Salesforce integration is available for Leadfeeder Premium and Trial users.
All Salesforce editions are supported: Unlimited, Enterprise, Professional and Group.
For the Group Edition it is necessary to configure your Salesforce before you begin using the integration. You can find the configuration steps for your Salesforce interface at the end of this article.
Here's how to integrate:
Step 1: Make sure you're logged into Leadfeeder: app.leadfeeder.com
Step 2: Go to https://integrations.leadfeeder.com.
Step 3: Follow the instructions on the screen.
When installing the Leadfeeder integration package in Step 3 above, make sure Install for All Users or Install for Specific Profiles.
This option determines who within your organization is allowed to see the Leadfeeder visit details that we sync into your Salesforce.
Congratulations! You have successfully installed Leadfeeder in your Salesforce organization.
Mandatory step for Group Edition: configure your Salesforce organizations:
Once you have installed the Leadfeeder package and authorized Leadfeeder, follow these instructions to configure your Salesforce organizations (mandatory for Group Edition):
After your organizations are configured, you can start using the integration in Leadfeeder to send leads to Salesforce: How to send leads from Leadfeeder to Salesforce