Overview
Salesforce.com Create enables you to export records from Lead Liaison into Salesforce.com. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Salesforce.com from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.
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For the Enterprise version of the Salesforce.com Connector see this page. |
Adding the Connector
Once this feature has been added to your account you'll see the application in the Lead Liaison App Cloud. Go to Settings > Integrations > App Cloud and install the app. Next, head to Settings > Integrations > Connectors and enter your credentials into the Salesforce.com Create Connector. Once you've successfully connected you'll see a prompt similar to the one below.
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Fields in red font are required |
Salesforce Field | Lead Liaison Field |
Full Name | Full Name |
First Name | First Name |
Title | Job Title |
Last Name | Last Name |
Company | Company |
Lead Source | Original Lead Source |
Industry | Industry |
Annual Revenue | Annual Revenue |
Work Phone | Work Phone |
Fax | Fax |
Website | Website |
No of Employees | Number of Employees |
Street | Street Address |
City | City |
State | State/Province |
Zip Code | Zipcode |
Country | Country |
Description | Description |
Salutation | Salutation |
Mobile | Mobile Phone |
Do not Call | Do Not Call |