🤗 Hey my socialized lemlister!
I'm told you're ready to connect your Salesforce to your lemlist account. And, OF COURSE, I'll show you how:
How to connect Salesforce with lemlist?
1️⃣ First, we need to integrate / connect to Salesforce.
👉 Go to Settings
👉 then to Integrations
👉 And click on "Connect to Salesforce account" button.
It should look like the screenshot below:
👉 Popup will open to enter Username and Password (if not logged on SF on different browser tab),
👉 After Salesforce's authorization, you'll connect to it without additional login prompt.
lemlister tip 💡 Working with Salesforce is easy.
You'll just have to select your leads with creation of LeadViews.
Then just had add filters to it to find the right leads' selection.
👉 All list views that are created in Salesforce...
👉 ... and will be showed in lemlist as filter names when creating campaign with Salesforce way to add Buddies-to-Be.
👉 Then, select filter (lead view) and click on next leads/buddies-to-be. They will be populated from Salesforce and will be the same set of leads with the same properties than these showed in your specific Salesforce's lead view.
lemlister tip 💡 You can add or remove fields in lead view if needed.
Next steps you'll take in lemlist are the same.
🔹 All activities from the lead are stored immediately as events inside corresponding lead in your Salesforce:
📝 Please bear in mind that same filter for different Salesforce users can produce different set of leads. As an example, if first user creates a filter using "My leads" and share it like that, other users will receive completely different leads set, filtered by his/her "My leads" filter...
📝 Essentials edition doesn't support API access, so it likely won't work.
lemlister tip 💡 Also, Salesforce users need to be careful with different types of sharing, for their leadviews to be accessible by others.
💪 You're good to go my lemlister. Ready to take the best of both lemlist and Salesforce worlds. Isn't cool?
🤗 Also very cool: we still available on the chat to give you a hand if you need some other answers.