The Salesforce integration allows you to connect your Salesforce CRM account to automate the flow of leads from your outbound campaigns. Once connected, leads generated through tools like Lead Finder or email sequences can be directly synced to your Salesforce CRM in real-time.

This helps your sales team manage leads efficiently within their existing Salesforce workflow without switching between platforms or manually copying data.

Let’s get started 🚀

Step 1: Log in to your account and click the Account icon in the bottom-left sidebar.

Step 2: Select the Settings option to access the Account Details page.

Step 3: In the Settings page, click the Integrations tab at the top.

You’re now on the Integrations page, where you can connect CRMs, marketing platforms, and website tracking.

Step 4: Click on the Connect button to authorize access to your Salesforce account.

Upon clicking on Connect, you will be redirected to the Log in page for Salesforce.

Integrate your Salesforce CRM account to sync leads from the platform automatically.

Step 1: Enter your Salesforce Username and Password in the field.

Step 2: Click on the Log In button to proceed.

Step 3: Verify your identity by entering the verification code sent to your email.

Step 4: Open your email thread and copy the verification code.

Step 5: Paste the verification code and then click the Verify button.

You will be navigated back to the Integration page, and your Salesforce account will be successfully connected.

Transfer your leads directly to Salesforce CRM to manage and track them within your sales pipeline.

Step 1: Navigate to the Leads section from the sidebar.

Step 2: Click on any of the leads you want to transfer to Salesforce. (For example, "Joseph").

Step 3: Click on the Transfer To drop-down menu at the top right corner.

Step 4: Click on the Salesforce option to proceed.

Step 5: Click on the Transfer button to transfer your lead to Salesforce.

The lead will now appear in your Salesforce CRM under the associated pipeline.