CRM Integration : SalesForce and Kaspr
The integration between Kaspr and SalesForce allows you to send contacts enriched with Kaspr directly to your CRM. The integration with SalesForce is available for Kaspr Enterprise licenses.
Here are a few things you need to do to set up your Kaspr integration correctly:
- Sync your SalesForce account
- Do a field mapping
- Start your exports
Sync your SalesForce account
To sync your SalesForce account to Kaspr, follow the steps below. Go to your Kaspr Dashboard, Setting tab > Integrations. Click on “connect” in the SalesForce window and follow the instructions.
Do a field mapping
The field mapping allows you to choose the properties to which you want to send the contact information enriched by Kaspr. To set up this information, click on “configure mapping” Here is a recommended field mapping:
This mapping is the most common and the most recommended, of course, it must be adapted to the use you have of your CRM.
Start your exports
Exports to SalesForce can be done in different ways:
- From the plugin: You are on the LinkedIn profile of a prospect whose information you have discovered. By default a contact will always be saved on your Kaspr space. Once added, you can click on the “Export” button. All integrations are displayed. Choose SalesForce and the contact will be automatically exported to SalesForce.
- From leads: You first build lead lists on Kaspr. Once your lists are built and enriched, select the contacts you want to export or don’t select anything if you want to export everything and click on Export. Select the SalesFoce integration and all these contacts will be exported to SalesForce.
- From a Workflow: When you use the enrichment workflow to automatically enrich a list of contacts from LinkedIn, you have the option to automatically export them to SalesForce. To do this, go to your Kaspr dashboard in the “Sales Automation” tab. Click on “Create Workflow”. First create an “Integration” workflow by choosing SalesForce. Once this workflow is created, name it and save it. Next, create an Enrichment Workflow and click on “Add more” and select the previously created Integration workflow. Name this workflow and save it. You can then launch your workflow from a list of linkedin contacts and the contacts will be automatically enriched and exported to SalesFocre.
All the created contacts will appear as a “lead” on your CRM.