πŸ€— 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.

πŸ‘‰ Go to Settings

πŸ‘‰ then to Integrations

πŸ‘‰ And click on "Connect to Salesforce account" button.

It should look like the screenshot below:

πŸ‘‰ Popup will open to enter Username and Password (if not logged on SF on different browser tab),

πŸ‘‰ After Salesforce's authorization, you'll connect to it without additional login prompt.

lemlister tip πŸ’‘ 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.

πŸ‘‰ All list views that are created in Salesforce...

πŸ‘‰ ... and will be showed in lemlist as filter names when creating campaign with Salesforce way to add Buddies-to-Be.

πŸ‘‰ 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 πŸ’‘ You can add or remove fields in lead view if needed.

Next steps you'll take in lemlist are the same.

πŸ”Ή All activities from the lead are stored immediately as events inside corresponding lead in your Salesforce:

NOTES

πŸ“ 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...

πŸ“ Essentials edition doesn't support API access, so it likely won't work.

lemlister tip πŸ’‘ Also, Salesforce users need to be careful with different types of sharing, for their leadviews to be accessible by others.

πŸ’ͺ You're good to go my lemlister. Ready to take the best of both lemlist and Salesforce worlds. Isn't cool?

πŸ€— Also very cool: we still available on the chat to give you a hand if you need some other answers.

Enjoy,

❀️

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