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 be sure to go through the other resources to get a full view of this powerful integration!

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

  • 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

    • Email

    • Title

    • Industry

    • 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.

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

        • 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:

  • 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:

Did this answer your question?