The Salesforce integration allows you to keep prospects, leads, and contacts up-to-date. You can connect your Salesforce account from the settings.
Once the app is connected, you have 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. Read more details below.
2-way integration (Prospect.io < > Salesforce): enable the bi-directional sync to create prospects, contacts, and/or leads and update info both ways.
1-way integration
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: manual or automatic.
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
Read our article dedicated to the bi-directional sync and understand how to create prospects, contacts, and/or leads and update info both ways.