The Salesforce integration with LeadPilot gives you the ability to customize how you manage contacts and companies. Here are step-by-step instructions for configuring it:

  1. Go to 'Profile' and then 'Integrations'. Here, select 'connect' next to Salesforce and follow the instructions. After being redirected back to LeadPilot, select 'Configure settings'.
  2. Choose whether LeadPilot should create new contacts and which tag they should have.
  3. Decide if you want to block all contacts from your Salesforce in LeadPilot. Note: Blocklists are synchronized every evening, not immediately.
  4. This is an important part where you define what constitutes a company and a contact in Salesforce. Map these attributes by selecting the Salesforce object and filling in the attribute mapping field. Remember that 'Accounts' and 'Contacts' might have different names in your setup.
  5. By clicking on the empty input fields to the left, you will see the options available to you.
  6. We need to know:
    - Which property the company name is
    - Which property the domain is
    - (optional) Which property the contact tag is

Configuration screen for Salesforce Company configuration

Now, do the same for contacts. See the example below.

Configuration screen for Salesforce Contact configuration

After assigning all necessary attributes, press 'Save'.

Tips for a smooth configuration:

  • Ensure you understand which attributes are relevant for your company in Salesforce before starting the configuration.
  • After mapping the attributes, review the settings to ensure everything is correct.
  • If you are unsure, consult a colleague who has experience with Salesforce integrations.

If you encounter any problems, do not hesitate to contact LeadPilot support via chat (in the platform) or email (support@leadpilot.com) for assistance.

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