Integrating your Salesforce CRM for bidirectional syncs

This 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

Prerequisite: You'll need to create a business workspace at https://customer.glencoco.com using a non-personal email domain for this section to make sense!

• Workspaces are a space for your org/team to view and manage one or more campaigns.

• We support both CSV uploads for leads, and native CRM integrations for two CRMs:

  • Hubspot (instructions)

  • Salesforce (instructions)

If you get stuck, message us using the purple chat icon in the bottom right of your workspace and we can help.