Find Custom Data for Accounts or Contacts (Salesforce)

Christine Espiritu
Christine Espiritu
  • Updated


Adding Data To The Campaign Using the Extension


Now that the campaign has been created, let's look at adding enrichment data using the LeadGenius extension. For this example, we'll use Salesforce, though you can use other sources including LinkedIn and Outreach.


Navigate to the Account or Contact page you need to enrich and click on the bubble. Select the Find Custom Account Data stream to get started.

Salesforce account.gif


In the Stream Input pop-up, select the Rep Nomination campaign you created from the dropdown. Click on Run Stream to add the Account to the Dashboard for Enrichment.


Note: If you select Yes to add contacts, all contacts in that Account will be added to the Dashboard for enrichment


Salesforce Find custom data.gif


The added data is now ready for enrichment in the campaign's In Progress tab