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Connecting Salesforce

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Written by Levon Adamyan
Updated this week

Cleanlist integrates with Salesforce to sync enriched leads with your CRM.

Setting up the connection

  1. Go to Integrations from the top navigation.

  2. Find Salesforce and click Connect.

  3. Authorize Cleanlist in the Salesforce login prompt.

  4. Once connected, you can push leads to Salesforce from any list.

How it works

  • Select leads from a list and click Push to CRM.

  • Leads are created as contacts or leads in Salesforce with enrichment data mapped to the appropriate fields.

  • Existing contacts (matched by email) are updated rather than duplicated.

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