How it works:
- Go to the Integrations tab and choose "Salesforce". After that, you will have to enter your credentials
- You can pause active integration or delete it
Mapping:
Contact data will be sent to Salesforce according to the mapped fields.
You need to map the "Closely" field to the corresponding field in Salesforce. All values from Salesforce will be displayed in this field.
Add custom value - the ability to add a hardcoded value and this value will be transferred to the mapped field in Salesforce. For example, if you add "Closely" as a custom value in the "Closely" field, then select "Source" in the Salesforce field, and "Closely" will be transmitted as the value in the Source field.
You can include an unlimited number of custom values.
Sending contacts to Salesforce
1. On the flow of creating a campaign
When creating a campaign, at the final stage of the process, you'll have sync options. They allow you to send contacts to Salesforce based on different criteria. You have three options to choose from:
Sync All Contacts: This option will send all contacts in the campaign to Salesforce as soon as the campaign becomes active.
Sync Only Those Who Accepted the Request: This option will send only those contacts who have accepted the connection to Salesforce.
Sync Only Those Who Answered: This option will send only those contacts who have responded with a message to Salesforce.
2. Manually syncing the contacts
You can manually sync the contacts from the following tabs: My Network, Inbox, and Lead Finder. You can also sync the contacts directly via our extension - Closely Surfer
You can sync the contacts one by one or in bulk by previously selecting the leads and clicking on the "Add to CRM" button
3. Creating a deal for the contact
You can create a deal for the contact from the Inbox tab or via Closely Surfer
To create a deal, you need to click on the "Create a deal" button. After that, you can choose the name, pipeline, and stage for the lead
Sending messages to Salesforce
You can sync both LinkedIn messages and emails to salesforce. You can select the syncing on the last of creating the campaign
However, syncing messages and emails depends on the settings for syncing the contacts. If at the last step of creating a campaign, you selected:
Sync All Contacts - we sync all outgoing and incoming messages/emails from the start of the campaign
Sync Only Those Who Accepted the Request - we sync all outgoing and incoming messages/ emails from the start of the campaign
Sync Only Those Who Answered - we sync all outgoing and incoming messages/emails from the start of the campaign
Please note: for the messages/emails, we display the date/time of sending/receiving the message, not the date/time of sync in Salesforce