Get a 1:1 Demo
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
    Ad Platforms Google Ads (Adwords)

    Last update on July 22, 2022

    Google Ads (Adwords)
    Calendars and Bookings Calendly

    Last update on July 21, 2022

    Calendly
    Ecommerce Squarespace

    Last update on September 1, 2022

    Squarespace
    Help Center Integrations Salesforce Integration

    Viewing Leads in Salesforce and Merging Duplicates


    1Log into Salesforce. Click "Leads" and review the data from the test lead you created in the Sending Phone Call Leads to Salesforce or Sending Web Form Leads to Salesforce step.

    2Click on the lead to add or edit any lead information, such as address, contact information, email addresses (from Phone Call leads). When finished, click "Save".

    Salesforce Lead Example

    3In the right panel of the Lead Information Page, if potential duplicates are found, click "View Duplicates".

    View Salesforce Duplicates

    4In the View Duplicates pop-up, check the boxes next to the duplicate leads. Click "Next". Compare the leads side-by-side and choose the Master lead data. Click "Next".

    Compare leads

    Confirm the merge and click "Merge".

    5Repeat this process until all duplicate leads have been combined.

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    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 your sales reps to more effectively use your data.

    Was this page helpful?
    👍Yes
    👎No
    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.

    Get a 1:1 Demo
    Whatconverts Features for your Business
    Call Transcription
    Lead Tracking Call Transcription Software

    Read details from your calls without the need to listen to the entire call recording.

    Call Flows - Simultaneous Dialing
    Lead Tracking Call Flows - Multi-Ring (Simultaneous) Dialing

    Route calls to multiple destination numbers at once using multi-ring functionality.

    Call Flows - Scheduled Hours and Holiday Routing
    Lead Tracking Call Flows - Scheduled Hours and Holiday Routing

    Reroute calls that occur outside your active business times.

    Call Flows - Geographic Call Routing
    Lead Tracking Call Flows - Geographic Call Routing

    All incoming calls will be directed to the business location closest to the caller.

    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 July 22, 2022

      Google Ads (Adwords)
      Calendars and Bookings Calendly

      Last update on July 21, 2022

      Calendly
      Ecommerce Squarespace

      Last update on September 1, 2022

      Squarespace
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support
      G2 Users Love Us Badge
      G2 High Performer Badge
      G2 High Performer Small Business Badge
      G2 Momentum Leader Badge
      G2 High Performer Europe Badge