Connecting to Salesforce

Connecting to Salesforce is the first step in integrating the two systems. Learn about the difference between team-level and user-level Salesforce connections

3 minute read

Mapping Data to Salesforce

Learn the basics of mapping Qualified Lead fields to Salesforce Lead fields, supported data types, and how hidden field information like Lead Source and UTM parameters mp to Salesforce Leads.

5 minute read

Using Your Salesforce Sandbox

In this guide we'll walk you through how to connect to your Salesforce Sandbox for testing and some of the limitations you might run into.

3 minute read

Creating Leads and Opportunities

Understand how sales reps use Qualified to create Leads and Opportunities in Salesforce. Better understand the Salesforce Lead to Opportunity conversion model.

5 minute read

Conversation Recordings

Conversations your reps have with qualified leads are store on Salesforce Lead and Opportunity records. Learn about how the data is stored and what the conversation activity looks like.

3 minute read