How do I integrate my Shoeboxed and Salesforce accounts?
Shoeboxed offers two options for you to send your business card contacts to Salesforce.
Using a CSV File
- Download a CSV file of the contacts you want to export to Salesforce.
- To import as Leads, go to the Leads tab in Salesforce and use the Import Wizard to import your contacts.
- To import as Companies & Contacts, go to the Contacts tab in Salesforce and use the Import Wizard to import your contacts.
OneSaas allows you to automatically push your Shoeboxed contacts and sales leads into Salesforce. For instructions on how to integrate Shoeboxed with OneSaas, please click here.