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

Published 02 December 2019

Description

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

One Data Backup Solution for all your business apps
Set up your own data backup process to ensure that your data is always there for that moment when you need it most. Learn more
Import your data into any business App
Take your data from CSV file to upload into your apps. Or, opt to take data directly from one app and copy it into another. Learn more
Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more