How to map Salesforce Lead Status
Translate SourceLoop's internal lifecycle stages into Salesforce's Lead Status picklist values. Both directions, custom picklist values supported.
On this page
Salesforce orgs use the Status picklist on the Lead object to track lead state (Open, Working, Converted, Unqualified, plus custom values your team has added). SourceLoop has its own statuses (New, Working, Qualified, Unqualified, Nurture). This article walks through mapping one to the other, so SourceLoop’s reports and lead quality reflect what your sales team does in Salesforce.
Before you start
You’ll need:
- Salesforce connected to SourceLoop
- An Admin or Editor role in SourceLoop
- A list of your Lead Status picklist values (visible in Salesforce at Setup -> Object Manager -> Lead -> Fields & Relationships -> Lead Status)
How the mapping works
SourceLoop keeps a status on every person, such as New, Working, Qualified, Unqualified, or Nurture, and a stage, such as Lead, MQL, SQL, Opportunity, or Customer. When SourceLoop reads a Lead or Contact from Salesforce, it translates the Lead Status to a SourceLoop status using the mapping you set. The mapping is per Salesforce connection.
Statuses also drive lead quality: a person moved to Qualified has their recent unreviewed leads marked Good, and Unqualified marks them Not a fit.
Step 1: Open Setup -> Stages
- Sign in to SourceLoop.
- Open Setup in the left sidebar, then Stages.
- Open the Status tab. With Salesforce connected, it has a Salesforce mapping section listing your Lead Status values.
Step 2: Map each Salesforce Lead Status
Pick a SourceLoop status for each Salesforce value. Each change saves straight away. For Salesforce’s standard values:
| Salesforce Lead Status | SourceLoop status |
|---|---|
Open - Not Contacted | New |
Working - Contacted | Working |
Closed - Converted | Qualified |
Closed - Not Converted | Unqualified |
For custom values, map by meaning: anything your team is actively working goes to Working, anything sales has accepted goes to Qualified, anything disqualified goes to Unqualified, and anything to come back to later goes to Nurture. Choose Do nothing for values you don’t want to map.
Step 3: Check it’s working
- Change a Lead’s Status in Salesforce. It reaches SourceLoop at the next sync, within 15 minutes, or straight away if you’ve set up real-time updates. To apply the mapping to everyone now, click Resync in the Salesforce drawer.
- Open Contacts in SourceLoop and find the person. The Status column should show the mapped value.
If it stays blank, see Troubleshoot Salesforce sync issues.
What about Opportunity stages?
Opportunity stages aren’t mapped here. Opportunities come in with their pipelines and stages exactly as they are in Salesforce, and you’ll see them on the Deal pipelines tab. The one thing SourceLoop needs is which stages mean won and lost, set on the Deal stages tab of the Salesforce drawer.
What’s next
If the mapping isn’t behaving as expected, the troubleshooting article walks through the common causes: Troubleshoot Salesforce sync issues.
Frequently asked questions
-
Does Salesforce have a lifecycle stage field like HubSpot?
Not natively. Salesforce's closest equivalent is the Lead Status picklist, which maps to SourceLoop's statuses. SourceLoop works out stages such as Opportunity and Customer from your opportunities and won deals.
-
My team uses Salesforce's standard Lead Status (Open, Working, Converted, Unqualified). Can I map to those?
Yes, that's the most common case. Setup -> Stages lists your org's Lead Status values, so you see exactly what your team uses.
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What about Opportunity Stage? Can SourceLoop map to it?
Opportunity stages come in as they are, with their pipelines. You only mark which stages mean won and lost, on the Deal stages tab of the Salesforce drawer.
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If my Salesforce admin adds a new Lead Status value, do I need to update the mapping?
Yes. Once the new value appears in the Salesforce mapping section on Setup -> Stages, pick a SourceLoop status for it.
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What happens if SourceLoop sees a Salesforce Lead Status I haven't mapped?
The person has no SourceLoop status from it until you map the value. Add the mapping and click Resync in the Salesforce drawer to apply it.
-
Can I map multiple Salesforce Lead Status values to the same SourceLoop stage?
Yes, and it's normal. Salesforce orgs often have many granular statuses, while SourceLoop keeps a short list for reporting. Map several values to the same SourceLoop status.
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