Salesforce integration allows you to share the valuable data you collect in Salesforce with other systems.
This feature helps to fetch the information from Salesforce and the pulled data will add into the LeadX database.
Welcome to your Salesforce Integration.
Only the Administrator Licence User can access Integrations.
To access Salesforce integration:
Log in as an Administrator
Select the > Administration Feature > Know More on Integrations
Select the Configure Now button on the Salesforce box.
Access and Set Up
You will now be taken through a quick 5 step integration process:
Advanced Salesforce Integration Information
Leads
LeadX > Salesforce (if configured) | Salesforce > LeadX (if configured) | |
Lead Created | A Lead is only recognised in Salesforce in Lead Stage. | All Leads created in Salesforce will show in LeadX |
Lead Deleted | ||
Lead Won | ||
Lead Lost | ||
Lead Transferred |