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"
➡️ 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:
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. 👊