Salesforce CRM helps to develop more leads for the business

Salesforce surely is an incredible tool to have to generate more leads, but integrating it with other similar tools offers you revolutionary change in closing more deals and enhancing your business’s productivity.

Salesforce is considered the best cloud-based customer relationship management tool, which aids the businesses to build an excellent reputation in the market. However, Salesforce CRM integration is a process that needs to be done correctly and effectively if you wish to make the best use of it. There are several tools that help you integrate your system with Salesforce, and Unbounce is undoubtedly one of them.

With the help of Unbounce, one can easily integrate with Salesforce and access this widely appreciated tool as third-party integration. By connecting your Unbounce and Salesforce accounts, you can capture more leads and manage your customers effectively. This is done by creating forms on your landing pages that push the edges to the Salesforce dashboard and A/B test pages, which are quite remarkable.

The integration of Salesforce with Unbounce is pretty simple. All you need to do is follow these simple steps, and you are good to go. But first, you need to have an Unbounce account with pro subscription and a Salesforce account with Web Services API access along with Object lever permission to read, create and edit leads and field-level security to read, edit and create lead fields and lastly, an Unbounce landing page with email, company and last name.

The process

  • Log in to your Unbounce account and navigate to the Salesforce page you wish to integrate.
  • Now log into your Salesforce account and give access to Unbounce to send lead information by clicking “Allow.”
  • Wait until Unbounce and Salesforce are authenticated.
  • Once done, the page will be successfully integrated with Salesforce. The blue checkmark sign will indicate that new leads will be sent to Salesforce.

You can integrate as many landing pages as you like to send more leads to your Salesforce. Just follow these steps again, and if you experience any problem, contact their customer care.

Benefits of Salesforce CRM integration

  • There are several benefits associated with Salesforce integration, which are:
  • Capture more leads from landing pages
  • Forward campaign leads directly to your reps
  • Its cloud-based feature allows you to give access to everything you need at your fingertips
  • Easy management of customers and close as many deals as possible to grow your business
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