Integrating with Salesforce

LeadIQ_Banner_Transparent.png

Step 1: Log into "https://account.leadiq.com" and in the lower-left corner menu click Integrations.
Screen_Shot_2020-04-22_at_12.11.26_PM.png

Step 2: Click Connect on the Salesforce integration.
Screen_Shot_2020-04-22_at_12.13.04_PM.png

Step 3: Once it's connected, open the Extension in the top right corner.
Screen_Shot_2020-04-22_at_12.14.17_PM.png

Step 4: Click the Settings gear icon at the top of the Extension window. Then check the box next to Salesforce under "Integrations to Save To".
Screen_Shot_2020-04-22_at_12.16.21_PM.png

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.
Screen_Shot_2020-04-22_at_12.20.10_PM.png

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.

Previous
Next
360047276233

Was this article helpful?

1 out of 2 found this helpful