Salesforce Integration

Introduction

LeadGnome integrates directly with Salesforce, delivering updates to existing Lead and Contact records as well as creating net new Lead and Contact records. Our integration was designed to protect your Salesforce database in the following ways.

  • LeadGnome cannot duplicate Lead or Contact records
  • LeadGnome, by default, will not update the standard fields of existing records
  • LeadGnome minimizes the number of API calls

Integration Instructions

  1. Log into LeadGnome
  2. Navigate to ACCOUNT > 3rd Party Apps
  3. Click the ADD button
  4. Click on the Salesforce icon
  5. Click on the link to "Click here to install LeadGnome custom fields ..." If you are not currently logged into Salesforce, you will see the following screen on a new tab in your browser.
  6. Enter your admin credentials and click on the "Log In" button
  7. Select the "Install for All Users" option and click the "Install" button
  8. Go back to the LeadGnome tab of your browser
  9. Click the SAVE button to begin the final step in the integration process
  10. Click the "Allow" button to provide LeadGnome access to your Salesforce
  11. Click the FINISH button to complete the integration process

Congratulations! LeadGnome is now integrated to your Salesforce.

Custom Fields

Field Label

Field Name

Data Type

LG_Campaign Name

LG_CampaignName__cc

Text(80)

LG_Company

LG_Company__cc

Text(255)

LG_Email Type

LG_EmailType__cc

Picklist

LG_Expected Return

LG_OOOEnd__cc

Date

LG_First Name

LG_FirstName__cc

Text(255)

LG_Last Name

LG_LastName__cc

Text(255)

LG_Mobile Phone

LG_MobilePhone__cc

Phone

LG_Office Phone

LG_OfficePhone__cc

Phone

LG_Reference Contact

LG_ReferenceContact__cc

Lookup(Contact)

LG_Reference Lead

LG_ReferenceLead__cc

Lookup(Lead)

LG_Response Type

LG_ResponseType__cc

Text(80)

LG_Title

LG_Title__cc

Text(255)

LG_Update Count

LG_UpdateCount__cc

Number(3, 0)

LG_Update Date

LG_UpdateDate__cc

Date


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