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How to connect Salesforce to Instantly

Updated this week

You can connect your Salesforce to Instantly to import leads, export SuperSearch leads, or build workflows in Automations.

Here are the following steps to connect your Salesforce:

  1. Go to the Integrations tab.

  2. There are two Salesforce integrations:

    • New Salesforce: To export SuperSearch to Salesforce or use Salesforce in Automations, please connect to the new Salesforce.

    • Old Salesforce: To import leads, ensure you scroll down to the bottom and click on 'Show more' to connect to the old Salesforce. Learn how to import leads from Salesforce to Instantly here.

  3. Log in to your Salesforce account.

  4. Allow the access.

  5. You will receive confirmation that the integration has been successfully connected.

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