Salesforce x lemlist: Automatically sync & filter leads data [Video]

Integrating your CRM into the sales engagement tool allows you to have your leads’ info in one spot. This saves you hours on outreach personalization and tracking and improves your overall efficiency.

But, migrating data between apps often comes with sync errors and a lack of supported workflows… If you don’t know where your leads are in the sales process, you won’t know how to approach them and won’t be able to sell them your product or service.

This article will show you how to track the exact leads’ status and automatically sync sales workflows without switching between Salesforce CRM and lemlist.

Save hours by automatically syncing leads’ actions

Salesforce CRM helps you manage leads’ actions based on their stages in the sales process. You can now automate the actions in Salesforce based on the events in lemlist, thanks to the automated triggers feature.

Here’s how to set up data sync from lemlist to CRM:

1. Under the …