What Is the Salesgenie + Salesforce Integration?
The Salesgenie + Salesforce Integration makes it easy to send your Salesgenie leads directly into your Salesforce CRM—with just one click. No more CSV files, manual uploads, or formatting issues.
Once connected, your Salesgenie data flows instantly into Salesforce so your sales and marketing teams can connect with prospects faster, stay aligned, and work from the same clean, accurate records.
Key Benefits
- Save time: Instantly send data from Salesgenie to Salesforce—no spreadsheets required.
- Increase accuracy: Reduce typos, duplicates, and mapping errors.
- Work faster: Activate outreach, campaigns, or workflows in Salesforce immediately after exporting.
- Stay aligned: Keep everyone on your team working from the same up-to-date CRM records.
How It Works
1. Connect your accounts
Go to Settings → Integrations → Salesforce in Salesgenie, then click Connect.
Choose your Salesforce environment, sign in, and authorize the connection.
2. Set up your field mapping
Choose how Salesgenie fields (like Company Name or Executive First Name) sync with Salesforce fields. Save your mapping to keep data consistent across your team.
3. Export your leads
Build a list in Salesgenie, select your contacts or companies, and choose Export → Export to Salesforce. Your leads appear in Salesforce right away.
4. Put your data to work
Use your exported data in Salesforce for follow-ups, reporting, segmentation, or campaigns—immediately after export.