Export Sales/Marketing Leads to Salesforce
Discover new leads from your connected communities on Charla and export them to Salesforce.
Lead info like name and email will be exported and saved in your Salesforce account.
Duplicates will be flagged before exporting.
Sign-in to your Charla account
Click the gear icon for Settings & Integrations.
Click on integrations
Click on Salesforce icon
Click on Connect Salesforce
Enter your Salesforce credentials in pop-up window.
Salesforce accounts Professional with Web APIs enable and above will be able to use this feature.