Integrating with Salesforce
Connecting to Salesforce
After signing in to your Emailable account, click the "Get Started" button. A new modal will appear requesting you select a source.
Click the Salesforce option to sign into your Salesforce account and grant permission to Emailable.
Verifying Salesforce Contacts or Leads
Once access has been granted, you'll be prompted on your Emailable dashboard to select a source from your existing Salesforce contacts or leads.
After importing the list, click "Begin Verification" and watch your emails verify in real time. Once verification is complete, click "View Results" to view and analyze the health of your Salesforce data.
Export Data Back to Salesforce
In the results page, you'll find the Export tab at the top of the dashboard. A new modal will appear showing the option of including/excluding specific verification categories and filters in your export. After making your selection, click "Send To Salesforce"
You'll receive a notification that the export is being sent to Salesforce, and you'll receive an email notification once the export is complete.
If you have any questions about this process, do not hesitate to reach out to support@emailable.com
After signing in to your Emailable account, click the "Get Started" button. A new modal will appear requesting you select a source.
Click the Salesforce option to sign into your Salesforce account and grant permission to Emailable.
Verifying Salesforce Contacts or Leads
Once access has been granted, you'll be prompted on your Emailable dashboard to select a source from your existing Salesforce contacts or leads.
After importing the list, click "Begin Verification" and watch your emails verify in real time. Once verification is complete, click "View Results" to view and analyze the health of your Salesforce data.
Export Data Back to Salesforce
In the results page, you'll find the Export tab at the top of the dashboard. A new modal will appear showing the option of including/excluding specific verification categories and filters in your export. After making your selection, click "Send To Salesforce"
You'll receive a notification that the export is being sent to Salesforce, and you'll receive an email notification once the export is complete.
If you have any questions about this process, do not hesitate to reach out to support@emailable.com
Updated on: 10/11/2024
Thank you!