Now that you have connected successfully Bloobirds to Salesforce, it's time to sync your first lead.
On Salesforce, this bubble will pop up. Please select your Salesforce user and click on CONTINUE. Now go to any lead page:
This is what you will see:
Click on SAVE LEAD IN B (Bloobirds), and that's it! Now you have synced a lead from Salesforce with Bloobirds.
Do you want to email this lead? Here's how you can connect your email to Bloobirds.
Comments
Please sign in to leave a comment.