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Rakshit Mudgal
Rakshit Mudgal

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How Salesforce CRM integration helps companies develop more leads

Salesforce is surely an incredible tool for generating more leads, but its integration with other similar tools will offer you a revolutionary change by closing more businesses and improving the productivity of your business.

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Salesforce is considered the best cloud-based customer relationship management tool that helps companies build a great reputation in the market. However, Salesforce CRM integration is a process that needs to be done correctly and efficiently if you want to get the most out of it. There are several tools that help you integrate your system with Salesforce, and Unbounce is surely one of them.

With the help of Unbounce, one can easily integrate with Salesforce and provide access to this popular tool as third party integration. By connecting your Unbounce and Salesforce accounts, you will be able to capture more and more leads and effectively manage your customers. This is done by creating forms on their landing pages that push leads to the Salesforce dashboard and A / B test pages, which is quite impressive.

How do I integrate Salesforce with Unbounce?
Integrating Salesforce with Unbounce is pretty straightforward. All you have to do is follow these simple steps and you're done. But first, you must have a Unbounce account with a professional subscription and a Salesforce account with access to the Web Services API, as well as object leverage permission to read, create and edit leads and leverage. field security to read, edit and create lead fields and finally a Cancel home page with email address, company and name.

The process:

  1. Log in to your Unbounce account and navigate to the Salesforce page you want to integrate.

  2. Now log in to your Salesforce account and grant Unbounce access to send lead information by clicking "Authorize"

  3. Wait for Unbounce and Salesforce to authenticate.

  4. When complete, the page will successfully integrate with Salesforce. The blue check mark indicates that new leads will be sent to Salesforce.

You can insert as many landing pages as you like to send more leads to your Salesforce. Just follow these steps again and if you have a problem, contact your customer service.

Benefits of Salesforce CRM integration:

The Salesforce integration has several advantages, namely:

  1. Capture more leads from landing pages

  2. Transfer campaign leads directly to your reps

  3. Its cloud-based function allows you to access everything you need at your fingertips

  4. Easy customer management and close as many offers as possible to grow your business.

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