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
  • 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
  • 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.

  • 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


Did this answer your question?