LeadGenius’ new ABM-friendly Salesforce integration is here.

This integration update supports customers who are using or exploring an Account Based Marketing strategy. Here’s a brief summary of what’s new:

 

ABM compatible

When LeadGenius finds a new record for you, LeadGenius now allows you to specify whether you want that record synced to Salesforce as a lead, account, and/or contact.

We also added the ability to label “lead source” for a given contact or account so that you can keep tabs on LeadGenius data in Salesforce for ROI and pipeline reporting. With this feature, you can seamlessly use Salesforce workflows for any task you choose — for example, assigning lead ownership to members of your team.

LeadGenius Salesforce integration settings

 

Easy mapping and time-saving data transfer

You can now specify the Salesforce fields you’d like for data export from LeadGenius, including custom fields.

You can always modify your mapping at a later time if you decide to make change to your CRM.

Once you map fields, getting your data into Salesforce is simple. You can add whatever customer information you choose, including custom fields, directly from LeadGenius.

LeadGenius Salesforce integration configure

Greater data control

Many of our customers expressed the importance of having greater control over the data they export to Salesforce, so we made this a central part of our product.

LeadGenius’ updated Salesforce integration allows you to choose only the records that you’d like to export. By allowing users to select only the fields they want to sync, LeadGenius facilitates maximum data quality and database cleanliness.

LeadGenius Salesforce contacts

 

We’re working on additional integrations to make it easier to import and export your data from LeadGenius into the tools you use most often.  Let us know if there are particular integrations that you’d like to see us tackle next.



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Need additional help getting the new LeadGenius ABM Salesforce integration setup? Read our FAQ, or contact your customer success manager or our support team and one of our product specialists can help.