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Setting Up LeadIQ Salesforce Integration

Setting Up Salesforce Integration

So you’re considering speeding up your reps' workflow with LeadIQ Prospector but are wondering what it takes to integrate with Salesforce. Let’s take a quick look at everything that’ll happen when the green light is lit. 

Setting up the integration typically takes a 30-minute call with one of our Solutions Consultants or Implementation Specialists. We might go over a few things such as:

  • Do you want to save prospects as a lead, a contact, or be prompted to choose?
  • Will you allow users to create new accounts in Salesforce automatically if there isn’t one?
  • Would you like to add a picklist value to attribute LeadIQ as the lead source?

Aside from mapping a few fields, configuration is pretty much complete out of the box. It is important to note that LeadIQ Prospector only saves field layout metadata for UI and UX purposes, it will never store or cache any of your system’s customer or prospect data. Users are not given access to anything they can’t already do in Salesforce and everything is done via a secure OAuth2.0 connection.

As an added benefit, none of this requires the involvement of a Salesforce Admin to set up.

The last step is for users on your team to go to their LeadIQ Dashboard integrations page and click “connect” to begin using the LeadIQ Extension. 

If you’re worried that data will get out of sync with your engagement and CRM systems or that your source of truth might not have all the prospect data your team’s gaining with LeadIQ, we also include governance features requiring users to connect the Salesforce integration before using the tool.

I hope this has provided valuable insight into the process of integrating LeadIQ Prospector with Salesforce and if you have any additional questions feel free to reach out to our team at support@leadiq.com. Thanks!