Inbound Leads has been designed and developed to fetch new records (Contacts or Leads) directly from Salesforce and display them on the ConnectLeader portal for execution.
Currently, this feature has been integrated only with Salesforce. Please reach out to ConnectLeader Support for more information.
Your Administrator/Manager will need to complete the required steps in the ConnectLeader Settings » Inbound Leads tab in order to import the records from your Salesforce CRM.
Below you can find the advantages of Inbound Leads:
- Easy to set up the requirements to import records.
- Mutual Synchronization with Salesforce.
- No manual intervention to upload records from Salesforce.
Please contact ConnectLeader Support for any questions at firstname.lastname@example.org or 603-952-2505.