--- title: Accord Members & Contacts (Salesforce) description: A quick overview of how the Salesforce Contact Object interacts with Accord Members. --- [Skip to content](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#main-content) [![Accord logo](https://collaboration.inaccord.com/hubfs/Hubspot%20KB%20Logo.svg)](https://inaccord.com) Open main navigation Close main navigation How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://collaboration.inaccord.com/knowledge?hsLang=en) 2. [Salesforce Integration](https://collaboration.inaccord.com/knowledge/salesforce-integration?hsLang=en) # Accord Members & Contacts (Salesforce) ## A quick overview of how the Salesforce Contact Object interacts with Accord Members. ### **Overview** 1. [Syncing Accord Members and Salesforce Contacts ](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#syncing-accord-members-and-salesforce-contacts) 2. [Adding Contacts During Accord Creation](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#adding-contacts-during-accord-creation) 3. [Suggesting CRM Contacts as Accord Members](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#Suggesting-Contacts-as-Members) 4. [Adding Internal Accord Members as Salesforce Contacts](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#internal_members) 5. [Associating Tasks with Contacts](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#Associating-Tasks-with-Contacts) 6. [Assigning Contact Roles ](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#contact-roles) 7. [Syncing Contact Roles](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#contact-role-syncing) ### [**1. Syncing Accord Members and Salesforce Contacts **](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#syncing-accord-members-and-salesforce-contacts) If an Accord Member is added to an Accord and they **do not exist** in Salesforce, Accord will automatically create a new contact in Salesforce and associate the new contact with the relevant Account and Opportunity.  The Accord Point Person will also be assigned as the **Contact Owner** in Salesforce.  *Accord matches contacts based on email address.* If an Accord Member is added to an Accord and they exist in Salesforce but they **are not yet linked** to the opportunity, Accord will link the contact to your Salesforce Opportunity.  The contact will be added to Salesforce **as soon as the member is added** to the Accord – they do not need to be invited (just added). ![Screenshot 2024-01-25 at 11.31.22 AM](https://collaboration.inaccord.com/hs-fs/hubfs/Screenshot%202024-01-25%20at%2011.31.22%20AM.png?width=272&height=324&name=Screenshot%202024-01-25%20at%2011.31.22%20AM.png) #### **Enabling Contact Sync** To enable this feature, navigate to **Settings \> CRM \>** toggle on **Sync Salesforce Contacts.** ![Screenshot 2024-01-26 at 1.52.14 PM](https://collaboration.inaccord.com/hs-fs/hubfs/Screenshot%202024-01-26%20at%201.52.14%20PM.png?width=670&height=70&name=Screenshot%202024-01-26%20at%201.52.14%20PM.png) #### **Customizing Lead Source** You can customize the **Lead Source** in the CRM Settings panel in Accord. This will help you attribute contacts to Accord.  Navigate to **Settings \> CRM \> Sync Salesforce Contacts \>** click **Manage**. ![Screenshot 2024-01-26 at 1.53.19 PM](https://collaboration.inaccord.com/hs-fs/hubfs/Screenshot%202024-01-26%20at%201.53.19%20PM.png?width=670&height=165&name=Screenshot%202024-01-26%20at%201.53.19%20PM.png) ### [**2. Adding Contacts During Accord Creation**](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#adding-contacts-during-accord-creation) When an Accord is created and linked to a Salesforce opportunity, Accord will automatically pull in all the opportunity contacts as Accord Members. This will happen during *Automatic Accord Creation*, as well as manual Accord creation.  These contacts will be displayed on the Team page, with a **Not Yet Invited** tag (see image below).  These Members can be invited by clicking **Send Invite**, or removed by clicking the three dots in the top right corner of the Member card and selecting **Remove**. ![image3](https://collaboration.inaccord.com/hs-fs/hubfs/image3.png?width=395&height=261&name=image3.png) *Accord administrators can turn this feature OFF during Automatic Accord Creation.* *![image7](https://collaboration.inaccord.com/hs-fs/hubfs/image7.png?width=670&height=280&name=image7.png)* ### [**3. Suggesting CRM Contacts as Accord Members**](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#Suggesting-Contacts-as-Members) #### **Suggesting CRM Contacts: Team Page** A list of recommended contacts from Salesforce are listed to add to the Accord. These are Contacts linked to the Opportunity that have **not yet** been added to the Accord. They are not visible to your customer.  The suggested contacts can be removed by clicking **Dismiss**. ![image2](https://collaboration.inaccord.com/hs-fs/hubfs/image2.png?width=500&height=446&name=image2.png) #### **Suggesting CRM Contacts: Adding New Members ** When inviting a new member to the Customer team, Accord will suggest contacts that are linked to the connected opportunity. ![image6](https://collaboration.inaccord.com/hs-fs/hubfs/image6.png?width=433&height=428&name=image6.png) ### [**4. Adding Internal Accord Members as Salesforce Contacts**](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce?hsLang=en#internal_members) With [Stakeholder Map](https://collaboration.inaccord.com/knowledge/stakeholder-map?hsLang=en), you're able to create Internal Members in your Accords. An Internal Member is a specific individual within the customer's organization that is relevant to your Accord, but either: 1. You're missing information about the individual, OR 2. Don't want it visible to others in the buyer's organization yet, OR 3. Not ready to invite them into the Accord yet Internal Members are synced over to your Salesforce Account and Opportunity as a Contact just as long as **they have an email address associated with them**. Changes to any of the following details for Internal Members will sync over to the corresponding Salesforce Contact (or vice-versa): 1. First name 2. Last name 3. Role 4. Email address *Once an Internal Member has been invited to the Accord, they will cease to be Internal Only.* *Once a Member has accepted their invite to the Accord, their details will no longer be editable by you.* ### [**5. Associating Tasks with Contacts **](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce?hsLang=en#Associating-Tasks-with-Contacts) If you have enabled [**Sync Accord engagement activity with Salesforce Tasks**](https://collaboration.inaccord.com/knowledge/hubspot-integration-miscellaneous?hsLang=en#accord-activity-via-tasks)**,** any engagement triggered by a Contact will be linked to the Opportunity **and** the specific Contact.    ### [**6. Assigning Contact Roles **](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#contact-roles) You have the ability to assign Contact Role for a specific Salesforce Contact from both the Stakeholder Map and the Contact Card.  ![Screenshot 2025-11-16 at 3.19.10 PM](https://collaboration.inaccord.com/hs-fs/hubfs/Screenshot%202025-11-16%20at%203.19.10%20PM.png?width=670&height=501&name=Screenshot%202025-11-16%20at%203.19.10%20PM.png) *Image of setting Contact Role from the Stakeholder Map* ![Screenshot 2025-11-16 at 3.19.53 PM](https://collaboration.inaccord.com/hs-fs/hubfs/Screenshot%202025-11-16%20at%203.19.53%20PM.png?width=670&height=549&name=Screenshot%202025-11-16%20at%203.19.53%20PM.png) *Image of setting Contact Role from the Member Card. *   #### [Syncing Contact Role to Salesforce](https://collaboration.inaccord.com/knowledge/accord-members-contacts-salesforce#contact-role-syncing) When you assign a contact role to a member in Accord, that value can be synched to Salesforce. Each Contact Role must be first mapped in workspace settings. To do this, navigate to *Settings \> Workspace  \> Contact Roles*.  Please note that each type of Salesforce record will have it's own unique Contact Roles. If you have access to connect to the Account record (enterprise feature), you will need to set Contact roles for both Opportunity & Account connected Accords. 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