Salesforce
Connect LeadScale to Salesforce to deliver checked, approved lead data into your CRM, with routing and field mapping configured around your requirements.
The LeadScale Engine integrates with Salesforce to deliver leads and other records according to your instructions. LeadScale’s technical services team configures the connection, including destination routing, field mapping, processing rules and data formatting, so records arrive in Salesforce in the structure your teams need.
Control what reaches Salesforce
- Direction
- Into Salesforce, after the programme’s checks
- What syncs
- Leads and other records
Before delivery to Salesforce, leads can pass through the quality control checks you specify, including validation, duplicate checks and other programme rules. Only records that meet your requirements are sent to Salesforce. Records that do not qualify are handled according to your agreed rules rather than entering your CRM.
Salesforce delivery can be one step in a wider, multi-platform data orchestration workflow. The LeadScale Engine can process a record once and route the appropriate data to Salesforce and other destinations, each with its own delivery rules and field requirements.
Configuration, monitoring and support
- Tell us which Salesforce environment should receive the data, which fields to populate, how values should be formatted, and what routing or acceptance rules to apply.
- LeadScale’s technical services team configures and tests the integration around those instructions, including any other systems in the workflow.
- LeadScale supports the integration with audit logs and alerting for communication or delivery issues between systems.
- This gives your team visibility into data movement and helps identify issues that need attention.
See technical data services for more on configuration and ongoing support.
You define the outcome. We compose the journey.
Tell us how you want leads checked, formatted and delivered into Salesforce.
Or request a free audit of leads from a recent programme.