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How do I setup my integration with Salesforce?
How do I setup my integration with Salesforce?

Integrating UpLead with Salesforce

Mike Jacobi avatar
Written by Mike Jacobi
Updated over a week ago
  1. Go to the bottom left-hand corner of the UpLead website and click on the arrow or your name.

  2. From the drop-down menu, click on “Profile.”

  3. On the profile page, scroll down to the integration section and click on “Connect to my CRM.”

  4. Select Salesforce from the list of options.

  5. A pop-up window will appear, click on Salesforce, then click on “Connect CRM.”

  6. You will be redirected to the Salesforce login page. Enter your Salesforce credentials and click “Log In.”

  7. In order to gain access, you will need to allow UpLead to access your Salesforce account. If you agree to the terms, click “Allow.”

  8. Once completed, you will receive a confirmation banner on the upper right-hand corner that reads “You have connected to your CRM successfully!”

All leads exported to Salesforce will initially be imported as contacts. However, if you would prefer for them to be imported as leads, you can reach out to our support team at [email protected]. They will be able to assist you with updating the export settings to ensure that all future leads are imported as leads in Salesforce.

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