Search results for salesforce

6 articles found

• Salesforce CRM integration

  You can access Salesforce CRM integration via the STACKED Dashboard → App Connections page. Once you install the Salesforce CRM connector, STACKED can create Contacts during LinkedIn profile visits

• Installing Salesforce CRM Connector

  To install Salesforce CRM, go to the STACKED Dashboard, App Connections page, click the +Add Connection button and select Salesforce: You will see a consent screen requesting access. Once you grant

• New Salesforce fields created by STACKED

  When you install and configure the Dux-Soup connector by STACKED for Salesforce, several custom fields are automatically created to store LinkedIn profile information and STACKED data. The tables

• How to enable bulk STACKED actions in Salesforce Contacts list

  You can enable bulk STACKED actions in the Salesforce Contacts list if you have Salesforce Enterprise Edition. To do that, click on the Setup Menu gear icon and select 'Edit Object': Note that you

• How to install the STACKED Dux-Soup package or Connector NX for Salesforce CRM

  You'll need to install a Dux-Soup component to schedule STACKED actions directly from Salesforce CRM, such as updating contacts, messaging 1st-degree LinkedIn profiles, enrolling profiles in drip

• Supported CRM Connections

  The supported CRM Connections page is available within Dux-Dash for Turbo users. At present, Dux-Soup has direct integration with HubSpot, Pipedrive, Salesforce, Freshsales and SharpSpring. Read