How does the Salesforce integration work?

Last updated over 4 years ago

You can setup an integration with Salesforce by clicking the profile settings dropdown in the top right corner, and then “Integrations” option.
Pipedrive INtegration.png 173.39 KB

Choose “Yes” to export previous prospects already in your LeadFuze account (if you want), and then enter your API key (from Pipedrive account under settings).
Salesforce1a.png 56.67 KB

Make sure you are logged in to the Salesforce you want to connect with (in a different browser tab). The integration will then ask for this permission:
Salesforce1.png 127.91 KB

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).

powered by
SlimFAQ