How to Integrate Picreel with Salesforce

Capture leads easily by integrating Picreel with Salesforce. This integration creates contacts in Salesforce when users submit their emails through Picreel popups on your website, offering a robust solution for automated lead management. 

Benefits:

• Get instant updates for captured leads as they are seamlessly transferred to your Salesforce dashboard.

• Track and analyze your campaign performance

• Gain comprehensive insights into customer behavior and preferences

Whenever a lead is generated via Picreel popup, the user details will be available like this in the Salesforce dashboard:

Let's explore the key steps to optimize this integration.

To Integrate Picreel With Salesforce

Step 1: In the dashboard, go to Integration and enable the toggle for Salesforce.

Step 2: Enabling this will take you to the Salesforce login screen. Enter your Username and Password to log in.

If you log in for the first time or try to log in from another device/browser, you’ll receive a security code in your verified email account. 

Step 3: You’ll be redirected to the Integrations page after successfully logging in. Click “Manage.” to proceed with the integration.

 Step 4: Under Add Campaigns, select your campaign from the list and close the screen overlay

Your Salesforce integration is now set up. If you encounter any issues or have any questions, feel free to contact our support team.