Genoo & Salesforce.com Integration

Product Details

We put you in control of your lead nurturing activities -- so you choose how it’s best to connect and synchronize with your Salesforce.com account:

Features That Put You In Control of Lead Management:
Configure how Genoo sync’s with your Salesforce.com records:

Pull all lead and or Contact records from your Salesforce.com account into Genoo, or
Pull leads/Contacts from selected Campaigns in your Salesforce.com account and put into specific Lead Types within Genoo
Specify how leads should be passed to your Salesforce.com account:

Send them across as a lead only
Send them across as a lead and convert them to a contact
Send them across as a lead and convert them to a contact with an opportunity
Specify how you want to handle leads that may not have all the data Salesforce.com requires with their lead/contact records:

LastName
Organization
Both fields are required by Salesforce - so if your lead capture forms don’t ask for that specific information, you can tell us how you want Genoo to handle it, by either defining a default LastName and Organization to use when we send the records across, or to not send the records to Salesforce.com and instead put them into a specific Follow Up Queue within Genoo, so someone can get the proper information into those records so they go across accurately.