Salesgear

Connect your Salesforce account to Salesgear so you can import leads and contacts and log activity back to Salesforce.

Go to <a href="https://app.salesgear.io/settings/crm" rel="nofollow noopener noreferrer" target="_blank">More → Settings → Integrations → CRM</a>.

Find Salesforce and click Configure.

Log in with your Salesforce credentials and grant permissions.

1. Go to <a href="https://app.salesgear.io/settings/crm" rel="nofollow noopener noreferrer" target="_blank">More → Settings → Integrations → CRM</a>.
2. Find Salesforce and click Configure.
3. Click Connect.
4. Log in with your Salesforce credentials and grant permissions.

Once connected, the General, Leads, Contacts and Owners tabs appear in Salesgear.

📌 Team admins save settings and disconnect. If the Salesforce card shows an upgrade badge, it isn't on your current plan: see <a href="https://app.salesgear.io/pricing" rel="nofollow noopener noreferrer" target="_blank">More → Pricing</a>, or contact support to turn it on.

📌 To disconnect, click Disconnect on the same page. This stops all current and scheduled sync jobs.

Connect Salesgear with Salesforce CRM

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Connect Salesgear with Salesforce CRM

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