What does connecting to Salesforce do?
Pipeline
- Find pipeline opportunities from Closed/Lost and stalled deals or former champions who are at new qualified companies
- Pulls leads from Salesforce campaigns to automatically act on them via automated workflows
Filtering and Segmentation
- Filters out existing customers from automated outbound workflows
- Routes leads to the right rep according to account or contact owner
Analytics
Create or update Contacts and Leads, their Tasks and Fields based on their activity or your rep’s activity with them on LinkedIn
How do I get setup?
Go to Settings → Integrations → Salesforce
Click on Connect and follow the authorization flow. You will need login as a Salesforce Admin or a user with the required permissions.
Once connected, click on Configure next to Salesforce and configure field mappings.
Nothing will happen as soon as you connect Salesforce.
You need to setup Workflows to create contacts or turn on features under Leads → Revive Leads and Job Changes to analyze for pipeline opportunities.
Activity is added to the Activity section of each Contact as Tasks.
Security
See this doc on how your CRM data is handled.