In this article, you will learn how to integrate Optinly with Salesforce. Read and follow the below-mentioned steps to connect Optinly with Salesforce.
Here are a few things you should know before you start.
- If you are using any other Email Service Provider other than Salesforce, you can find the integration guide here .
- It is best when you integrate with your ESP when you are in the middle of creating a new campaign.
- When you are creating a campaign, you’ll come across the “Integrations” section which allows you to integrate with Salesforce.
You will be taken to the salesforce login page when you click the sales force integration symbol.
When you click salesforce, You will be taken to the salesforce login page, where you must login with your salesforce account to be linked to salesforce automatically.