Cardinality + Salesforce integration

Automatic lead generation with Salesforce

Your sales team knows the importance of logging every interaction, and the the Cardinality + Salesforce integrations helps track in-person meetings. When you connect your Salesforce account to Cardinality, each visitor becomes a new lead when they sign in. And if the visitor is a current lead, their visit will appear in their activity history.

Benefits
  • red checkAutomatically capture each visitor as a lead in Salesforce
  • red checkGenerate more leads
  • red checkReduce manual data entry into Salesforce

Requirements

  • Cardinality account, Premium Plan and above
  • Salesforce account, Enterprise Plan or Unlimited Plan
  • Salesforce Administrator privileges

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