Step 3 - Track status
For leads, Salesforce has the ‘Lead status’ field. In this step, you choose the field in Salesforce that will reflect the contact’s status.
Step 4 - Prospect's data
In this step, you can decide which contact fields in your Salesforce should be filled in with data from Growbots. There are 2 required fields: last name and company. Most probably, you’ll choose this setting for them:
Additionally, you can choose any other fields in your Salesforce to be filed with data from Growbots. In this case, the user chose to import the email_domain to be displayed in Salesforce as Website.
You can also type the word(s) you'd like to see as Salesforce fields manually:
For example if you want Salesforce field Source to be filled with "Growbots", simply type Growbots and click Add Value and green ADD button.
Step 5 - Company's data
Decide which account fields in your Salesforce should be filled in with data from Growbots. You need to choose at least one: account name. If your settings look like this:
Growbots will create new accounts in your Salesforce, and the account name will be the company domain, eg. when you generate prospects from XYZ, the account will be named xyz.com.
Step 6 - Contact Owners
Your organization may have more than 1 user in Growbots. In this section, you can decide whether to add Growbots users as contact owners in your Salesforce. Thanks to this, you’ll be able to determine which Growbots user generated which contact.
Step 7 - Track activity
In this step decide whether to track the emails you sent to prospects via Growbots and the replies you receive. Growbots can also move your tasks automatically to Salesforce. You will be able to choose which tasks or activities you’d like to see in your Salesforce in the Track activity step of integration:
Don’t worry, your Salesforce won’t get messy with all the tasks - you will see only the next closest task for each prospect. Bear in mind that this set up does not work backwards.
The events will be recorded in Salesforce as tasks within Activity section.
Step 8 - Confirmation
That’s the last step- you’ll see a confirmation whether the connection has been successful.