How to integrate Salesforce with Controlhippo?

Modified on Wed, 15 May at 5:14 AM

Steps to Integrate Salesforce

Step 1: Log in to your controlHippo account.

Step 2: Open the Integration page.

Step 3: Click on the "integrate" button of Salesforce.

Step 4: A pop-up box will appear where you need to enter your salesforce account URL.

You will find the URL in the profile section of your Salesforce account.

Step 5: Enter the URL in the input field of the pop-up. Click on the "Add to Salesforce" button.

[Note: make sure to add https:// before the URL for successful integration.]

Step 6: Your integration with Salesforce is completed.

Step 7: Now go to the chat list page and start a conversation with the contacts.

Step 8: Now open your Salesforce account and go to the lead section. You can see the lead of that contact has been made.

Step 9: click on the lead to open it. you can see in the activity the message activity has been synced. of that contact.


ControlHippo Chrome Extension:

You can directly message the contact from your salesforce account with the help of the Controlhippo Chrome extension.


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