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 in these articles Integrate Salesforce and Leadfeeder (Part 1 of 3),
Configure Your Leadfeeder Integration in Salesforce (Part 2 of 3), Setup Your Leadfeeder Integration in Leadfeeder (Part 3 of 3).
The lists below give the data points that you have available for these customizations and syncs but make sure to go through the other resources to get a full view of this powerful integration!
Please remember that you can send visits from Leadfeeder leads to your Salesforce synced entities even without creating new entities in Salesforce from Leadfeeder leads. Just switched on "Send visits to Salesforce for automatically connected leads".
NOTE: If you have some data points already in Salesforce, Leadfeeder won't override those fields with its own data except when it comes to fields Leadfeeder Link and Latest Website Visit. Leadfeeder syncs data from your Salesforce CRM once a day.
We can send the following elements to Salesforce:
Latest Leadfeeder visit
View in Leadfeeder link
Link to Leadfeeder
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 Status
Default Task Priority
Default Opportunity Pipeline/Stage
Default Opportunity Name
Default Lead First Name
Default Lead Last Name
Fields that are available to be set when creating a Leadfeeder lead as a Salesforce account:
Number of employees
Fields that are available to be set when creating a Leadfeeder lead as a Salesforce lead:
Number of Employees
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.
These are the records that are allowed to be synced between Salesforce and Leadfeeder. Tasks are dependent on leads and opportunities.
Automate leads matching with CRM
Leads creation in Salesforce can be automated by using the feed automation. A number of configuration options are available to adapt them based on your business requirements.
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
Create a New account
Connect as a Lead
Connect to an existing Lead
Company or Person Name
Create a New Lead
Lead Contact Name
Lead Contact Title
Lead Contact Email
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:
NOTE: Leadfeeder contacts are NOT sent to Salesforce. For more information please visit here.