Overview
Connect Lensmor with Salesforce to bring event prospecting into your CRM workflow. Review relevant people in Lensmor, choose the contacts you want to take forward, and export them to your connected CRM.
From event research to CRM follow-up
Build a focused audience around the events that matter to your team. Use the Salesforce integration to move selected contacts into the CRM where your team manages relationships and follow-up.
CRM context in Lensmor
The integration also makes connected Salesforce CRM snapshot information available in Lensmor. Visibility follows the connection and sharing settings in your Workspace.
Get started
- Open Integrations in your Lensmor Workspace and choose Salesforce.
- Complete the connection steps shown in Lensmor.
- Review the event contacts you want to export and select the connected Salesforce destination.
- Review the export result and continue follow-up in Salesforce.
Plan your workflow
For help connecting Salesforce or choosing the right workflow for your team, book a demo with Lensmor.
