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Automate lead import & enrollment with Salesforce
Automate lead import & enrollment with Salesforce

Automatically enroll Salesforce leads to Saleswhale and re-engage leads with campaign orchestration

Gabriel Lim avatar
Written by Gabriel Lim
Updated over a week ago

Our new two-way Salesforce integration makes it easy to nurture, re-engage and convert leads to sales opportunities with Saleswhale AI.

You can create multiple campaigns to let your AI reach out to Salesforce leads automatically.

Why re-engaging leads from Salesforce?

On average, 95% of marketing-generated leads end up sitting in Salesforce without any sales interaction. There’s also a huge missed opportunity from marketing leads that are touched by the sales team once and never get followed up again.

With Saleswhale - Salesforce integration, your marketing team now can easily give your AI qualified leads that have not been closed from your sales teams.

Here are some common workflows you can design with Saleswhale to make sure all leads are being followed up by Saleswhale AIs, maximizing their chance to be converted into a sales opportunity.

Automatically re-engage with website inbound leads

  • Create a Salesforce report with filters to include leads from the website inbound form

  • Enroll the report to a Campaign in Saleswhale using the Salesforce connection

  • Launch campaign to let Saleswhale AI emails and qualify leads for your sales team

  • Create another Salesforce report with filters to include leads that are reached out by the AI and your sales team. Those leads should be the ones who have not turned into sales opportunities yet.

  • Enroll the new report in another Saleswhale campaign

  • All of your leads will get followed up with and re-engaged so you can get more sales-qualified opportunities.

Automatically invite people to your webinar and follow up with attendees right after the webinar to get the maximum ROI.

Your marketing and sales team can also collaborate together to:

  • Invite your prospects or dormant leads from Salesforce to an upcoming webinar using Webinar Invitation Playbook.

  • Segment your webinar leads into 2 reports in Salesforce: people who attend the webinar and people who skip the webinar.

  • Create 2 separate campaigns in Saleswhale for each segment using Post Webinar Follow up and Post Webinar with Low Intent Playbook.

  • Enroll each Salesforce report to the respective Saleswhale campaign. Schedule the campaigns to run after the webinar.


To enable Saleswhale re-engagement with Salesforce, you must have the following requirements to first connect Salesforce to Saleswhale:

  • A Salesforce account with admin permissions.

  • A Salesforce edition with API access, such as the Enterprise and Unlimited editions.

Note: There are 3 Salesforce editions that don’t have API access: Contact Edition, Group Edition, and Professional Edition. You can purchase API access as an add-on to the Professional Edition.

Here’s how it works to connect a Salesforce report to a Saleswhale campaign:

  1. Integrate Saleswhale with Salesforce and map relevant fields

3. Connect a Salesforce report to a Saleswhale campaign

4. Review results with Salesforce lead table

Frequently asked questions

Why do I see some leads with errors in my campaign using Salesforce report?

You might see leads with Import Error or Enrolment Error in the Salesforce review table when the Saleswhale system is not able to enroll lead to the campaign.

To understand what causes the errors and how to fix them, check out this guide here.

What happens to a campaign using Salesforce reports when my account runs out of quota?

We will queue the leads from your reports and re-start the conversation next month when your account’s quota resets.

I have 2 Saleswhale accounts connecting to the same Salesforce instance. How would this work?

You will be able to enroll leads from your Salesforce to more than 1 AI Assistant in Saleswhale.

There might be a chance a lead could be reached out by 2 AI Assistants at the same time. It might happen if a lead belongs to Salesforce reports used for both AIs. We recommend your campaign managers coordinate the report set up to avoid the situation.

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