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Connecting Salesforce to Instantly
Connecting Salesforce to Instantly
Updated over 5 months ago

You can also connect your Salesforce to Instantly and import leads to your campaigns or lists. To achieve it, you must connect first your Salesforce account to Instantly.

Here are the following steps to connect your Salesforce.

  1. On your Account Settings tab, select Settings.

  2. Click the Integrations tab.

  3. Select Connect Salesforce.

  4. Select the method to authenticate.

  5. Click Continue to allow access to Instantly.

  6. Enter your Salesforce subdomain and click Submit.

  7. Click Open window to authorize the app.

  8. Log in to Salesforce at the new window.

  9. Soon, you will see a 'Setting up your account' and then the confirmation that the integration has been successfully set up.


Using Salesforce Token

Using API Key or Salesforce Token is known as the recommended method.

Here are the steps to do the following.

  1. After Step 5 above, you will be asked to enter your credentials in Instantly.

  2. Enter your Salesforce credentials.

  3. Click Submit.

  4. Paste your security token and salesforce organization ID and click Submit.

    • To find your Security Token, click here.

    • To find your Organization ID, click here.

  5. Once the integration is completed, you will see a 'Successfully set up your Integration!'

To learn how to import the leads from Salesforce to campaigns and lists, follow this guide.

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