Slintel’s Salesforce integration enables you to quickly transfer leads, contacts, and accounts from your Slintel dashboard to the popular CRM software. Let's see how you can connect your Salesforce account to Slintel.
The first step is to authorize Slintel to use your Salesforce account. Here are the steps you should follow:
Log in to your Slintel account.
Go to Settings and click on the Integration tab. Then, click on the Integrate button next to Salesforce.
This will take you to the Salesforce Integration tab. Clicking on the Connect button will open the Salesforce login page and prompt you to enter your credentials unless you’re logged into Salesforce or have it open in another tab already.
- If the login page opens up, enter your credentials and click on the login button. This will authorize Slintel's request to connect with your Salesforce account.
- For a successful Salesforce integration, you need to install 1 of the 2 packages below:
Mandatory Fields Package - This creates 3 custom fields that are mandatory for integration of Slintel and Salesforce
Slintel Lead ID
Slintel Account ID
Slintel Contact ID
All Slintel Custom Fields Package - This creates custom fields for all attributes available on Slintel along with the mandatory fields above.
The packages need to be installed for all users who will connect Salesforce to Slintel. We recommend that you give access to all users because giving access to another set of users in a later time is a cumbersome process.
Can’t choose? Let us help you select:
You should choose the Mandatory Fields Package if you only need specific attributes (eg. technology, phone, email, title, and more) in your Salesforce account which can be created manually.
However, if you don’t want to create custom fields manually for your Slintel fields, you can install the All Slintel Custom Fields Package. This will create custom fields in Salesforce for all attributes from Slintel.
6. Once you have downloaded the package of your choice, you have to click on “Validate” to help us confirm whether the fields have been successfully installed on your Salesforce instances.
And you're connected!