The Salesforce integration allows you to keep prospects, leads, and contacts up-to-date. You can connect your Salesforce account from the Settings > Integrations.
Then you need to set up the following settings:
User mapping. Match prospects owners in Prospect.io with users in Salesforce if their emails are the same on both platforms.
Field mapping. Define how data matches between Prospect.io and Salesforce. Read more here.
Once the setup is done, you can choose between these 2 options:
1-way integration (Prospect.io > Salesforce)
Set up a workflow to create a new lead, contact, account, or opportunity in your Salesforce account. You can create a new workflow for the Salesforce integration, or add the Salesforce step to any existing workflow in your account.
Navigate to the Workflows page and create a new Workflow or open an existing one.
For a new workflow, configure the Enrollment Strategy.
Add a Salesforce step.
Choose the type of record you want to create (Lead, Contact, Account, Opportunity).
If such a record is already present in your Salesforce account, nothing happens.
2-way integration (Prospect.io < > Salesforce)
Read our article dedicated to the bi-directional sync and understand how to create prospects, contacts, and/or leads and update info both ways.