How do I find a Bloobirds lead in SFDC?


Depending on the setting of your integration, leads created in Bloobirds will be - or not - synched to SFDC. Knowing that, there are several ways of finding Bloobirds leads in SFDC:

  • By using the SFDC searchbar.
  • By clicking on the task or on the lead’s name. Only if the lead has a pending task.
  • By going to the pipeline tab in the leftbar.

Let’s see how it’s done!

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