If you're using Salesforce, you can integrate your Salesbot account quickly and easily, syncing sales leads with your CRM.

First, head to the Settings page, located here: https://app.salesbot.io/settings/personal

Then, click the 'CRM Integration' option located at the left.

Choose Salesforce.

You should be automatically redirected to your Salesforce account, and you'll see a prompt requesting your authorization to link Salesbot with your Salesforce account.

Choose to allow the integration, and you're good to go.

When viewing the profile page for a sales lead or prospect, you'll see a button called 'Salesforce'. You can click this button to immediately export the prospect/lead directly to Salesforce as a lead.

Currently, the only information synced to your Salesforce leads from Salesbot are the following fields:

If you have not revealed the prospect's contact information BEFORE exporting to Salesforce, you'll need to do so under the 'More Actions' widget for this information to be exported.

Then, you can head to your Salesforce account, and should see the corresponding lead with the exported information.

While searching, you'll also see a corresponding icon next to each synced prospect/lead's name, represented by the small, blue Salesforce icon.

And, you'll see an icon near all your lead lists indicating they are linked to Salesforce.

Coming soon--Additional syncing and exporting options, including additional prospect/lead data fields, and more!