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3Solitudes
How to integrate my user base into SalesForce?
I have a website that acts as a community for a specific professional marketplace. How do I add all the professionals that are registerd onto my site into sales force. (I have a sales force/onesource account intelligence user account)
So essentially if a new user registers onto my site
Ex: Mark Smith, CFO of XZY LLC
How do I make sure (short of manually adding him) that this user gets onto SalesForce so that when I log in next time, I can do my sales campaign and assign sales task for him as well?
(Just to clarify - I am not saying that I want Mark Smith to have access to sales force, but that when I log into sales force, I should be able to search on him and have one record of all my prospective clients.)
Thanks in advance.
Web-to-Lead will register a site visitor as a Lead in Salesforce.
If the user needs to retain a membership identity on your site after the initial Lead registration, and even after you've converted them to a Contact, you'll need a CMS that is integrated with Salesforce. This is a common scenario we address in i-Dialogue.