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.

  1. Navigate to the Workflows page and create a new Workflow or open an existing one.

  2. For a new workflow, configure the Enrollment Strategy: manual or automatic.

  3. Add a Salesforce step.

  4. 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.

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