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.
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.