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  • The World of Glencoco
  • The World of Glencoco
  • The Cast of Players
    • Intro
    • Caller (aka Fractional Rep)
    • Customer
    • Lead Gen Agency (LGA)
  • Key Locations
    • Key Locations for Callers
    • Key Locations for Businesses
    • Key Locations for both Callers & Businesses
  • Cold Call Coaching Courses
    • No Show, No Dough
    • Seize the Day with Daily Workflows
  • Rules & Onboarding Guides
    • For Callers
    • For Customers
  • Core Concepts
    • Workspaces
    • Campaigns
    • Leads
    • Phone Numbers
    • Lead Pools
    • Lead Statuses
    • Dispositions
    • Lead Ingestions
      • Lead Upload Receipts
      • Suppressions
      • CRM Integrations
        • Salesforce Bidirectional Integration
        • Hubspot Bidirectional Integration
      • CSV Uploads
      • Leads -> Contacts & Accounts
      • Deduplication
    • Self-Sourcing for Callers
    • Dialing
    • Emailing
    • Meetings
    • Meeting Taker Messaging
    • AI Account Summaries
    • AI Call Coaching
    • AI Learnings
    • Incentives
    • Referrals
    • Outbounding Metrics
    • User Campaign Eligibility
    • User Campaign Communications
    • Advanced Concepts
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  1. Core Concepts
  2. Lead Ingestions
  3. CRM Integrations

Salesforce Bidirectional Integration

Integrating your Salesforce CRM for bidirectional syncsThis section is a chapter in "Setting Up a Campaign Basics." Included is a screenshare explainer video guiding you through how to integrate your Salesforce CRM for bidirectional syncs
PreviousCRM IntegrationsNextHubspot Bidirectional Integration

Last updated 7 days ago

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Useful Links

  • Try out the Dialer
  • Refer a Fractional Rep
  • Visit our Salesfloor

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