Once you've successfully integrated Leadfeeder to your Salesforce and you have configured your Salesforce view (Classic UI or Lightning UI) you can connect leads to Salesforce leads, accounts & opportunities. These can already exist in Salesforce or you can create new ones directly from the Leadfeeder UI.

Connect a lead to Salesforce

  • ┬áTake an interesting lead from Leadfeeder to Salesforce by clicking on "Connect as...".
  • First, you need to choose if you want to include existing visits from that lead in your Salesforce's account/lead (they'll show up in the section called "Leadfeeder visits"). Alternatively, you can select the integration to send only future visits of that Leadfeeder lead to Salesforce.

Once you've done that you can either:

a) Create a new account/lead, or
b) Connect to an existing account/lead in Salesforce.

3) After connecting a lead with Salesforce, visits will appear like in the screenshot below (please note that with the Lightning UI it will look a bit different).

4) By clicking on an individual visit more details will open up:

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