Connect Salesforce
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Connect Salesforce to have a Ghost watch the LinkedIn posts of a campaign’s members and log each Find on the record as a note or a task. PitchGhost reads the campaign and writes to members already in it. It never adds people to Salesforce.
Connect Salesforce
Admins and owners connect Salesforce, on an active plan.
- Open Settings then Integrations.
- On the Salesforce card, click Add.
- Sign in to Salesforce and allow PitchGhost access.
Sync a campaign to a Ghost
The campaign feeds a LinkedIn user monitor Ghost through Smart Sync . The Ghost reads the campaign again each time it scans.
- Create or edit a LinkedIn user monitor Ghost.
- Under Users to monitor, click Smart Sync and choose Salesforce.
- Under Sync list, pick the campaign.
- Under Field bindings, match the name, company and LinkedIn URL fields to your Salesforce fields.
- Choose whether to turn on Enrich missing social fields?.
- Under Action on Find, choose a note, a task or Do nothing. For a task, set the Due date in days from now and, if you like, Assign to user.
- Click Link, then save the Ghost.
Members need a first name, last name and company, or a LinkedIn profile URL. The dialog shows the list requirements, including how many contacts sync.
What PitchGhost writes to Salesforce
After each scan, PitchGhost adds a note or a task to the member’s record for every new Find. With Enrich missing social fields? on, it also saves the LinkedIn profile URL it found to the field you bound as LinkedIn URL. It changes nothing else.
A Find is logged only when the post’s author matches a member of the campaign.
Reauthorize or remove Salesforce
When the card shows Update required, open it and click Re-authorize Salesforce.
To remove Salesforce, click Settings on the card, then Remove integration, then Remove. This removes Salesforce for every Ghost that syncs with it, and it cannot be undone.
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