Create | Login to your account with Salesforce CRM >> Authorized to Salesforce >> Field Mapping >> Add to CRM >> Done! 

How To Integrate Salesforce With Clodura?

To begin with, create an account with Salesforce CRM.

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Login To Your Salesforce Account

With your paid version of Salesforce account, login with your existing email id. Next, authorize your Salesforce account with Clodura.AI.

Login | Authorize Salesforce to Clodura.AI Suite

  • Login to Clodura.AI suite
  • Go to Setting -> CRM Integration
  • Authorized to Salesforce (Click on “Authorize” button down to Salesforce logo.)
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Salesforce Field Mapping with Clodura

  • Now Map your contacts and company fields.
  • Click on “Mapping” button, you can see the mapping button down side of Salesforce logo, next to “Authorize” button.

Field Mapping for Salesforce

  • Company Field Mapping and Contact Field Mapping section opens up.
  • Company Name, Name and Email are mandatory fields (Note: No two fields should be same).
  • Click on “Save” button.
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Enable Your Salesforce Account

  • Now enable your sales force account (Click on radio button to make it enable).

Select the Companies/Contacts

In order to add the companies and contacts to the CRM, finalize and select the companies/contacts. Next, click on “Add to CRM” button.

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Select Owner for Salesforce

  • Now, You can see the owner list.
  • Select owner and click on “Ok” button.

All Done! See all your Companies & Contacts

  • Finally, you can see all your Companies & Contacts in your Salesforce account integrated with Clodura.AI.
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