Integrating with Salesforce

Step 1: Login to www.leadiq.com and click Settings. Then select Integrations and click Connect under Salesforce. 

Step 2: Select one of the following options and click Connect. Login with your Salesforce credentials. 

Step 3: Once it's connected, open the Extension in the top right corner. Click the Settings icon (3 lines) at the top of the Extension window and select Prospector Settings. Then check the box next to Salesforce under "Integrations to Save To".

Step 5: Back on the front of the app, you should now see the Salesforce cloud icon under "Saving To", confirming you have it set up correctly.

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