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Salesforce integration: Importing Leads from Salesforce to lemlist
Salesforce integration: Importing Leads from Salesforce to lemlist

Step-by-step guide to importing your leads from Salesforce to lemlist!

Updated over a week ago

Heey lemlister! 👋

Ready to connect Salesforce and lemlist? Let's get started!

How to connect Salesforce with lemlist?

1️⃣ First, you need to connect to Salesforce.

➡️ Go to "Settings"

➡️ Then to "Integrations"
⬇️ Scroll down

➡️ And click on the "Connect" Salesforce button.

It should look like the screenshot below:

➡️ A popup will appear where you can input your username and password. (if not already logged into Salesforce in a separate browser tab)

➡️ After Salesforce's authorisation, you will be able to connect to it without an additional login prompt.

lemlister tip 💡

Working with Salesforce is easy.

You'll just have to select your leads with the creation of LeadViews.

Then just add filters to it, to be able find the right lead selection.

➡️ All list views that are created in Salesforce:

➡️ ...and they will be shown in lemlist as filter names when creating a campaign with Salesforce in order to add leads.

➡️ Then, select filter LeadView and click on next leads. They will be populated from Salesforce and will be the same set of leads with the same properties as those shown in your specific Salesforce lead view.

2️⃣ All activities from the lead are stored immediately as Events inside the corresponding lead in your Salesforce:


  • Please bear in mind, the same filter for different Salesforce users can produce different sets of leads. As an example, if the first user creates a filter using "My leads" and shares it like that, other users will receive a completely different leads set, filtered by their "My leads" filter...

  • The essentials edition doesn't support API access, so it likely won't work.

  • Salesforce's users need to be careful with different types of sharing, for their lead views to be accessible by others or you won't be able to find them in lemlist.

  • When importing from a Report Salesforce view - to be able to import leads without issues in your campaign, you must have the following default Salesforce fields added in the view:

    • Lead ID or Contact ID

    • Email (not another custom one)

You can also read our full blog article about Salesforce here.

Interested in learning about our other integrations? Check out these articles on our integrations and extensions page:

You're good to go my lemlister. Ready to take the best of both lemlist and Salesforce world. 👊

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