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 VWO

Last update on August 11, 2020

VWO
CRMs Zoho CRM

Last update on March 25, 2020

Zoho CRM
Chat Zoho SalesIQ

Last update on November 19, 2020

Zoho SalesIQ
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
Leads by Day
Analytics & Insights Leads by Day

See which days of the week drive the most business, and how this changes over time.

Assign Sales Value
Lead Management Assign Sales Value

Calculate marketing ROI.

Filter/Group by Custom Field
Lead Management Filter/Group by Custom Field

Different businesses may need different data fields, and WhatConverts knows that.

Filter/Group by Campaign & Keyword
Lead Management Filter/Group by Campaign & Keyword

Apply filters to group leads by specific keywords or campaigns to quickly see the results of your ad spend.

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
Ad Platforms Google Ads (Adwords)

Last update on May 20, 2020

Google Ads (Adwords)
Text Messaging Sakari SMS

Last update on June 19, 2020

Sakari SMS
Chat Zoho SalesIQ

Last update on November 19, 2020

Zoho SalesIQ
ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support