How do I Sync my RocketReach account with Salesforce?



  • Login to your RocketReach Account
  • 'Account' Tab 'Salesforce Sync' > 'Connect to Salesforce' 
  • Login to Salesforce (if you are already logged into Salesforce RocketReach will begin to sync automatically).
  • Once connected, your RocketReach account will automatically sync new contacts with Salesforce each time you use it. 
  • Contacts are brought into Salesforce as leads which can then be converted as needed.
  • Salesforce Sync is available with the Silver plan or higher

 

**Please note that our Salesforce sync feature will only work with the following editions of Salesforce.

  • Enterprise Edition
  • Unlimited Edition
  • Performance Edition (requires upgrade to paid Salesforce feature)

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Watch our quick Salesforce Synchronization Demo.

Have more questions? Talk to us