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Salesforce
Brandon Lett avatar
Written by Brandon Lett
Updated over a week ago

Salesforce is one of our 5 CRM integration options. Here I will go over the steps to set up and send contacts to your Salesforce Contacts.

Steps

  1. You will first select Menu at the bottom of the app (far right icon) or on the left on the computer web browser.

  2. Here you choose Personal (or Advanced) Integrations and click +Add New Integration.

  3. Choose the Salesforce option.

  4. A small window will appear to help you open an Authorization Window. Click Open Window at the bottom.

  5. This will take you to the Salesforce Sign In system. Follow the prompts Sign In and authenticate the Linq app integration.

  6. Once it has authenticated, you will be taken back to the Linq page. It will tell you this integration was added successfully.

  7. Refresh your screen, and it will show up under your Personal Integrations.

  8. To send a contact to this integration, you will go to your Contacts tab and find the contact you wish to send. It will have a blue cloud button with an arrow. Click this to begin.

  9. Now it will ask which integration to send it to.

  10. Once you click this, it will show you a message that it was successfully sent.

  11. To ensure it is done, it will show this button now greyed out.

  12. Final check would be to make sure it went to the Salesforce Contacts.

Now you have set up your Integration with Salesforce and have sent a contact. Let us know if you need additional help!

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