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