NOTE: Salesforce connects to Growbots through the REST API, available in Salesforce Enterprise and Unlimited plans and available on request in Professional plan.
Thanks to the integration with Salesforce you can export prospects from Growbots to Salesforce and track both in & out email activity on the created contact/lead profiles. Also, to avoid duplicating your existing contacts Growbots can exclude your organization’s contacts/leads in Salesforce from being generated in Growbots. The synchronization works both ways, it means that some actions in your Salesforce can change the prospects’ status in Growbots.
To connect your Salesforce, go to the Settings tab; and then click on Integrations.
Then click on the Salesforce icon, log into Salesforce and grant the necessary privileges by clicking Allow. After that, you’ll be moved to the settings of the integration (which can be edited later). The settings consist of several steps (the number of steps may vary depending on the options you choose) and it allows you to suit the integration to your needs.
Step 1 - Deduplication
Decide whether Growbots should exclude the leads/contacts from your campaigns. The exclusion takes into account prospects’ email addresses. After choosing this option, the leads/contacts that are already in your Salesforce won’t be generated in the Growbots app.
In this step, you can also upload a Do Not Contact list. It should be a CSV file with a list of domains of the companies you don’t want to generate in Growbots. Check this article to see more details.
Step 2 - Upload prospects
In this step, you can choose whether the prospects accepted in Growbots should be created in your Salesforce as new leads or contacts or if you don’t want to import them to Salesforce at all.
If you choose contacts, click yes below if you’d like Growbots to create new accounts and assign the new contacts to the accounts that already exist in your Salesforce.
Choose no if you want to create new contacts that will not be assigned to any account and no new accounts will be created.
NOTE: the settings of the Salesforce integration vary depend on the choice you made in the 2nd step. Click on the option you choose to see the next part of the article which will lead you, step-by-step, through the next parts of Salesforce integration.