Wyra syncs your AI-generated leads directly into Salesforce as Lead records — keeping your CRM current without manual exports. This guide covers the full setup: OAuth connection, custom field provisioning, Field-Level Security, and lead sync.
Important — connect with a System Administrator account
The Salesforce user who authorizes the connection must have the System Administrator profile (or equivalent). Wyra creates four custom fields on your Lead object during setup, and those fields must then be made visible via Field-Level Security before lead sync will work. Both steps require System Administrator access. Connecting with a lower-privileged account will cause field creation to fail silently — leads will not sync.
Prerequisites
What you need before connecting.
Salesforce account
Must have System Administrator profile or an equivalent custom profile with the same permissions.
Active Wyra workspace
At least one AI SDR configured and operational in your Wyra account.
Setup
Five steps from connection to live sync.
Navigate to Integrations
Log in to your Wyra dashboard. Go to Settings → Integrations. Click Connect next to Salesforce.
You will be redirected to Salesforce to authorize the connection. Log in with your System Administrator account and click Allow. Salesforce will redirect you back to Wyra automatically.
Verify the connection
After authorizing, you will see a green Connected status with the email address of the authorizing user and your Salesforce org name. The connection is live immediately.
Custom fields on the Lead object
Wyra automatically creates the following custom fields on your Salesforce Lead object the moment you connect.
| Field API Name | Type | Purpose |
|---|---|---|
| Wyra_Lead_ID__c | Text (255), External ID | Links each Salesforce Lead back to its Wyra record |
| LinkedIn_URL__c | URL | LinkedIn profile of the lead |
| Wyra_Outreach_Score__c | Number | Wyra's outreach priority score |
| Wyra_Status__c | Text (255) | Lead status as tracked in Wyra |
If auto-provisioning fails (for example, your org has API or field limits), create these fields manually via Setup → Object Manager → Lead → Fields & Relationships → New.
Grant field visibility — Field-Level Security
This step is required. Custom fields created via the API are hidden from all profiles by default, including System Administrator. Leads will not sync until you complete this step.
For each of the four fields above:
- 1.Go to Setup → Object Manager → Lead → Fields & Relationships.
- 2.Click the field name.
- 3.Click Set Field-Level Security.
- 4.Check Visible for System Administrator (and any other profiles that need to see the field).
- 5.Click Save.
Repeat for all four fields.
Sync leads
Once the connection is verified and field visibility is set, Wyra begins syncing leads automatically. Leads are pushed to Salesforce:
- –When a new lead is generated by an AI SDR
- –When a lead's status changes in Wyra
- –On demand via CRM Sync in the Wyra dashboard
Each lead is synced as a Lead record using Wyra's lead ID as the external identifier — re-syncing the same lead updates the existing record rather than creating a duplicate.
Field mapping
Every Wyra field that maps to a Salesforce Lead field.
| Wyra field | Salesforce field |
|---|---|
| First name | FirstName |
| Last name | LastName |
| Work email | |
| Job title | Title |
| Company name | Company |
| Company website | Website |
| Industry | Industry |
| Location | City |
| Mobile phone | MobilePhone |
| LinkedIn URL | LinkedIn_URL__c |
| Outreach score | Wyra_Outreach_Score__c |
| Lead status | Wyra_Status__c |
| Wyra lead ID | Wyra_Lead_ID__c |
| About / headline / AI intelligence | Description |
| Lead source | LeadSource (always "Wyra") |
Lead ownership
All synced leads are owned by the authorizing user by default.
All leads created via the Wyra integration are owned by the Salesforce user who authorized the OAuth connection.
Routing leads to different sales reps
If you have multiple AI SDRs and want leads routed to different Salesforce users automatically, configure Lead Assignment Rules in Salesforce (Setup → Lead Assignment Rules). Assignment rules are evaluated when a lead is created and can route based on any field — company, industry, geography, or custom criteria. This keeps ownership routing entirely within Salesforce with no Wyra configuration required.
Agent-based routing
To route leads by which Wyra AI SDR generated them, create a custom text field Wyra_Agent_ID__c on the Lead object and contact Wyra support to enable population of that field. You can then use it as criteria in Lead Assignment Rules — routing all leads from a specific SDR to a specific sales rep.
Disconnecting
Settings → Integrations → Disconnect.
To remove the Salesforce integration, go to Settings → Integrations and click Disconnect next to Salesforce. Wyra stops syncing leads immediately. Existing Lead records in Salesforce are not deleted. You can reconnect at any time.
Troubleshooting
Common issues and how to resolve them.
Leads are not appearing in Salesforce
- –Confirm the integration shows Connected in Wyra Settings.
- –Confirm Field-Level Security is set to Visible for all four custom fields (Step 4).
- –Check that the lead has a valid work email — leads without a work email are skipped.
"Field not found" or sync errors in logs
- –The connecting Salesforce user lacked System Administrator access when the connection was made. Disconnect, then reconnect with a System Administrator account.
Duplicate lead records
- –This should not happen — Wyra uses Wyra_Lead_ID__c as an external ID for upsert. If you see duplicates, confirm that the Wyra_Lead_ID__c field was created with External ID checked.
Token expired / connection dropped
- –Wyra automatically refreshes the Salesforce access token using the stored refresh token. If the connection shows as expired, disconnect and reconnect to generate a fresh token pair.
Where to go next