Connecting Salesforce

In the dashboard, go to settings, then Integrations. Navigate to the CRM section. Select Salesforce from the drop down.

Click Connect.

You'll be redirected to Salesforce where you will complete the 0Auth process for the integration.

After, return to the Integrations page to confirm a successful integration.​

For Salesforce, no further action is needed.

Connecting Salesforce in the Integrations page will not write any data to your Salesforce instance. It will only read data.

To write data, you must setup a workflow.