Using the Salesforce Integration

The Salesforce integration allows you to directly enrich your CRM data without exporting and importing files, creating a more efficient workflow for your team.

Setting Up the Integration

  1. Access the Integration

    • Navigate to the Integrations section in LeadMagic

    • Select "Salesforce" from the available integrations

  2. Connect Your Salesforce Account

    • Click "Connect to Salesforce"

    • Log in with your Salesforce credentials

    • Authorize LeadMagic to access your Salesforce data

Enriching Salesforce Data

  1. Select Enrichment Tool

    • Choose which LeadMagic enrichment tool you want to use:

      • Email Finder

      • Mobile Finder

      • Profile Search

      • Email Validation

      • Other available tools

  2. Choose Data Type

    • Select whether to enrich Leads or Contacts

    • Optionally filter by views, lists, or custom criteria

  3. Map Required Fields

    • Connect Salesforce fields to LeadMagic fields

    • Ensure required fields for your chosen enrichment are mapped

    • Select which Salesforce fields should be updated with enriched data

  4. Start Enrichment Process

    • Review credit usage estimate

    • Click "Enrich" to begin the process

    • Monitor progress in the integration dashboard

Benefits of Direct Salesforce Enrichment

  • Efficiency: Enrich data directly within Salesforce without export/import steps

  • Real-time Updates: Enriched data appears immediately in your Salesforce instance

  • Selective Processing: Choose specific leads or contacts to enrich

  • Field Mapping Control: Decide exactly which fields get updated

  • Audit Trail: Track when and how records were enriched

Best Practices

  • Start with a small batch to test your field mapping

  • Create custom fields in Salesforce for enrichment data if needed

  • Schedule regular enrichment of new or outdated records

  • Use Salesforce views to organize records needing enrichment

  • Monitor credit usage in the LeadMagic dashboard

The Salesforce integration streamlines your data enrichment workflow, allowing your sales team to work with the most up-to-date and comprehensive contact information without leaving your CRM.