How to setup Salesforce Integration
How to connect Letterdrop to your Salesforce CRM
What does it do?
- Pulls in data on Deals to track revenue attribution of web and LinkedIn lead activity.
- Updates and creates Contacts in Salesforce with LinkedIn activity from across your team and company page
Why use it?
- To better understand the impact of your LinkedIn efforts and track touch points back to pipeline and revenue.
- To find warm leads that are worth reaching out that are aware of your company and people.
- To find potential ways to multithread into an organization by seeing which contacts are aware of your company and people.
How do I get setup?
Go to Settings → Integrations → Salesforce
Click on Connect and follow the authorization flow. You will need to be a Salesforce Admin.
Once connected, click on Configure next to Salesforce.
You will be able to configure both Opportunities and Contacts.
Under Opportunities, you can:
- set the pipelines to use for revenue attribution
- map fields for Closed/Won and Closed/Lost deals
Under Contacts, you can:
- map LinkedIn activity fields to Salesforce Contact properties
- turn on/off the toggle to push contacts into Salesforce
Letterdrop will create and update Contact and Companies in Salesforce according to the property mapping above. It decides whether to create a new Contact or update one using the individual’s LinkedIn URL. If the LinkedIn URL doesn’t exist, it will look up the name and company to decide whether to update or create.
LinkedIn activity is added to the Activity section of each Contact.
Security
See this article on how your CRM data is handled.