Integrate Skrapp.io with your CRM (Salesforce version)

1) Overview

This support article is designed to guide you through the process of connecting your Skrapp.io account with various Customer Relationship Management (CRM) systems. Our native integrations allow for a smooth and automated synchronization of your enriched contacts directly into your existing CRM, eliminating the need for manual data entry.

2) Steps to integrate Salesforce CRM and Skrapp.io

1- Head to Skrapp’s Integrations page to find the app you wish to integrate.

2- Choose a CRM from the list. For this example, we’ll choose Salesforce. Select ‘Connect’ to enable contact sync in your Salesforce CRM.

3- Next, you’ll be redirected to the login page of your Salesforce CRM. Enter your login details to proceed.

4- After logging in, you’ll be prompted to allow Skrapp.io to connect with Salesforce. Click on ‘Connect app’ to initiate the integration process.

5- Once the integration is successfully enabled, you’ll be able to see the status on the Integrations page in your Skrapp web app.

You can now start syncing your Skrapp.io contacts in your Salesforce CRM (or similarly in another CRM you’re using!). Learn how to enable sync between your Skrapp.io contacts and Salesforce CRM below.

3) Methods to sync your Skrapp.io contacts in Salesforce

There are three ways to sync your Skrapp.io contacts in your Salesforce CRM.

Method 1: Syncing all contacts at once

1. Log in to your Skrapp app. Click the list name on the left menu that you wish to sync in your Salesforce CRM.
2. Next, click on ‘CRM Sync’ to choose a CRM from the drop-down menu (in this case, you’ll choose Salesforce). This will enable sync for all your Skrapp.io contacts to your Salesforce CRM automatically.

Method 2: Syncing selective contacts

1. In your Skrapp app, Click the list name on the left menu that you want to sync with your Salesforce account.
2. Next, select the checkbox for the respective Skrapp contacts that you want to sync.
3. Click on ‘CRM Sync’ to choose a CRM from the drop-down menu (in this case, you’ll choose Salesforce). This method ensures that only the selected contacts are synced in your Salesforce CRM.

Method 3: Syncing individual contacts

1. In your Skrapp app, Click the list name on the left menu that you want to sync with your Salesforce account.
2. Select an individual contact by clicking on the ‘+’ icon to expand the contact details.
3. Click the ‘CRM Sync’ option placed above the contact details. This method ensures that only the selected individual contact is synced in your Salesforce CRM.

Following these steps, you can create a seamless integration between Skrapp.io and your Salesforce CRM to support real-time contact syncing without hours of manual effort.

The above-described steps can be implemented in the same way to integrate other CRMs, for example, Skrapp.io’s integration process with HubSpot, Pipedrive, Outreach, and Zoho.

Got questions or need help? Let’s connect at support@skrapp.io!