Choose which capabilities you wish to enable for your team.
• Export from Similarweb to Salesforce: Choose which records types you want to allow your team to export.
• Enrichment: Automatically enrich dedicated records in your Salesforce with Similarweb data.

Field Mapping

Map the fields you want to export and/or enrich

Field Mapping

Field mapping allows you to choose the exact fields you want to export and/or enrich for each record type: Accounts, Contacts and Leads. From here you’ll be able to choose from many data points including company information, industry, traffic & engagement metrics, contact data, and many more. 

Steps to Field Mapping:

1. Click on the Edit field mapping at the upper-right corner.

2. For each record type (Accounts/Contacts/Leads), verify the default fields at the top are mapped to the correct fields within Salesforce. Make sure your Salesforce mandatory fields are all mapped.

3. To add multiple Similarweb data fields, click Add Fields at the upper-right corner, select the desired fields, and then click Add. Alternatively, you can add a single field by clicking Add New Field below the last field.

4. Once the selected fields have been added, you can map the newly added Similarweb fields to your Salesforce fields by selecting them in the dropdown menu under the Salesforce Field column.

Note: Keep in mind that you can only select Salesforce fields that share the same data type as the corresponding Similarweb field

5. For each field, you can decide whether to activate it for exporting data, enriching your Salesforce, or both. Additionally, you can choose to enable the overwrite function.

Export Records from Similarweb to Salesforce

Once your fields are mapped, you can start pushing data directly from Similarweb to Salesforce. 

Activate the “Export from Similarweb to Salesforce” toggles to choose which records types you want to allow your team to export from Similarweb to Salesforce. For each record type you can see the number of fields you already mapped out of all the available fields.
 

Where to Export From

You can initiate an export from three main areas:

1. Lead Generation: Select multiple companies, websites or contacts from your search results to export in bulk. 

Note: You can choose to export contacts as Leads or as Contacts.

2. Lists: Select multiple companies or websites from your list to export in bulk.
3. Company or Website Analysis: Under ‘Competitors’ you can select multiple companies to export in bulk. 

Under ‘Contacts’ you can select multiple contacts to export as Leads or Contacts in bulk.

Note: In all export options, only the mapped fields will be exported, regardless of the columns currently displayed in the table.
 

Steps To Export

Export looks the same in each area you choose to export from.

1. Click on the “Export” button located at the top of the list.

2. Click on "Export to Salesforce".

3. Choose to export “Top X” results or manually select specific records. When choosing the manual option, a checkbox will appear near each record, check the boxes for the desired records. 

4. Lastly, click on the "Export" button.

Once the Export is completed, you'll get a success message and you will have the option to download a CSV log file.

Export Credits Costs

Exporting records from similarweb to salesforce utilizes Monthly Export Quota. 

This quota is shared between CSV, Hubspot, and Salesforce exports. 

1 Record Export = 1 Credit from the user monthly allowance which is 10K exports per user per month.
 

Enrich Salesforce Records with Similarweb Data

Create Enrichment Jobs

Setup a recurring automation that will continuously enrich your Accounts, Contacts or Leads with Similarweb metrics, ensuring your team always works with the most accurate and up-to-date data. Here you will be able to choose the enrichment frequency, the target records and specific criteria for enrichment.

Steps to Create an Enrichment Job

A. Enrichment Type

Choose the method that best aligns with your workflow and needs:

• Immediate: Automatically enriches CRM records the moment they are created or updated. Ideal for real-time visibility. 
• Ongoing: Allows you to schedule periodic updates to ensure your data remains accurate over time. Useful if you want your Salesforce to remain up-to-date over time. 
   

B. Enrichment Settings

1. Define the record type: Select Accounts, Contacts, or Leads. While each job focuses on one record type, you can run up to five jobs simultaneously.

2. Enrichment Level: You can choose to enrich the record with aggregated data including all company-related domains or limit the enrichment to data for the single domain linked with the CRM record.

