Setting up your Salesforce Integration

There are two ways to integrate with Salesforce from inside of Wishpond. The first is through the “Integrations” menu which is where you can set up a one time sync with Salesforce. The second is through the campaign menu which is where you can determine what specific leads to pass through to your Salesforce account.

In this article I’ll show you how to set up the one time sync with Salesforce via the Integrations menu.

  • Step 1: Click “Integrations” on the top of your menu bar

  • Step 2: Click the Salesforce option from the list of CRM options

  • Step 3: Click “Connect with Salesforce”

  • Step 4: Name your Salesforce connection

  • Step 5: Click “Connect”

  • Step 6: Login to Salesforce

  • Step 7: You are now successfully connected!

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