Integrate Salesforce® with LeadsBridge
With Salesforce® you may build more meaningful and lasting relationships and connect with your customers across sales, customer service, marketing, communities, apps, analytics, and much more.
In this article, you'll learn how to connect your LeadsBridge account with Salesforce®.
Connect Salesforce® integration
- Head over to the left sidebar and click on Integrations
- Click on the Add New button
- Enter a recognizable name for your integration
- Click on the Browse button
- Select "Salesforce®" from the providers list
- Click on the Next button
- Enter Username, Password and Security token to connect Salesforce® with LeadsBridge
- Click on the Finish button
How to get the Username, Password and Security token
Which entity concepts we support for Salesforce®
LeadLeads are people who are interested in your product and service. ( Learn more)
ContactUse contacts to store information about the people you do business with. ( Learn more)
CaseA case is a customer’s question, feedback, or issue. ( Learn more)
OpportunityOpportunities are deals in progress. ( Learn more)
AccountUse accounts to store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. ( Learn more)
Person AccountPerson accounts store information about individual people by combining certain account and contact fields into a single record. ( Learn more)
Which segmentation concepts we support for Salesforce®
With LeadsBridge you may use these segmentation concept for Salesforce®.
Lead SourceA list's origin.
CampaignManage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral. Organize campaigns into hierarchies for easy analysis to see what works best for increasing your company’s sales. ( Learn more)
List ViewCreate a list view to see a specific set of contacts, documents, or other object records. ( Learn more)
TagTags are words or short phrases that users associate to records to describe and organize data in a personalized way. ( Learn more)
ReportReports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. ( Learn more)
Common questions for Salesforce®
How can I assign a lead to a Salesforce owner?
You simply need to identify them writing their name or the Salesforce® Id as a value.
Can I configure Leadsbridge to create a new lead if a lead with the same email already exists?
What does 'Use Sandbox' means?
- How to create a bridge
- How to connect Facebook Leads Ads to Salesforce®
- How to connect any CRM/Platform
If you have any further questions regarding this matter, or if you need help to set up the connection between Salesforce® with LeadsBridge, do not hesitate to get in touch!