What information can be sent to Salesforce if I integrate?

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.

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:

• Send leads to Salesforce with Automation

• 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)