Choosing to Save as Lead or Contact in Salesforce

This article shows you how to choose between saving as a lead or contact to Salesforce. 

Step 1: Open the Salesforce Integration Configuration. 

Step 2: Under the General tab, select either Apply to All Groups or choose a specific Group to edit. 

Each Group can be set to Save as Contact, Save as Lead, or Don't Manage. 

Step 3: Your selection will be saved automatically. Click Resync Team to cascade the settings to the entire team.

If you have any questions about our Salesforce integration, you can reach out to the Support Team by clicking Submit a Request at the top right of this page.