The Salesforce Connector allows you to send Relevize leads directly to Salesforce in real-time.
✅ Step-by-Step instructions:
Step 1: Go to your Relevize settings page:
Step 2: Sign in with Salesforce
Step 3: Once connected, click "Finish Setup"
Step 4: On the Connector Settings page, click "Begin Setup..."
Step 5: If the mappings are correct, click "Send Test Lead" and confirm to activate the connector