Gleam enables you to automatically send contacts to Salesforce as leads, this opens up a world of possibilities for businesses utilising Salesforce as a CRM or marketing platform.
You can enable Salesforce Integration on the Premium plan & above. Simply navigate to Settings > Integrations then turn on Salesforce.
You will first need to connect your account by logging in with your Salesforce username & password.
We support the syncing of Custom Fields for Salesforce through our Custom Field Sync feature, you can set this up via the Custom Field Mapping button when setting up the integration.
In order to send a contact to Salesforce you must use the Subscribe action type.
Whenever you have Salesforce connected you will be able to specify the lead source for any campaign:
These contacts will show up as leads, with the following attributes:
In order to test if emails successfully send to Salesforce you need to do the following: