RainKing’s Salesforce Connector allows your to export Leads, Accounts and Contacts from RainKing to your Salesforce with the push of a button.
Steps to Setup:
In RainKing when viewing any individual Person, Company or grid of People and Companies, select the Salesforce icon on the record or at the top of the list.
If exporting people select to “Export as Lead” or “Export as Contact” (if those options are available to you) from the Salesforce drop-down. If exporting Companies just select the Salesforce icon to send the Company as an Account to your Salesforce.
After selecting the icon to send the record to Salesforce, RainKing will launch a new browser tab.
Click the “Detect Duplicates” button.
Click to “Send Record to Salesforce”.
RainKing will return a view showing the status of the records sent to Salesforce.
Click the blue arrow to view the record in your Salesforce.