Salesforce integration setup

Hey there! 👋

Integrating Sales Engagement Tool with Salesforce keeps your CRM updated automatically—no manual logging, no switching between tools. Once connected, Sales Engagement Tool will create or update Salesforce Leads based on your outreach activity, so your sales data always reflects what’s happening in real time. ⚡

To set up the direct integration, you’ll need a Salesforce subscription that supports API access. API usage is available in Enterprise, Performance, Unlimited, and Developer Edition orgs, while Professional Edition can enable it as an add-on. Once that’s ready, follow the steps below to complete the setup.

Step 1: Log In to Salesforce

Start by logging into your Salesforce account. Keep this tab open—you’ll authorize the integration shortly.

Step 2: Open Sales Engagement Tool and Select the Team

In a separate tab, open Sales Engagement Tool and choose the team you want to connect with Salesforce. Since integrations are configured per team, this helps keep data separated when managing multiple clients or workspaces. 🧩

Step 3: Navigate to Team Integrations

Go to the Team Integrations tab, where you’ll see all available integrations. Find Salesforce and click Connect to begin.

Step 4: Select the Automations You Want to Install

Choose which automations you’d like to enable. If you’re unsure, you can enable them all and adjust later as your workflow evolves.

Here’s what each automation does:

• Create/update lead when they reply
  Automatically creates or updates a Salesforce Lead when a prospect responds, filling in details like the reply message, date, time, campaign name, and lead information. 💬

• Create/update lead when you send an email
  Logs outbound emails by creating or updating a Lead with campaign details and activity information.

• Create/update lead when you send a LinkedIn message
  Records LinkedIn conversations by updating or creating a Lead and adding message context. 📩

• Create/update lead when you send an invite
  Tracks connection requests and logs the action with campaign and lead details.

After selecting your automations, click Continue.

Step 5: Grant Access to Salesforce

Click Grant Access to authorize Sales Engagement Tool to connect with your Salesforce account securely. 🔐

 

Step 6: Configure the Connection

Name your connection, select Production under Environment, and click Continue. 

You’ll be prompted again to confirm access—click Grant Access, then Allow.

Step 7: Confirm the Connection

Once the connection is successful, click Continue to return to the setup screen with access granted. Click Continue again to proceed.

Step 8: Review Field Mapping

All fields are pre-mapped by default, so there’s nothing you need to configure here. Simply scroll down and click Continue. ✅

 

And voila! You have successfully set up the integration.

Step 9: Let the Automations Finish Installing

Give it a few moments while Sales Engagement Tool installs the automations you selected earlier. Once completed, you can toggle automations on or off depending on your needs. You can also use the History tab to review all triggered automations in one place. 📊

You’re All Set!

From now on, your selected automations will sync lead activity automatically, allowing you to focus on outreach while Salesforce stays fully updated behind the scenes. 🚀

If you need any assistance, our customer support team is always here to help!