Connect Salesforce

Before you start

Open the Apps, integrations, API, and webhooks area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open Apps, integrations, API, and webhooks

Go to the Apps, integrations, API, and webhooks area and confirm you are in the correct workspace before making changes.

Connect Salesforce: Apps, integrations, API, and webhooks starting screen — Connect Salesforce

Step 2

Complete the main action

Connect Salesforce where available and prepare CRM sync expectations.

Connect Salesforce: Main workflow state — Connect Salesforce

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Connect Salesforce: Result or confirmation state — Connect Salesforce

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use connect salesforce?

Use this guide when you need to understand or complete this workflow inside Apps, integrations, API, and webhooks. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Automate workUse agents where review still matters

Let agents research, enrich, or draft work, then review outputs before they affect your workspace.

Learn agents

See it in the productSee Integrations