Connect your Salesforce CRM to your Seamless.AI account in just a few steps to easily import your new Seamless.AI leads directly into your CRM platform!
Right now, we have a native integration with Salesforce released, and a robust integration roadmap in place for the near future, including integrations with other popular CRMs. Looking to connect your Hubspot CRM? Check out this article.
Add Seamless.AI to SalesForce CRM
1. Login to Seamless.AI web app
2. Access Seamless.AI settings, click your user name (at top right)
3. Select Add to CRM from the drop-down list or use the Add to CRM link here
4. Follow the on-screen instructions to connect your SalesForce account.
5. A new window will appear. Enter your Login to your SalesForce account to complete setup.
6. You will notice a green checkmark appear (top right) that indicates SalesForce is successfully connected.