Note: Growlabs two-way sync is only compatible with Salesforce Enterprise, Salesforce Unlimited and Salesforce Professional with API add-on. If you use Salesforce Professional (without the API add-on) go here for further instructions.
Unsure of your Salesforce Edition? Visit this helpful article for further instructions.
What will Syncing your Growlabs Account to Salesforce do?
If you have existing accounts and contacts, you are able to connect your Salesforce to ensure we don’t duplicate your lead generation or outreach efforts. Connecting your Salesforce will also allow us to easily sync new lead data to your account.
Steps to Sync your Salesforce Account to Growlabs
Pro-tip: Have your Salesforce account open and logged in on a different browser tab.
Step 1: Login into your Growlabs account, go to your account section, Sync CRM & Blacklists tab and click Connect CRM. You will be brought to a screen with a drop-down menu of available CRMs. From this drop-down menu select the Salesforce edition you are using.
Step 2: Push Next and then click Get Started
Step 3: New leads that are engaged via Growlabs can be synced to your Salesforce account as either a new lead or a new contact and both emails sent and replies can be tracked. You are able to opt out of both of these syncing options.
Then, select the Salesforce tasks type for new email activity. Note: the options in the drop down are pulled from your Salesforce account.
Step 4: Easily sync lead information to your Salesforce account by mapping Growlabs fields to your corresponding Salesforce lead, contact and contact fields.
The Salesforce field drop-down menu contains all the lead fields currently created within your Salesforce account. If you do not have a particular lead field in your Salesforce account, you'll need to create the lead field in Salesforce before Growlabs can begin syncing this information.
Step 5: Next, map your Salesforce lead status' to your Growlabs' lead status. The Salesforce state drop down menu contains all the lead states you’ve already created in your Salesforce account. If you do not have a lead state in your Salesforce account that matches the Growlabs state, simply push Add as New State.
After you've mapped your Growlabs states to your Salesforce states every time a leads status is updated in your Growlabs account, it will automatically update this lead's status in your Salesforce account.
Growlabs' Lead States and Definitions
Step 6: Map your Growlabs reps to your Salesforce users. Moving forward, if you add new reps to your Growlabs account, we’ll try to automatically match them to your Salesforce users based on emails. If Growlabs does not find a match, then new prospects will be assigned to your Salesforce admin. You can update reps matching at any time.
Step 7: Choose whether you'd like to blacklist leads or leads and their companies. Choose whether you'd like to blacklist contacts or contacts and their companies.
Step 8: Once you push save, you should see a grey SYNCED icon next to your Salesforce account which means you’ve successfully connected your Growlabs account to your Salesforce account. If you ever need to disconnect your Salesforce account from your Growlabs account, push the Unlink text below your account holders email address.
Salesforce Sync flow
Once you’ve successfully synced your Salesforce account to your Growlabs account every new lead that moves to a ready status or engaged through Growlabs will automatically be added to your Salesforce account. Every time a lead status gets updated in your Growlabs account depending on how you’ve mapped your status’, your Salesforce lead status will update accordingly
If at anytime you delete a lead or change your lead to a contact in your Salesforce account, Growlabs will no longer automatically update their status’ or activity.
Frequently Asked Questions
Is Salesforce the only CRM that you connect to?
Salesforce Enterprise, Salesforce Professional with API add-on, and Salesforce Unlimited are currently the only CRMs that Growlabs has a two-way integration with i.e. Growlabs will blacklist existing data and push new lead data.
You can sync your email communication to a number of other CRMs by inserting your CRM's unique BCC address into your Growlabs account. Further directions on how to insert your CRM's unique BCC address can be found here.
Inserting your unique BCC address will not sync your existing accounts or lead data from your CRM to Growlabs. To ensure we do not duplicate your lead generation or engagement efforts, we highly recommend manually uploading a “Do not contact” or a blacklist.
Are you compatible with all Salesforce editions?
Growlabs' Salesforce sync is compatible with Lightning Enterprise and Lightning Unlimited. If you've enabled API access, Growlabs can also sync to Lightning Professional.
When will the leads I redeem in Growlabs be added to my Salesforce account?
Information will be pushed when the lead has finished the verification process and either moves to Ready (if you don't plan on engaging the lead right away) or Nurturing (when you start engaging the lead).