How does the Salesforce integration work?

Last updated about 8 years ago

You can setup an integration with Salesforce by clicking the profile settings dropdown in the top right corner, and then “Integrations” option.
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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).
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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:
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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).

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