Connect Salesforce
Two steps: an admin installs the MyVisito app in Salesforce, then you connect. Contacts arrive as Leads under Sales > Leads.
Every new contact lands in Salesforce as a Lead. Important: in Salesforce the contacts appear under Sales > Leads, not under Contacts.
Two steps
Salesforce needs a one-time install of the MyVisito app by an admin, so we can send your leads in securely. It takes about a minute.
Step 1: Install the app (one-time, by an admin)
- Click the install button in the connect dialog and sign in to Salesforce as an admin.
- On the install screen choose Install for All Users and click Install.
- Wait for the installation confirmation (it also arrives by email), come back to the window and continue to step 2.
Step 2: Connect Click Connect with Salesforce and approve. If your org uses a custom domain, you can enter it in the dialog and connect through it.
Where your contacts appear
Open the Sales app, then the Leads tab. They do not appear under Contacts until promoted there.
For the general picture, see how integrations work.