If you are using Salesforce CRM, we will show you how to connect your Salesforce account and start importing directly from Selling.com.
Let's review this step-by-step!
First, navigate to the Account Settings icon and hit Settings.
Open the Integrations tab to see connection options. The icons that are not yet connected CRMs will be grey.
Click on the Salesforce icon to start the Integration. Unless you are currently logged in, you will be prompted to enter your credentials.
If necessary, verify your identity. Hit the "Log in" button to proceed with the Authorization.
You will be asked if you wish to grant access to your Salesforce data. Hit Allow to finalise the Integration.
Upon successful Integration, you will see a success message, and the Salesforce logo will turn blue.
That's it!
Now, if you wish to import your search results to Salesforce, you can simply hit the "Export" button and select Salesforce from the drop-down.
To integrate with Salesforce we use API.
Access to API comes with the following editions of Salesforce:
Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
Reach out to your CSM if you have any questions via email or through the in app chat service.