Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
How does this integration help?
LinkedFusion's Native Salesforce Integration enables you and your teammates to sync their prospect's information and activities to Salesforce. This integration creates a Contact automatically in Salesforce once they accept the invitation sent from your LinkedFusion Sequence. If you're having a conversation with them, then this integration also syncs the conversation to your Contact information and saves the conversation as Notes.
Detailed Video Tutorial to Set up the Native Integration
Step-by-step Instructions to Set up the Integration
Login to the LinkedFusion portal, and get to the Dashboard.
Open Salesforce settings under Integrations on the left-hand side of the LinkedFusion Dashboard.
Once inside the Salesforce integration settings, click on Connect to Salesforce Button. This is open a box, here log in with your Salesforce credentials. If your account is already connected, then simply click on Allow Button to connect your Salesforce with LinkedFusion.
Once Salesforce is connected with LinkedFusion, you can start by creating new sequences, and the integration will start syncing the prospect information to your Salesforce account.
If you need any assistance regarding this integration, you can email us at [email protected], or drop a message on the chat support to get immediate help.