Salesforce

Create leads, contacts and opportunities, map custom fields, and route owners with your existing assignment rules. Once it’s connected, Leadpilot treats Salesforce as part of the same workflow: leads come in, get researched and scored, and the results go back out without anyone copying data between tabs.

What you get

Sync runs two-way, every 30 seconds. Every action Leadpilot takes is logged with a timestamp, so your team can see exactly what happened to each lead and why.

Setting it up

Open Settings, choose Salesforce and sign in. Most teams finish in about 5 minutes. You can pause or disconnect the integration at any time without losing data.