The Salesforce integration is a 1-way integration. You can choose to create a new lead in Salesforce based on events happening in Prospect.io.

You can connect your Salesforce account from Settings > Integrations > Applications.

Once the app is connected, you can create a workflow. The workflow contains 3 steps:

1. Choose a trigger: You can choose when you want to create a new lead. For example, you can ask Prospect.io to create new leads when a prospect replies or when you create a prospect.

2. Define a segment: Then you can define if the workflow should be applied to all prospects or to some prospects only (a segment).

3. Choose a destination: Using a trigger, workflows automatically complete an action in a destination app.

If the lead is already present in your Salesforce account, nothing happens.

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