Salesforce CRM integration
You can access Salesforce CRM integration via the Dux-Dash CRM Connections page if you have Dux-Soup Turbo or Cloud.
Once you install the Salesforce CRM connector, Dux-Soup can create Contacts during LinkedIn profile visits or automated drip campaign actions.
Options overview:
- Do not create & update Contacts from profile views
Dux-Soup will not create Contacts in Salesforce.
- Create & update Contacts from connected profiles
Dux-Soup will create Contacts only when you manually visit a 1st-degree connection or Dux-Soup is executing any of the post-connect actions from a drip campaign.
- Create & Update Contacts from Tagged Profiles
Dux-Soup will create Contacts if the profile is already tagged, and the tag matches the one you have entered in the CRM Connector. You can select tags from a list to include or exclude in a workflow.
- Create & Update Contacts from Connected and Tagged Profiles
Dux-Soup will create Contacts if the profile is already tagged, the tag matches the one you have entered in the CRM Connector, and the contact is your 1st-degree connection. You can select tags from a list to include or exclude in a workflow.
- Create & update Contacts from all profile views
Dux-Soup will record or update all LinkedIn profiles when you manually visit profiles on LinkedIn or when Dux-Soup runs any drip campaign actions.
Here's how the Contact record created by Dux-Soup looks in Salesforce:
Along with recording Contacts, your Dux-Soup can do the following:
-Create Chatter for new LinkedIn connections - add a chatter to the Contact page once the connection request is accepted on LinkedIn.
-Create Chatter for LinkedIn messages - add a chatter to the Contact page once the message is received on LinkedIn.
-Update Contact after connecting - create or update the contact in your CRM once a connection is made.
-Update the Contact name from LinkedIn - change the contact name in Salesforce to the name on LinkedIn.
You can also run Dux-Soup actions directly from CRM such as: 1) update the contact, 2) message the 1st-degree profile on LinkedIn, 3) enroll the profile in a drip campaign, and 4) send a connection request.
The mentioned actions are available if the contact has both the LinkedIn profile URL and LinkedIn ID fields populated after you add a custom Dux-Soup Connector component to the Contact page in Salesforce.