- First, you need to register in ApiX-Drive
- Choose what data to transfer from LeadPlan to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from LeadPlan to Salesforce CRM
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Integration LeadPlan + Salesforce CRM
Connect LeadPlan and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of LeadPlan and Salesforce CRM yourself, without programmers
Other available integrations
LeadPlan (154 available connectors)
Salesforce CRM (246 available connectors)
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Automation capabilities of
LeadPlan and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from LeadPlan to Salesforce CRM.
Transmit data at specified intervals from LeadPlan to Salesforce CRM.
Data source: LeadPlan, available actions:
- Get DATA
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of LeadPlan and Salesforce CRM
How is integration of LeadPlan and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate LeadPlan with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside LeadPlan and Salesforce CRM
Information about LeadPlan
LeadPlan service provides the ability to place widgets on the site in order to collect visitor contacts and increase conversion. The widgets have an original responsive design, are compatible with any browsers, are protected from bots and have a mode for fine-tuning the layout, styles, functionality and content. LeadPlan also develops custom-made widgets with a full range of services: design, layout, customization, testing and management. In addition, the service easily integrates with popular internet marketing platforms: MailChimp, SendPulse, SendSay, WebHooks, GetResponse and others. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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