All Collections
Advanced
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 🎉

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

👉 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 🥳

👉 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.

    [video-to-gif output image]

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

    [video-to-gif output image]

4. At Object Manager > look for Lead.

[video-to-gif output image]

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

[video-to-gif output image]

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.

[video-to-gif output image]

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

[video-to-gif output image]

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.

[video-to-gif output image]

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

[video-to-gif output image]

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

[video-to-gif output image]

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

[video-to-gif output image]

👉 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.

[video-to-gif output image]

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

🖇 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 help@growth-x.com.

Happy Growing!

The Growth-X Team

Did this answer your question?