CRM integration

Salesforce lead delivery

Connect your Salesforce org and each business day batch is created as Lead records, with mobile and direct dial in their own fields and a clear lead source.

Setup time

About one minute, self serve

What you need

An access token and your instance URL.

Delivery

One paced batch every business day

What lands

What arrives in Salesforce

  • Lead records created with company, industry, website and location.
  • Your own duplicate and assignment rules still apply.
  • Lead source set to LeadNumbers so reporting stays clean.

Setup

How to connect it

  1. 1Create a connected app in Salesforce with API access.
  2. 2Copy your instance URL and an access token.
  3. 3Paste both here, save, then send a test contact.

Credentials are stored encrypted, used only to write your own records, and never returned to a browser or an export. You can replace or remove them at any time, and pausing delivery keeps the connection saved.

Questions

Common questions

How long does it take to connect Salesforce?

About a minute. Paste the credential, save, then send a test contact and watch it appear in your account.

What fields arrive on each record?

Full name, job title, company, company website, industry, location, verified work email, mobile number and direct dial where we have one, plus a profile link and the match score behind the record.

Can I stop the push without losing my settings?

Yes. Pause delivery in the portal and your connection stays saved. Batches keep building and wait in your portal inbox until you switch it back on.

How are our credentials stored?

Credentials are written to encrypted storage on our servers and are never sent back to a browser, shown in a page or included in an export. You can replace or clear them at any time.

More

Other destinations

Dialing partner

Do not want to make the calls yourself?

LeadNumbers builds your list. Our dialing partner ColdCalls.Ca can call it for you. North American reps with 10 or more years of B2B sales experience call in your company name, handle gatekeepers and objections, and book interested buyers straight into your calendar. One blended rate of $1 per dial, prospect data included, with 3,000 dials a month as the recommended starting point.