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:

  1. Log in to your Slintel account.

  2. Go to Settings and click on the Integration tab. Then, click on the Integrate button next to Salesforce.


3. This will take you to the Salesforce Integration tab. Clicking on the Integrate 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. Enter your credentials to move to the next step. 


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. 


4. To connect your Salesforce account to Slintel, you'll need to install either one of the packages mentioned below. 

  • Mandatory Fields Package - This creates 3 custom fields that are mandatory for the 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.


Keep in mind that you'll need either one of these packages installed on your Salesforce instance so that Slintel can create either some mandatory custom fields or transfer all your existing fields to Salesforce.  


Can’t choose? Let us help you select which package to install:

  1. Choose the Mandatory Fields Package if you only need some specific attributes, like technology, phone number, email, title, in your Salesforce account that can be created manually by you. This package will install 3 mandatory fields (mentioned above), and the rest is up to you to pick and choose from the data available a

  2. If you don’t want to create custom fields manually for all your Slintel fields, you can install the All Slintel Custom Fields Package. This will create custom fields in Salesforce for all attributes from Slintel, so that you don't need to create anything manually in your Salesforce instance.


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!


Next Step: Configure.