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Importing leads from Salesforce
Importing leads from Salesforce
Updated over a week ago

Before importing leads from Salesforce to your campaigns or list, you need to first connect Salesforce to Instantly and then create a "List view" in your Salesforce, from which you will import the leads.

Once your list is created, follow these steps to import leads to your Campaign or List from Salesforce:

Step 1 - Click on "Add Leads".
Step 2 - Select Salesforce:

Step 3 - Choose a Contact filter (to import contacts with a specific Salesforce list) and click Import:

Step 4 - Map the corresponding fields and click "Upload all".

Instantly will check for any blocked contacts and duplicates across all campaigns when importing leads.

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