In this article we will explain how to connect your Salesforce CRM directly with your EasyLeadz account.
How it can help you?
You can directly push all your contacts fetched through Mr. E contact finder chrome extension directly to your Salesforce CRM. No more manual data entry in your CRM. (LIVE)
Auto enrich missing contact data in your inbound leads, in your Salesforce CRM. (To be released)
Auto update all your historic records in Salesforce CRM and get notified on key changes like Job Changes, Company Changes, Employee Growth in your prospects. (To be released)
How to connect your Salesforce CRM with EasyLeadz?
In order to connect your Salesforce CRM with EasyLeadz, follow below steps:
Go to your EasyLeadz dashboard through this link.
On left side menu, you will see the option that says "CRM Enrichment" click on it.
There you will see Salesforce listed. Click connect button under Salesforce.
It will take you to Salesforce Login Page, enter your salesforce login credentials to complete outh verification.
Once connected it will show a confirmation screen. That's it.
All your contacts that you fetch from Mr. E chrome extension will start reflecting in your Salesforce CRM one by one.
Note: The contacts will go to your Salesforce, in real-time and only the ones that are fetched after the connection is complete, historic data that you already have in your EasyLeadz account will no go to your Salesforce CRM.