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How to connect Salesforce® with LeadsBridge

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Integrate Salesforce® with LeadsBridge

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

With Salesforce® REST API 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. Select the entity concept you'd like to use (ex Lead, Contact, Case, Opportunity, Account, Person Account)
  8. Select the segmentation concept you'd like to use (ex Campaign, Lead Source, List View, Report)
  10. Click on the Authorize button
  11. A Salesforce®'s wizard will popup
  12. Enter your credentials and grant the access to LeadsBridge
  13. Head back to LeadsBridge and click on the Finish button

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. 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)

  2. Lead Source

    A list's origin.

  3. List View

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

  4. Report

    Report Builder is a drag-and-drop tool for accessing your data quickly and comprehensively. Use it to set up new reports and edit existing ones. ( 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.

Could I have more Salesforce integrations of the same account in one or more LeadsBridge accounts?

Yes, you could create and use more than one Salesforce integration of the same account.
Anyway, there is a limit of max 5 integrations due to max Salesforce connected apps in a single account as explained in the external link. ( Read from Salesforce® docs)

When used as a Destination, does this integration update the records received?

Yes, the integration will update the record if it already exists, with the exception of the already converted leads.

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!