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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From the Prospects page, click the gear and choose Export to CRM as shown below to push the record into your CRM.
Email Integration
Lead Liaison's Send & Track for Google Chrome is an email plugin that offers two integration points with Salesforce:
- Optionally saves a copy of the email to Salesforce using Salesforce's email to Bcc address with the Log in CRM setting.
- Optionally creates a new lead in Salesforce (if it doesn't already exist) when the Log in CRM setting is enabled.
To add email to Bcc addresses for use with the Log in CRM setting, navigate to Admin > App Setup > Email > Send & Track > Custom Bcc Email Addresses section.
Field Mappings
| Info | ||
|---|---|---|
| ||
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 |