Salesforce Sync is bi-directional. You can sync contacts from the results tab (e.g. new people to contact at your target companies) into Salesforce and they’ll show up as contacts related to the relevant target account.
Helps grow your lead list whilst also saving time manually creating contacts in Salesforce
Step by step guide:
- Select the account you are working on within your project.
- From the people results, select the contacts you wish to export to Salesforce.
- Once selected > press the pin button
- Press ‘Export to Salesforce’ button.
- Salesforce Icon will appear next to each name to show you they have been created as contacts in your Salesforce account.