SalesForce

SalesForce CRM Integration 

SalesForce has two types of “Persons”: Leads and Contacts. You can only sync ONE type of person per CRM. Each team may use these differently.

  • Contact - A contact has limited functionality. We can create them with our first class data and sync over events.
  • Lead  - A lead has a “status” where we can move the lead through additional stages.

Events are created as “Task” objects in Salesforce EXCEPT for emails. Email “Sent” and “Replied” events are created as “Email” objects in salesforce and contain the email body.

Email `Sent` event in Salesforce:

Lead Stage Options in Mailshake:

Lead Stages in Salesforce

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