How to Integrate Salesforce and Create Tasks and Leads Instantly in Kroolo
Unleash the potential of intelligent productivity with Kroolo. This tutorial illustrates how to integrate Salesforce with K foroolo immediate task and lead creation.
(A) Setting Up the Integration
1. Access Integration Settings
Go to Profile > Settings in Kroolo. Navigate to the Integration section.
2. Search for Salesforce
In the search bar, type Salesforce to locate the integration option.
3. Connect Salesforce
Click on Connect next to Salesforce to begin the integration.
4. Authorize the Connection
Follow the prompts to complete the authorization. A confirmation pop-up will appear upon successful connection.
(B) Creating a Lead in Salesforce
1. Start Creating a Lead
From your dashboard, choose Create Lead to start adding a new lead.
2. Select the Salutation
Choose the appropriate Salutation (e.g., Mr., Ms., Dr.) for the lead.
3. Enter First Name
Input the First Name of the lead.
4. Enter Last Name
Input the Last Name of the lead.
5. Provide Email Address
Enter the Email Address for the lead.
6. Enter Phone Number
Add the Phone Number of the lead.
7. Add Company and Title
Provide the Company and Title details for the lead.
8. Save the Lead
After entering all details, click on Save. Your lead is now added to Salesforce.
9. Verify Lead in Salesforce
To view your newly created lead, go to Sales > Leads in Salesforce.
(C) Creating a Task
1. Start Creating a Task
Choose Create Task to start adding a new task.
2. Enter Task Subject
Input the Subject of the task.
3. Set Task Status
Select the Status (e.g., In Progress, Completed) for the task.
4. Set Task Priority
Choose the Priority level (e.g., High, Medium, Low).
5. Select Due Date
Pick the Due Date for the task.
6. Add Task Summary
Enter a Summary that describes the task details.
7. Save the Task
Click on Save to finalize and create the task.
8. Verify Task in Salesforce
To view your newly created task, navigate to the Task section in Salesforce.
