Connecting Salesforce to HappierLeads allows you to automatically send identified companies directly into your CRM as leads. This guide walks you through the entire setup process.

Make sure you have the necessary permissions and information ready before starting the integration.

When a company is identified by HappierLeads, the following information is sent to Salesforce:

Start by authorizing HappierLeads to access your Salesforce account.

Map HappierLeads fields to your Salesforce Lead fields to ensure data flows correctly.

HappierLeads provides default mappings, but you can customize them to match your Salesforce setup:

You can also map data to custom Salesforce fields:

Configure how leads from HappierLeads appear in Salesforce.

Set the Lead Source value that will be assigned to all leads created from HappierLeads:

Set up an automation to automatically send leads to Salesforce based on your criteria.

Before relying on the integration, test that data flows correctly.

HappierLeads includes duplicate detection to prevent creating multiple leads for the same company.

Step-by-step guide to integrate Salesforce with HappierLeads and automatically sync identified companies as leads in your CRM.

How to Connect Salesforce CRM

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