Salesforce

Send the companies Fundz finds, and the right people at them, straight into Salesforce.

When a company in your market raises money, hires a new leader or gets acquired, you should not have to copy it into your CRM by hand. With Salesforce connected you can:

• Push one company from its company page or from your Daily Leads, together with its contacts.
• Push a whole list. On a filtered list such as fundings, executives, acquisitions or companies, click Push to Salesforce to send every matching company and its related contacts. You get an email when it is done.

Connect Salesforce

Salesforce connects through a Connected App in your own Salesforce org, so it needs a few details from your Salesforce admin: your Salesforce domain (it looks like your-domain.my.salesforce.com) and the app's Consumer Key and Consumer Secret.

1. Email support@fundz.net and say you want to connect Salesforce. We will walk you and your admin through it on a short call.
2. Once connected, the Salesforce card under Account, Integrations & Alerts, Integrations shows your Salesforce domain.

Push companies to Salesforce

• From a company page: click the Salesforce icon. Its tooltip reads Push to Salesforce, and it confirms with Pushed to Salesforce.
• From Daily Leads: use the same Salesforce icon on a lead.
• From a filtered list: set your filters, click Push to Salesforce, check the number of companies in the confirmation, and confirm.

Ideas for your team

• Build a Salesforce report of accounts Fundz pushed this week and review it with your team.
• Use a Salesforce flow to create a task for the account owner when a pushed account lands.
• Follow up with SmartSend, which drafts an email that references what just happened at the company.

Troubleshooting

If the Salesforce card says your org uninstalled Fundz, or a push does not arrive, email support@fundz.net and we will reconnect it with you. Using HubSpot instead? See HubSpot.