Streamline Your Sales Process with Leadmonk and Salesforce

In today's fast-paced business environment, efficiency is key. Leadmonk, a powerful sales automation platform, seamlessly integrates with Salesforce Sales CRM, offering a streamlined solution for lead qualification, routing, and meeting scheduling. Automating these processes can significantly improve your sales efficiency and conversion rates.

Leadmonk helps revenue teams convert leads into meetings by qualifying, routing, and scheduling in real-time from anywhere — be it your web form, cold calls, campaigns, and more.

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Leadmonk's Salesforce Integration

The Leadmonk-Salesforce integration offers a seamless synchronization of data and actions, ensuring your sales team remains efficient and informed.

Here's a breakdown of the integration's key functionalities:

What Can the Integration Do?

The Leadmonk and Salesforce integration offers a wide range of functionalities to streamline your sales processes:

• Create Contacts: Automatically create new contacts in Salesforce based on meeting schedules or inbound forms.
• Create Leads: Generate new leads in Salesforce for potential customers.
• Create Accounts: Establish new accounts in Salesforce for companies or organizations.
• