How does the Salesforce integration work?

How does the Salesforce integration work?

You can setup an integration with Salesforce by clicking Settings-->Integrations

Within Settings-->Integrations click On for the Salesforce integration. 

Click Yes to export prospects to Salesforce.


Make sure you are logged in to the Salesforce account you want to connect with (in a different browser tab).

The integration will then ask for this permission. Click Allow

You are connected!

NOTE: If there is no current company or account in your CRM, LeadFuze will create it using the company name and add the prospects as contacts to that account (and tag it with LeadFuze as the source).

Have more questions? Submit a request

0 Comments

Article is closed for comments.