You can now integrate Robly with Salesforce to import leads and contacts. Here’s how to do that:
1. From your Robly Dashboard, click My Account > Integrations.
2. Scroll down to Salesforce, and click Connect Now to connect directly to your Salesforce account through Robly.
3. Paste your Consumer Key and Consumer Secret, and click Connect.
4. Once you’re logged into Salesforce, click Allow to give the Robly integration access.
5. A success message will appear in Robly to show that the Salesforce authentication is completed.
6. Once the integration is set up, you can import contacts and/or leads from Salesforce by going to Audience > Manage Contacts > Import Contacts. Under Alternative Method, click Import from Salesforce.
7. Select either Contact or Lead from the Source drop-down, and click Import.
8. Once you import the contacts or leads, you can add them to lists and tags and also apply relevant autoresponders and automations.
Have questions? Message us on chat, or email support@robly.com!