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, or use this link: https://app.salesbot.io/settings/integration

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.

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.

To set up lead mapping for specific fields, head to the 'Lead Mapping' section. You'll see a column on the left for the Salesbot fields, and a column on the right for the associated, standard Salesforce fields (note if you have custom fields setup in your lead object, you may see different options).

You can use the pull down menus for the associated Salesforce fields to configure the associated field mappings. For example, the 'First Name' for a lead in Salesbot is configured to map to the 'FirstName' field in Salesforce. Also note that any fields with an asterisk, currently LastName and Company, are required fields and must be set.

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.

Once linked to Salesforce, your leads will automatically be synced and kept up to date.

If you have leads already in Salesforce, and you'd like to filter your Salesbot searches to show or hide any current Salesforce leads, there's a filter option on the search page. Just choose Filters, then select to show or hide Salesforce leads. We match leads in Salesforce to a Salesbot prospect by name, company, email address or location. Use the filter option to hide any leads that you might already have in your Salesforce account (note that this does NOT match on contacts, only leads).

Note: Salesbot currently doesn't support exporting leads into a contact object in SF, or mapping additional data fields, or syncing data from SF->Salesbot, but it's currently in development!