When you integrate Salesforce with Leadfeeder you have a number of different options regarding default fields and customizations for your Salesforce instance. Detailed instructions on how to set up your integration are available here. Instructions on configuring your Classic Salesforce UI can be found here, and Lighting UI here.
The lists below give the data points that you have available for these customizations and syncs but be sure to go through the other resources to get a full view of this powerful integration!
We can send the following elements to Salesforce:
- Latest Leadfeeder visit
- View in Leadfeeder link
- Link to Leadfeeder
- Organization Name
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Customization available in the main integration settings:
Send visits (including page-views) for Manually Connected leads
Send visits (including page-views) for Automatically Connected leads
Send lead Comments
Default Task Priority
Default Opportunity Name
Default Lead First Name
Default Lead Last Name
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Fields that are available to be set when creating/connecting a lead:
Country
City
State
Industry
Number of Employees
Definable Mandatory Custom Fields
NOTE: Website URL, number of employees, industry, account source and description of the company will not always be sent, you may see it for Leads where the information was available in the past from LinkedIn, however it is not available for all Leads.
Syncable entities:
Theses are the records that are allowed to be synced between Salesforce and Leadfeeder. Tasks are dependent on leads and opportunities.
- Contacts
- Tasks
- Opportunities
- Leads
Automations:
When setting up feed automations that send the leads to Salesforce you have the ability to configure them. The fields below are the options available to send to Salesforce.
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When sending as Account:
Account Owner
Create Opportunity
Owner
Name
Days to set closing date
Stage
Create Task
Owner
Subject
Days to set due date
Priority
Status -
When sending as a Lead:
Account Owner
Lead Contact Name
Create Task
Owner
Subject
Days to set due date
Priority
Status
Manual connections: When connecting a lead manually to send to Salesforce you have the ability to configure them. The fields below are the options available to send to Salesforce.
- Connect as an Account
Connect to an existing account
Company Name
Create a New account
Owner
Name - Connect as a Lead
Connect to an existing Lead
Company or Person Name
Create a New Lead
Owner
Organization
Contact details
- New visits are sent (including page-views) automatically
- Send existing visits (including page-views)
- Send existing Leadfeeder lead comments as a note to Salesforce
NOTE: If a Leadfeeder lead is connected with as an Account as well as a Lead, we only update the visits to the Salesforce account only.
Once leads are connected you have the ability to create and send:
- Tasks
Owner
Status
Priority
Due date - Opportunities
Owner
Status
Closing Date
NOTE: Leadfeeder contacts are NOT sent to Salesforce. For more information please visit here.
Related:
Send leads to Salesforce with Automation
Integrate Salesforce with Leadfeeder