Intent of the article:
The purpose of this article is to illustrate how to add contacts to Salesforce from the contacts section of Salesgear.
Why add contacts to your CRM?
Adding contacts from Salesgear to a CRM is much more efficient than importing contacts manually to the CRM. Moreover, when you add a specific contact from Salesgear to Salesforce, all the associated data are also synced.
You can also choose to add your contacts as either leads or contacts in Salesforce. This way, no factors disrupt your workflow on Salesgear as well as you get to update your CRM simultaneously.
Steps to add contacts to Salesforce:
Click on the ‘contacts’ icon in the vertical side menu bar.
Select all or only the specific contacts using the check box available before the name and email address of the contacts.
Click on the ‘more options’ icon (three vertical dots) available above the contacts list.
Select the ‘add to salesforce’ option with the Salesforce logo.
Choose how you want the contacts to be in Salesforce - either as leads or contacts, using the radio buttons available with the respective options.
Click ‘submit’.
Your contact will be uploaded to Salesforce successfully.
Note: Make sure to connect Salesgear with Salesforce to avoid any errors. You can check this article to know how to integrate both.