How to sync Salesforce

  • Updated

Sendoso allows you to sync your Salesforce account via OAuth so you can track all sending activity to Salesforce!

We can automatically log all activities and add recipients (Leads/Contacts) to a Salesforce Campaign for additional tracking purposes.

To get started, log in to Sendoso.

  • Next, navigate to the Integrations link under the menu icon in the top-right corner (or click here to go directly to the Integrations page) 

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  • Find the Salesforce panel, and select Learn More 

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  • If you plan to complete 1-1 sends via Salesforce, follow the steps to install the Chrome Extension by selecting Install it or by clicking here 
  • Select the orange Initiate the Integration button
  • Select Sync Salesforce to allow access for Sendoso to read/write in Salesforce via OAuth. Keep in mind, that if your team wants to use an integration user or API Only user, you will need that login informationScreen_Shot_2022-08-24_at_1.42.03_PM.png
  • Click Allow to confirm Sendoso access 

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Congrats! You are now synced to Salesforce.

You can now leverage the Sendoso Chrome extension (if installed) when you are viewing a lead or contact in Salesforce and you will be able to complete sends to your prospects! Here is what it looks like:

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Lightning:

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For additional training on Salesforce integration, feel free to check out these Sendoso University courses

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