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How To Integrate ClickFunnels With Salesforce
How To Integrate ClickFunnels With Salesforce? Customer relationship management is at the core of any successful business operation. Through CRM you are able to discern your client needs and address them quickly and efficiently. The outcome of CRM is a boost in terms of sales and leads. Moreover, a smart company will integrate this aspect in its funnels in order to realize bigger goals.
In this article, I will show you how you can incorporate ClickFunnels with Salesforce.
Everything You Need
- A Salesforce accounts
- A ClickFunnels accounts
How To Integrate ClickFunnels With Salesforce
1. Log into your ClickFunnels account and move your mouse to your profile, then click on Account Settings
2. Select Integrations
3. Click Insert New Integration
4. Search for Salesforce by typing the word ‘Salesforce’ in the search bar. In the search results click on it
5. Enter any name for your Integration Nickname part and then click Connect Integration
Note: For this guide, I have used my salesforce’ as the Integration nickname
6. You’ll be redirected to a Salesforce login page if you had not logged in already. Enter your login details and log in. You’ll be asked to Permit ClickFunnels to get your Salesforce account data, click Permit
7. You have successfully Integrated ClickFunnels with your Salesforce account. A Salesforce API was successfully created message will show up on your ClickFunnels account.
As soon as you have successfully integrated the two platforms, you will open up communication and sharing of information between the two accounts. This means that when clients access any stage of your funnels, either the product or a webpage, Salesforce will prompt a discussion together to generate a lead and finally set you up for a subscription.
Salesforce can fit in any department of your business. This includes sales, marketing, trade, and customer support. Time-consuming tasks are easily automated, and you’ll have the ability to deliver a unique customer experience.
ClickFunnels supports additional features and integrations to help boost your attempts of sourcing for new prospects as well as increasing your sales. You can by yourself set up a funnel in a matter of minutes and get it running without necessarily having programming knowledge in ClickFunnels. ClickFunnels supports various payment integrations, split tests for your funnels, and provides information that will assist you to strategize effectively.
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