3. Refresh Data (for ongoing jobs only): You can set a time interval for when records will be automatically refreshed with new data.

• As soon as possible: Records will be enriched every time new data is available. 
• Every 2, 3 or 6 Months: Records will be enriched every 2, 3 or 6 data snapshots.
   

4. Traffic data: All traffic & Engagement data seen will come from the country or region selected. You can choose to view worldwide traffic or narrow down to a more specific search. 

Note: The available options are determined by the country filters included in your purchased plan.
 

C. Enrichment Rules

You can choose to enrich all records of the selected type or specific records by defining rules.

• Enriching All Records: Select the "All accounts/contacts/leads" option. 

• Enriching Specific Records: Set rules based on existing Salesforce fields. 
   

  For example:

• Basic Rule: If you want to enrich only new leads, you would include a rule like: ‘Status = Open’.
• Adding Specificity: To further narrow down the enrichment, you can add more rules, such as: ‘City = London’.

Following this example, you would only enrich open leads that originate from London.
 

D. Review your enrichment before Submitting

On the last step you will be able to review your enrichment job. This summary also show you how many data credits it will cost each time a record in your Salesforce is enriched with Similarweb data.

Data Credits Costs for Enrichment 

1. Accounts

• Base Cost: 25 data credits. This covers the mandatory fields of Website and Company Name, and all metrics included in the Lead Enrichment Bundle.
• Additional Fields: 1 data credit per field for any data outside the standard bundle.
• Technographics: A flat fee of 10 data credits, regardless of how many technographic fields you add.

2. Contacts

• Base Cost: 1 contact credit per unique contact. Duplicates or previously revealed contacts are excluded from charging. 
• Additional Fields: 1 data credit for each field added.

3. Leads

• Base Cost: 1 contact credit. 
• Lead Enrichment Bundle: Adding fields from this endpoint adds a flat 25 data credits to the cost. 
• Additional Fields: 1 extra data credit per field for contact data or fields outside the Lead Enrichment endpoint. 
• Technographics: 10 additional data credits per company.
   

FAQs

How does Similarweb handle data privacy with the Salesforce Integration? 

Similarweb only uses data from the client’s Salesforce for excluding search results or to exclude data when exporting into it. Only designated admins can activate the integration. We do not use this data in any other way or for any other purpose. If a user disconnects their integration or no longer has an active account with Similarweb, we automatically delete all of the data within a few weeks. Please refer to our T&Cs around the integration for more information. 

How do I manage credits? 

Administrators can manage credit consumption directly in the Similarweb platform. Navigate to the Settings section and select the Data Credit Management page. From here, you can define the maximum number of credits allocated for CRM enrichment and see exactly how many credits you’ve used.

Do I need a specific Salesforce version for the integration to work? 

This integration is only available if you have one of the following Salesforce editions: Enterprise, Unlimited, Performance, Professional with the Salesforce API addon.

What is field mapping, and why is it important? 

Field mapping defines how Similarweb data is transferred to Salesforce records (Accounts, Contacts and Leads). It allows you to map specific fields and decide if you want them used for export, enrichment, or both.

Can I overwrite existing Salesforce data? 

Yes, selecting the 'overwrite' button, enables Similarweb to replace any existing data in the selected fields when exporting to Salesforce.

When exporting a new contact, what happens if the contact already exists in my Salesforce? A: The platform will not create a new contact if it already exists in Salesforce. Instead, it will enrich the existing contact’s data. The fields that will be enriched are based on the data which the admin mapped.

When exporting to Salesforce what is the record’s source? 

We don’t fill in the source by default. The user can add a predefined field with a value (such as “Source Similarweb”) and map it to their source field.

When exporting websites from the platform to my Salesforce who will be the account owner? 

