What the Salesforce Integration Does:
- Imports leads from Salesforce into Leadzier for campaign automation
- Pushes new Leadzier leads into Salesforce with full data and activity history
- Keeps contact records, notes, and communication logs in sync
- Supports custom field mapping, tagging, and deal stage sync
- Connects enterprise workflows to high-volume lead generation
Why It Matters:
Salesforce is powerful — but it doesn’t generate leads. Leadzier gives your team a consistent flow of off-market and new homeowner leads, fully synced into your Salesforce pipeline. Sales stays organized. Marketing stays effective. Nobody drops the ball.
Who It’s For:
- Real estate teams using Salesforce as their central CRM
- Agencies or marketers running high-volume outreach campaigns
- Service pros who track deals and customer journeys in Salesforce
- Operators who want automation, tracking, and accountability across both tools
How It Works:
- Step 1: Go to Settings → Integrations → Salesforce
- Step 2: Connect your Salesforce account via OAuth
- Step 3: Choose what data to sync: leads, contacts, activity, notes
- Step 4: Map custom fields and define default pipeline stages
- Step 5: Sync runs automatically in real-time or on demand
Bonus Features:
- Auto-create Salesforce deals from Leadzier campaigns
- Tag leads by source, territory, or campaign for filtering
- Pull campaign metrics into Salesforce dashboards
- Assign leads to Salesforce users based on zip code or rules
- Keep email and SMS activity in both platforms — fully tracked
