Skip to main content

Salesforce Integration

Salesforce Integration
Get to know LeadIQ's integration capabilities with Salesforce, learn how to save as a 'Lead' or 'Contact', set Default Values, and create custom mappings.
Transcript

Hi this is Ryan from the Product Team at LeadIQ. Today we're going to talk about our Salesforce integration. First you need to connect Salesforce from our web application. You can access this from the settings menu of our Chrome extensions.

Since my Salesforce is already connected, I'm offered the ability to configure it. There are myriad of customizations we allow for your Salesforce integration. LeadIQ automatically detects and prevents duplicate entries from being create in your Salesforce.

Prior to capturing within the extensions, you will see an indication when someone already exists in Salesforce with the cloud icon under their picture. From the integrations page you can click configure.

From here you can chose whether you'd like for LeadIQ to create leads as 'Contacts' or as 'Leads' in Salesforce. The basic distinction is that Contacts are associated with accounts, whereas Leads are not. If you choose to 'Save as contact', LeadIQ will create Accounts and associate them with the accounts based off the domain or website field in your Salesforce.

LeadIQ communicates with Salesforce using API calls. When you run out of API calls, apps will no longer be able to communicate with your Salesforce. Therefore it's important not to run out. We have a simple bar that allows for you to customize the percentage of your API calls that LeadIQ is able to access.

LeadIQ's Default Values allow you to make it so that certain fields will always have the same value when LeadIQ creates a Lead, Contact or Account within your Salesforce instance. A common use we suggest is to set it so that everything LeadIQ creates has the same lead source. This make it easy to run a report in Salesforce later and see ROI from using LeadIQ. LeadIQ automatically maps to most standard fields out of the box.

You can't see it on this page, but fields like First name, Last name, Email, and Company name are already mapped and don't need to be explicitly set here. However, if you would like certain data to be populated into any non standard fields in your Salesforce, you can set that here.

If you have any other questions about our Salesforce Integrations, please don't hesitate to reach out to support@leadiq.com