We match the email of the exporting user with their Salesforce email. If it is the same email then the user will be the owner of the account in the Salesforce. If there is no match, the owner of the account will be the admin who did the integration setup. 
 

If mandatory fields are missing, will the export partially succeed, or will the entire process be canceled? 

If any required fields are missing, the entire export will fail. Salesforce does not allow the creation of new records if mandatory fields are absent, so the system rejects the full batch rather than exporting partial data.

When exporting accounts/contacts into Salesforce how do we match with existing accounts/contacts? 

We match accounts based on their domain/website. We match contacts based on their email address. If you export a contact that already exists but with a different email address, it will create a new contact in Salesforce.
 

What are the differences between exporting as “Lead” and “Contacts” in Salesforce? 

In Salesforce there are 3 types of records:  Accounts - represent companies that I know of.  Contacts - represent people that I contacted before.  Leads - usually represent information on both people and companies that I didn't contact or sold to yet. Once I talk to a lead it becomes both a contact and an account.  Exporting as Lead or as Contact affects which object in Salesforce the contact record (data about a person) is created as. The data is the same for Contact and Lead, when the admin sets up the integration they can decide which data point to export for each record type.
 

What are the two types of enrichment? 

The two enrichment types are:  Immediate Enrichment - For enriching records when they are created or updated. Ongoing Enrichment - Runs on schedule, checking and updating records with new data.

How do I access Salesforce Enrichment Jobs? 

Go to the integrations page in your Similarweb Sales Intelligence navigation bar, click on 'Manage' for Salesforce integration, and scroll to the bottom to create enrichment job.
 

How often data is refreshed in Ongoing Enrichment? 

You can set how frequently you want your data refreshed. The system will use the latest available data snapshots from Similarweb.
 

Can I set rules for enrichment? 

Yes, you can create rules using Salesforce fields like Account owner or Lead Status to target specific records (e.g., new leads from London).
 

Can I edit an enrichment job after it’s created? 

Currently, you can only rename or delete jobs. Editing features will be added in the future.
 

Why can I only create five enrichment jobs per account? 

We’ve set a limit of five jobs to help you create better enrichment settings however we’re open to hearing your feedback.
 

Can I enrich Contacts? 

Yes! The native enrichment supports contact enrichment (email, phone number, linkedin, title, seniority and more), allowing you to keep your CRM contact data fresh automatically.

 Will the old Salesforce connector be deprecated? 

Yes, it will remain functional but will not be sunsetted on January 1st, 2027. For migration details, please reach out to us. 

How is this different from the old Salesforce connector? 

Salesforce native enrichment provides a major upgrade. It offers access to all Similarweb data points for enrichment (all available columns), includes contacts enrichment, enables creation of enrichment jobs with different rules, and sends the enriched data directly to the Salesforce entity instead of storing it in a custom object like the old Salesforce connector. 
 

Does the Native Enrichment consume Salesforce Storage? 

Minimal. Since it uses standard fields on existing records, you aren't creating millions of new "Custom Object" records that eat up your storage limits.

Appendix: transition from "connector" to native enrichment
 

Introduction to the Native Enrichment
 

In January 2026, we launched our Salesforce Native Enrichment that replaces the Legacy “Connector”. 

The Native Salesforce Enrichment offers a completely new way for enriching Salesforce records. This new method provides a cleaner and more direct way to bring valuable Similarweb data into your Salesforce records. 

Unlike the old “Connector” plugin, which showed data in a viewing window on records pages (like an iFrame), this new approach writes Similarweb data directly into the records fields. Thanks to this major change, you can now use this data to drive your reports, dashboards, and automated processes.
 

Key Benefits of the Native Enrichment

• 5x more available data points 
• Easier to integrate 
• Creates multiple enrichment jobs with unique rules 
• Enriches directly the record object, no more custom objects and iFrame 
• Supports both company level and domain level enrichment 
• Includes contacts data

Legacy "Connector" vs. Native Salesforce Enrichment