Browse Help Center
Browse Help Center
Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations
Landing Pages & Site Builders Instapage

Last update on March 25, 2020

Instapage
Forms Elementor Contact Forms

Last update on March 25, 2020

Elementor Contact Forms
Ad Platforms Google Analytics

Last update on March 25, 2020

Google Analytics
Help Center Integrations Salesforce Integration

Viewing Leads in Salesforce and Merging Duplicates


1Go to Salesforce to see the data from the test lead you created when you Connected WhatConverts to Salesforce. Log in to your Salesforce account, and click the "Leads" Tab.

Salesforce Merging Duplicate Leads

2You will now be able to view all Recent Leads. The lead we generated by calling the tracking number on our demo website from Part Two will appear on the page. Click on this lead to additional lead information, such as address or contact information. When finished, click "Save".

Checking your Leads in Salesforce

Viewing Lead Details in Salesforce

3We need to find and merge any duplicate leads. Click "Find Duplicates" on the screen to search for duplicates.

Additional Lead details to Find and Merge Duplicates

4Under the Matching Leads menu, you can now see all duplicates. Select the duplicates you'd like to merge, and click "Merge Leads".

Merge Duplicates in Salesforce

5Do a visual review to make sure all the selected information is the information you would like to use. When satisfied, click "Merge".

Merge Salesforce Duplicates

6Repeat this process until all duplicate leads have been combined. Moving forward, lead information has been condensed, allowing you to more effectively use your data.

Was this page helpful?
👍Yes
👎No
Request a Live Demo
Get a FREE presentation of WhatConverts

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

Request a Live Demo
Whatconverts Features for your Business
Call Whisper
Lead Tracking Call Whisper

Give your salespeople lead tracking info before they even talk to the customer.

Export All Data
Lead Management Export All Data

Download or send your entire data set with one click.

Call Flows - Post Call Qualification
Lead Tracking Call Flows - Post Call Qualification

Allow your people to qualify incoming calls as leads as soon as the call ends.

Multidimensional Reports
Analytics & Insights Multidimensional Reports

Quickly select which information you want to see in a chart and produce a clear report.

Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations
Forms Hubspot Forms

Last update on March 25, 2020

Hubspot
Forms Calendly

Last update on March 25, 2020

Calendly
Forms JivoChat

Last update on April 16, 2020

JivoChat
ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support