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Connect Salesforce to Relevize
Connect Salesforce to Relevize
Patrick Allen avatar
Written by Patrick Allen
Updated over a week ago

The Salesforce Connector allows you to send Relevize leads directly to Salesforce in real-time.

βœ… 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

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