Using the Salesforce Integration

Setting Up the Integration

1. Access the Integration

   • Navigate to the Integrations section in LeadMagic

   • Select "Salesforce" from the available integrations

2. Connect Your Salesforce Account

   • Click "Connect to Salesforce"

   • Log in with your Salesforce credentials

   • Authorize LeadMagic to access your Salesforce data

Enriching Salesforce Data

1. Select Enrichment Tool

   • Choose which LeadMagic enrichment tool you want to use:

     • Email Finder

     • Mobile Finder

     • Profile Search

     • Email Validation

     • Other available tools

2. Choose Data Type

   • Select whether to enrich Leads or Contacts

   • Optionally filter by views, lists, or custom criteria

3. Map Required Fields

   • Connect Salesforce fields to LeadMagic fields

   • Ensure required fields for your chosen enrichment are mapped

   • Select which Salesforce fields should be updated with enriched data

4. Start Enrichment Process

   • Review credit usage estimate

   • Click "Enrich" to begin the process

   • Monitor progress in the integration dashboard

Benefits of Direct Salesforce Enrichment

• Efficiency: Enrich data directly within Salesforce without export/import steps

• Real-time Updates: Enriched data appears immediately in your Salesforce instance

• Selective Processing: Choose specific leads or contacts to enrich

• Field Mapping Control: Decide exactly which fields get updated

• Audit Trail: Track when and how records were enriched

Best Practices

• Start with a small batch to test your field mapping

• Create custom fields in Salesforce for enrichment data if needed

• Schedule regular enrichment of new or outdated records

• Use Salesforce views to organize records needing enrichment

• Monitor credit usage in the LeadMagic dashboard

The Salesforce integration streamlines your data enrichment workflow, allowing your sales team to work with the most up-to-date and comprehensive contact information without leaving your CRM.