Here are the steps to connect Salesforce to Instantly:
Step 1 ➡️ Open Integrations page.
Step 2 ➡️ Select Connect Salesforce.
Step 3 ➡️ Select the method to authenticate:
Step 4 ➡️ Click "Continue" to allow access to Instantly.
Step 5 ➡️Enter your Salesforce subdomain and click "Submit"
Step 6 ➡️ Authorize the app by opening a new window:
Step 7 ➡️ Login to Salesforce in the new window:
You will soon see the message "Setting up your account", and then the confirmation that the integration has been successfully set up.
If you chose to connect with Salesforce Token, then:
After Step 5 above, you are asked to enter your credentials in Instantly.
Step 6 ➡️ Enter the email address and password and click Submit.
Step 7 ➡️ Paste your security Token and Salesforce Organization ID. Click "Submit".
Once the integration is completed, you will see this message:
To learn how to import the leads from Salesforce to campaigns and lists, follow this guide.