The Vision

One of our primary goals is to be fully integrated with your mission-critical sales tools through sales process automation.

We want to help you increase sales efficiency by enabling you to save leads and contacts directly to Salesforce and be able to put it to work immediately.

The Challenge

We know that many SDRs typically do their outbound efforts outside of their productivity tools, but eventually return to their CRM to add their contacts to the right workflow.

The manual effort of copying data from a prospecting environment (like LinkedIn) and into Salesforce is time-consuming and tedious, not to mention that it's prone to manual errors.

This results in decreased productivity as well as a lack of proper business segmentation.

The Solution: Lusha Push To Salesforce

Lusha enables you to save a prospect to Salesforce in one click.

You can choose to save it as lead or contact with all contact & company details.

The prospect’s contact and company details are copied to the appropriate fields in Salesforce, so you can properly score your pipeline and have accurate segmentation for your business.

The Value

By pushing the prospect’s data into Salesforce in one click, Lusha allows you to focus on targeting more prospects, faster and better as well providing sales leaders with better visibility into your business segmentation.

How does it work?

After connecting your Salesforce account with Lusha, you will be able to save every "shown" contact directly to Salesforce, either as a lead or as a contact (along with an account).

Lusha makes sure to keep your Salesforce data clean by avoiding unnecessary duplicates.

  • Lusha searches for an existing record first and if it exists, it updates it.
  • If there isn’t an existing record, it creates it and assigns it directly to the sales rep who saved it. Additionally, it indicates that Lusha is the lead source, so that your lead assignment rules can relate to that appropriately.

We know that Salesforce is a highly configurable environment and that every sales organization customizes to their own needs. So, Lusha provides field mapping customization tools to assure the data flows in a way that suits your needs.

For more information on field mapping and setup guide, please visit this article (setup) and this article (field mapping) 😀

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