Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer service, and more. Now it is possible to integrate Salesforce with Salesforge. Streamline your lead management, enhance field mapping, and ensure seamless synchronisation between the two platforms.

Here’s what you can look forward to:

Secure OAuth 2.0 Authentication:
Connecting your Salesforce account to Salesforge is secure and hassle-free. No more dealing with complex configurations—log in, authorize, and you’re ready to go!

Effortless Lead Importing:
Bring your Salesforce leads directly into Salesforge in just a few clicks. Simplify lead management and focus on building relationships with Salesforge, not juggling tools.

Flexible Custom Field Mapping:

Built-in Field Mapping: Easily map Salesforce fields to Salesforge’s built-in fields for a seamless data transfer experience.
Custom Variable Mapping: Need something tailored? Map Salesforce fields to Salesforge custom variables to match your unique business needs.
Modify Field Values: Fine-tune field values during the import process to ensure your data is perfect from the get-go.

Dynamic Lead Status Update:
Keep your Salesforce Lead Statuses and Salesforge Primebox labels perfectly updated! With custom mappings, you can:

Automatically update Lead Statuses in Salesforce when a thread in Salesforge changes its label.
Ensure alignment between your email workflows and CRM stages.

This powerful integration bridges the gap between your sales activities and lead tracking, making it easier to manage workflows and drive results.

How to connect:

Go to Salesforge.ai, login to your account and go to Settings > Integration

Here you will see Salesforce as an option, click on Connect App button, you will be redirected to Salesforce, where it will ask you to login if you are not logged in already

Once you login here, Salesforce will be successfully connected to Salesforge, now you need to sync primebox labels, choose what the lead status should be changed to in Salesforce whenever a label is given in primebox (Salesforge) and click Save changes & Close

After this, whenever you get an reply in Primebox and you label the reply, it will change the lead status automatically in Salesforce.

Importing Leads from Salesforce to Salesforge:

Leads needs to be imported directly from Salesforce itself to Salesforce for this integration to work.

For importing leads, go to contacts tab in Salesforge, and click on Add contacts button

Choose Saleforce from the options, it will ask you to Connect App if it is already not connected

After choosing Salesforce, select Salesforce Campaign to import contacts from

Add a tag for all contacts to import

Map all fields from Salesforce to Salesforge. Add Custom variables mapping if desired

Scroll down to “Preview & Edit” section and make edits to the leads data if desired.

Click “Confirm and import” to proceed.