Civic IQ — Salesforce Integration Guide

Connect Civic IQ to Salesforce to sync government signals, agency intelligence, and contacts directly into your CRM. Configuration is a one-time setup — once done, any user can push data without repeating it.

1. Connect Salesforce

This step links your organization's Salesforce account to Civic IQ. You'll need super admin access to civiciq.com to complete it.

1. In Civic IQ, click Settings in the bottom-left corner of the sidebar.
2. In the left sidebar under Integrations, click CRM.
3. Locate Salesforce in the CRM Integrations list and click Connect.
4. A Salesforce OAuth window will open. Log in with your Salesforce credentials and click Allow to grant access.
5. Salesforce will now show as Connected in Civic IQ Settings.

Tip: After connecting, the CRM Email Configuration section in Settings will activate for Salesforce. This controls BCC email logging to Salesforce activity records and is separate from the export mapping configured in the next steps.

2. Open CRM Export Settings

Once Salesforce is connected, open the CRM Export Manager to configure how Civic IQ data maps to Salesforce objects and fields.

1. In Settings → Integrations → CRM, locate the Salesforce row.
2. Click Settings (next to Connect) on the Salesforce row.
3. The CRM Export Manager will open — a three-step wizard covering Agency Mapping, Signal Mapping, and Contact Mapping.

Tip: The mapping configuration is saved after the first run. Future exports use it automatically — you won't need to go through the wizard again unless you want to change the field mapping.

3. Configure Agency & Signal Mapping

Map Civic IQ agency data to Salesforce Accounts and signal intelligence to Salesforce Tasks or Notes.

Agency Mapping — Set Destination Object to Account. Check External ID on the Website field so Salesforce can deduplicate account records on future syncs.

Signal Mapping — Set Destination Object to Task (recommended) or Note. Tasks surface in the activity timeline on the Account record and can trigger rep workflows. Map signal fields to Description to consolidate signal context into each task.

Tip: Using Task as the destination object is preferred over Note — Tasks appear in the activity timeline, can be assigned to a rep, and support due dates. Set Status to "Not Started" and Priority to "High" on urgent signals to trigger rep action queues.

Warning: If you see "There was an error fetching your lists from Salesforce", go to Settings → Integrations → CRM and disconnect and reconnect Salesforce, then retry.

4. Configure Contact Mapping

Map Civic IQ contact fields to Salesforce Contacts. By default, contact job title does not sync — add it manually here. Saved for all future syncs.

Set Destination Object to Contact. Use Email as the External ID to prevent duplicate contact records on future syncs.

To add Contact Title manually (not included by default)

1. Click + Add New Civic IQ Field.
2. In the Civic IQ dropdown, search for and select Contact Title.
3. Map it to Title on the Salesforce side.
4. Click Review, select your contacts, and click Export. Saved for all future syncs.

Tip: Salesforce automatically links a Contact to an Account when the Account domain matches the Contact's email domain. Ensure Domain → Website is mapped correctly in Agency Mapping (Section 3) for this auto-association to work.

5. Sync a Signal to Salesforce

Once Salesforce is connected, any user can push a signal directly into Salesforce as a Task or Note on the matching Account record.

1. Go to the Signals page and identify a relevant signal.
2. On the signal card, click the Salesforce icon in the bottom-right corner, then select Sync to Salesforce.
3. You'll be prompted to create a new Salesforce list or select an existing one. For first-time setup, create a new list named Civic IQ Accounts.
4. Civic IQ will surface all contacts associated with the agency. Select the contacts you want to include.
5. Click Export. The signal will appear as a Task or Note in Salesforce on the matching Account record.

Success: After export, go to Salesforce and search for the agency name you synced — the Account record will appear with the signal attached under Activity. Assigned reps will see it in their task queue.

6. Push an Individual Contact

To push a single contact to Salesforce without syncing an entire signal, use the per-contact icon inside any signal card.

1. Click into any signal card and go to the Contacts tab at the top of the panel.
2. Scroll right on any contact row to find the small Salesforce icon in the Action column.
3. Click it — a tooltip reading "Sync contact to Salesforce" will confirm the action.
4. The contact is pushed to Salesforce as a Contact record and linked to the matching Account.

Tip: Use this to push a specific stakeholder — Department Director, City Manager, Procurement Officer — to Salesforce before a call, without syncing the full signal.

7. Export History

Every export is logged under Settings → CRM → Export History, showing the export name, CRM, status, and timestamp.

All Available Source Fields

Complete reference for every field available in the Civic IQ source dropdown across all three mapping steps.

Civic IQ — Salesforce Integration Guide — Questions? [email protected]