Follow this guide for step-by-step instructions on using PhantomBuster’s Salesforce CRM Enricher to send lead data into your CRM.
Connect PhantomBuster with Salesforce
You can send data from PhantomBuster to Salesforce using the Salesforce CRM enriched.
- Log in to your PhantomBuster account and navigate to your Dashboard.
- Locate the Salesforce CRM Enricher in the Solutions tab using the filters.
- Choose the data type you wish to export in the Data to export step.
- Enter your Salesforce credentials (username, password and security token) in the Connect to Salesforce step.
💡 Here's how to find your Salesforce security token, reset it and get it sent to you via email.
⚠️ Organizations created in summer 2023 or later must Toggle the “Allow OAuth Username-Password Flows” option under “OAuth and OpenID Connect Settings“ page.
5. Select the behavior of the automation by choosing how to handle the [data.](http://data.You) You have three options:
a) Only create new entries
b) Only update existing entries
c) Both create new and update existing entries
6. Adjust the Launch settings for when and how often the Phantom should run.
7. Click Save, and you are all set.
What data can I send to Salesforce?
You can use the Salesforce CRM enricher Phantom to send leads or company data from PhantomBuster lists or output files. Input options include:
- My Lists: Use your LinkedIn leads list as input.
- A URL: Use the URL of a publicly available spreadsheet.
- My Phantoms: Chain two Phantoms, using one Phantom’s results as input for the next.
⚠️ Lead data must include an email address.
⚠️ Company data must include the company name.
Basic data fields will be mapped automatically in the setup. You can also add custom fields in Salesforce, and the Phantom will recognize these during the setup.
Related guides
How to Find and Use Session Cookies
How to Schedule Automatic, Repeated Launches
How to Chain Phantoms and Flows to Create Automated Sequences
Understanding Automation Rate Limits Across Social Media Platforms
You can contact Support at any time for additional details on your PhantomBuster workspace.