Interseller will automatically update your Salesforce as you add contacts into campaigns and send messages from email sequences.
To connect Interseller to Salesforce, you can visit the integrations settings tab.
You'll need to log into Interseller using your Salesforce credentials, accept the permissions asked. We use these permissions to send and read data from your Salesforce account so we can de-duplicate against your Salesforce leads and contacts and create new contact if they do not exist.
Once Salesforce is connected to Interseller, you can choose to sync contacts as a Candidate or Lead. You can select between the following sync options:
- Off - contacts won't be synced into Salesforce
- Sync contacts when added to a sequence - contacts will sync over to Salesforce
- Sync contacts only when they reply back - contacts will only sync over to Salesforce when they reply
We also first check to see if a contact or lead exists in Salesforce by their email address. If it does, we'll associate it with that record instead. Contacts will also be created with the associated account as a candidate or lead, based on what they're synced as.
Changing the sync option per sequence
You can override the default setting where contacts get synced at the sequence level. You'll need to visit the sequence's settings to adjust this. Be sure to select whether contacts sync as leads or candidates in the sequence first since this can't be re-synced if contacts are added first and then later a sync option is selected for the sequence.
Disable syncing sequences to Salesforce
You can also disable syncing a sequence over to Salesforce in the "Sync" tab within the sequence's settings. If you don't want contacts to sync over to Salesforce, you'll want to make sure this is enabled first before adding contacts into the sequence.
Enable/disable deduplication for Salesforce
You can toggle on the deduplication setting for Salesforce to be warned if a contact already exists in Salesforce. This will mark the contact with the error "Exists in Integration" if we find that their email already exists in Salesforce. If deduplication isn't turned on, then we won't check to see if they exist in Salesforce. It's recommended to keep deduplication enabled to reduce having duplicate contacts within your integration.
You can sync all the email activity for contacts over to Salesforce when you enable activity tracking. It's recommended to connect Interseller to Salesforce first before adding and messaging contacts to ensure the email activity is synced over to Salesforce since email activity can't be backfilled. You can also customize how the field mapping from Interseller syncs over to Salesforce.
Note: By default, all messages sent and first replies are synced into Salesforce. That way you don't have to BCC anything or forward emails into your Salesforce account.