Salesforce is the leading CRM solution. Step up your lead management process by connect Ohmylead with your Salesforce account. And decide then to send only the most qualified and verified leads to your sales team.

Connect your Salesforce account 

Step 1. Click on CRM on the left menu

Step 2. Click connect on the Salesforce card

Step 3. Enter your Salesforce account credential and authorise Ohmylead to have access on this account (manage leads...). Be careful, for getting this integration done you should have an unlimited or professional account. Read this article to get more informations.

For your information, your leads and every details in your Salesforce account will stay private. We can't manage or change your workflow

Automate your workflow between Ohmylead & Salesforce  

Step 4. Click on "settings" and then "sync leads"

Step 5. Choose for which lead status you will send automatically your leads and choose in front the pipeline and the stage where this lead should go

Did this answer your question?