Salesforce Integration

To connect to your Salesforce follow these steps:

  1. Click on the “Connectors” icon in the “Account and Settings” section of the left sidebar

  2. On the “Connectors” homepage, click on the pink “+” button to add a new connector

  3. From the drop-down, select "Salesforce"

  4. You will be redirected to the Salesforce login page. Enter your login email and password to allow our platform to authenticate and connect to your account.

  5. After authenticating Salesforce, you will be redirected back to the “Connectors” homepage. You should now see the card for the Salesforce connector enabled.
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