How to Import Leads into Salesforce from Another App without CSV files

Published 02 December 2019


Add new leads into Salesforce directly from another app. Skip the CSV import, and pull new leads in from other marketing, accounting, helpdesk, or CRM sources automatically.

1. Connect the app you're taking data from, and Salesforce account

2. Setup the import and map the fields you wish to include

3. Start the import and see your leads populated in Salesforce

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