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Salesforce Integration Feature
Salesforce Integration Feature

Step-by-step guide on how to setup Salesforce integration on Growth-X.

Lusine Khachatryan avatar
Written by Lusine Khachatryan
Updated over a week ago

Integration between Growth-X and Salesforce is now possible πŸŽ‰

Below's a step-by-step guide on how to start using this feature

πŸ‘‰ From the Growth-X app:

  1. From your account dashboard > go to your account settings > connect CRM > Salesforce.

2. A window will pop up asking you to authorize Growth-X to connect with your salesforce account > click connect.

3. Once authorized, log in with your Salesforce credentials > allow access by clicking Allow.

4. You have successfully connected Growth-X to your salesforce account πŸ₯³

πŸ‘‰ From your Salesforce account

  1. We first must make all the GX_properties visible for all your leads.

  2. From your salesforce dashboard, go to Settings > Setup.

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  3. Once in your Setup home > look for Object Manager.

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4. At Object Manager > look for Lead.

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5. At the lead level > click Fields & Relationships.

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6. Now, let's search for the three (3) GX_properties.

7. Search for Accepted connections > click Set Field-Level Security > checkmark both Visible & Read-Only > click Save.

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8. Repeat the same step by searching for Total Messages Sent > click Set Field-Level Security > checkmark both Visible & Read-Only > click Save.

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9. And lastly, repeat the same step by searching for Total Number of Responses > click Set Field-Level Security > checkmark both Visible & Read-Only > click Save.

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10. At the Lead Level > click Page Layouts > click Lead Layout.

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11. Drag the following fields to the Lead information: Accepted connections, Total Messages Sent, and Total Number of Responses > click Save.

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12. You will now be able to see all the GX_properties from your leads, as shown below.

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πŸ‘‰ How to Sync all your Growth-X data with Salesforce

For Growth-X to sync all existing data into your lead records, you will need to create a CSV Acquisition campaign with your lead's LinkedIn profile page URL and their unique CRM_id from your salesforce account. *The CSV_template for such campaign can be found at the end of this article.*

  1. Click any lead contact > copy its CRM_id from the browser address bar > paste it into the CSV_template file next to the LinkedIn profile.

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2. Create a regular acquisition campaign from your Growth-X account with the CSV file created from your salesforce records.

πŸ–‡ Important Attachments

  • CSV_file: template for creating Acquisition campaigns to sync gx_data with your CRM records.

If you need assistance along the way, please feel free to message us within the app or email us at

Happy Growing!

The Growth-X Team

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