Salesforce is a leading CRM platform. Blinq allows you to easily export and sync your contacts to Salesforce.
Supported Features
Add or update individual or multiple contacts
Sync contact updates automatically
Track meetings between Blinq users and contacts
Note:
To access the Salesforce integration, you will firstly need to ensure that you have an active Blinq Enterprise account. This is activated upon special request, so please contact your account manager if you are looking to set this up for your workspace.
You'll also need to ensure that you have at least one company contact in your workspace before you begin. Check out our Managing Team Contacts guide for the steps on how to add one if you have not already done so.
Your Salesforce account also must have System Admin permissions to authorize contact sync.
Connecting Blinq to Salesforce
Log in to the Blinq dashboard.
From the left-hand menu, click Integrations.
Go to the Export Contacts tab.
Under the Salesforce icon, click Connect.
Choose Use my credentials (recommended).
Enter your Salesforce subdomain and click Next.
Click Open window and sign in to Salesforce.
After signing in, close the pop-up window.
Click Finish Setup.
Choose to:
Export contacts as Leads or Contacts
Enable or disable automatic syncing and exports
Note:
Blinq requests API, refresh token, and custom permission scopes.
Customizing your Salesforce integration settings
After connecting:
Automatically export new contacts: Enable auto-sync new Blinq contacts to Salesforce.
Automatically sync updates: Enable to automatically push contact updates to Salesforce.
Settings can be adjusted at any time from the integration settings screen.
Manually exporting contacts to Salesforce
To manually export:
Go to the Contacts page in Blinq.
Click Export Contacts.
All new contacts will be pushed to Salesforce.
Note:
Already-exported contacts will be updated, not duplicated.