V1CE + Salesforce Integration
Sync V1CE leads directly into Salesforce using auto or manual workflows.
This guide shows you how to connect your Salesforce account to V1CE. Once connected, your team can automatically or manually send leads collected via the V1CE app or dashboard straight into Salesforce as leads.
Fields Automatically Synced
When connected, V1CE will send the following fields into your Salesforce Leads module without needing any manual mapping:
- First name
- Last name
- Email
- Job Title
- Company name
- Phone number
- Notes
- Lead Source: V1CE
- Lead Owner (the user who collected the lead in V1CE)
Step 1: Connect Your Salesforce Account
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Open the Integrations tab in the V1CE dashboard and click the Salesforce tile.
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Click Connect. If you’ve previously connected Salesforce, the button will say Configure instead.
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Log in to your Salesforce account using admin credentials. After signing in, click Allow to grant access to the V1CE integration.
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Once access is granted, the button in the pop-up will update to Connected. You’re now ready to choose your sync workflow.
