Sync SalesForce contacts with your Plumb5 account

Integrating Salesforce contacts

You can synchronize your SalesForce contacts by just configuring the API access and token. The contacts will be available in Plumb5 Contact base, where you can start engaging them through mail and onsite campaigns. Now, you have access to the contacts behavior and social preferences. You can segment your contacts based on behavior and run personalized campaigns to monitor responses.

Setting it up

Log in to your Plumb5 account and click on the manage account link to get to the configuration tab

Select SalesForce from the dropdown menu. Add a name and enter your credentials to access the API, along with the security token. (How to get security token )

Sales Force Configuration in Plumb5

Once, you have configured, click on the manage link to get the sync data dialog, as shown in the screenshot

Sync with Sales Force

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