1. Integrate Salesforce® with LeadsBridge

Integrate Salesforce® with LeadsBridge

With Salesforce® you may build more meaningful and lasting relationships and connect with your

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

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Salesforce®" from the providers list
  6. Click on the Next button
  7. Enter Username, Password and Security token to connect Salesforce® with LeadsBridge
  8. Click on the Finish button

How to get the Username, Password and Security token

Salesforce® sends your security token via email. If you do not know your security token, click the reset button inside your Salesforce® account settings.
Once your token is reset, you should see a green notice.

Which entity concepts we support for Salesforce®

  1. Lead

    Leads are people who are interested in your product and service. ( Learn more)
  2. Contact

    Use contacts to store information about the people you do business with. ( Learn more)
  3. Case

    A case is a customer’s question, feedback, or issue. ( Learn more)
  4. Opportunity

    Opportunities are deals in progress. ( Learn more)
  5. Account

    Use 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)
  6. Person Account

    Person 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®.

  1. Lead Source

    A list's origin.
  2. Campaign

    Manage 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)
  3. List View

    Create a list view to see a specific set of contacts, documents, or other object records. ( Learn more)
  4. Tag

    Tags are words or short phrases that users associate to records to describe and organize data in a personalized way. ( Learn more)
  5. Report

    Reports 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 can assign a lead to an owner using custom values in the Field matching step of the bridge.
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?

Sure, if a lead already exists in your list but you wish to enter it again as a new lead with the same email simply allow LeadsBridge to create duplicates by flagging YES when you set the integration.

What does 'Use Sandbox' means?

If you use Salesforce® Test Environment, you should toggle this option to YES.

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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!