You can connect leads to Salesforce accounts or alternatively create new ones directly from the Leadfeeder interface.
What is Salesforce
Salesforce is a robust Customer Relationship Management (CRM) solution for any sized company. By integrating Salesforce with Leadfeeder, you can bring your CRM information into Leadfeeder and customize what data is sent from Leadfeeder to your CRM. All Salesforce editions are supported in this free integration.
How does it work
Once integrated, the data sync will look for any existing account or lead in your Salesforce instance and Leadfeeder and automatically connect the data. You can choose to automatically push the page visits to Salesforce, or turn this setting off and use it as a read-only integration.
For the company records that do not match an existing account, you have the option to manually or automatically create a new account or lead.
Benefits of integrating Salesforce and Leadfeeder
With the Salesforce integration your sales and marketing teams can gain greater insights between the two platforms.
From Leadfeeder to Salesforce, you can:
Automatically or manually push visit information from Leadfeeder to Salesforce
Create a new lead or account in Salesforce using Leadfeeder data
Create a new task or opportunity for any CRM record
Create a new deal in Salesforce
Create a new lead using Leadfeeder contacts
Filter on the integration to see what companies are not in your CRM, what sales rep owns an account/lead/opportunity, and more
Identify net new leads by filter the data to show all companies that are not in your CRM and are a part of your ideal customer profile
Filter on a specific salesperson’s owned opportunities/accounts or deals and be notified if that company hits your website
Divide up the traffic by territory and automatically assign those accounts to a specific salesperson in Salesforce
Add new leads to Salesforce from the Leadfeeder contact database
Automatically create new accounts in Salesforce from companies that hit high intent pages
What Our Customers are saying
When we identify a company as a hot lead, we immediately look them up on LinkedIn to try and determine who the decision-maker is. Then, we add them in Salesforce and approach them subtly, usually a week after they visited our website.