Salesforce import
Individual users can push people from Sumble directly into Salesforce as Contacts or Leads. This is separate from the enterprise Salesforce package integration — it's a per-user feature for sending individual records to your Salesforce instance.
How it works
Navigate to a person's profile on an organization page
Click the Send to Salesforce button
Choose whether to create a Contact or a Lead in Salesforce
Review the details and confirm
The person's name, title, organization, and LinkedIn URL are sent to your connected Salesforce instance. If your admin has configured custom field mappings, additional fields may be included.
Setup
Salesforce import needs to be enabled for your organization by an admin. The setup involves:
Connecting a Salesforce account from Account Settings with OAuth
An admin enabling the import feature for your organization
Once connected, the Send to Salesforce button appears on person profiles throughout the platform.
Contact vs. Lead
Contact — Use when the person is associated with an existing Account in your Salesforce
Lead — Use when you want to create a new lead record for follow-up
Your admin may have disabled one of these options depending on your team's Salesforce workflow.
Enterprise Salesforce integration
For bulk data delivery, bi-directional sync, and enrichment of your Salesforce data, see the enterprise Salesforce package integration.
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