Connecting LeadGenius to Salesforce

Christine Espiritu
Christine Espiritu
  • Updated

How do I set up Salesforce Integration?

This article will show you how to connect Salesforce to your LeadGenius Dashboard

You can set up integration by following the steps below in Dashboard

  1. Click on Settings
  2. Click Integrations
  3. Click Connect under Salesforce

  4. You will now be redirected to the Salesforce login screen. Login using the person who has the correct permissions to import data.
  5. Once you're connected you will be directed to the settings under Configure Mapping.

  6. To complete the set up go to
    • General and set upĀ 
      • Lead source in Salesforce will be
      • New records will be pushed into
      • Lead source write-back rule is set to
    • Map Fields
      • Account - Map Account Fields
      • Contact - Map Contact Fields
      • Lead - Map Lead Fields

Follow this guide to map your Salesforce fields to LeadGenius Datapoints.