We now offer full integration with Salesforce. To send your leads to Salesforce, you have two options: syncing leads all at once or saving contacts (including Account info).
Setting this up is simple. Get started by clicking ‘Setup' in the top menu of your Wiza account.
Next, click on "+ Connect CRM":
Select Salesforce from our list of integrations:
Finally, sign into your Salesforce account:
To sync leads to Salesforce, just click the 'Sync' button to the right of each list on your card view.
Click on a list card to view the list of included prospects.
2. Hit the 'Save' button to send the prospect to Salesforce as a contact.
That's it! Your contact is now in Salesforce linked to the correct account.
Have questions? We're happy to help.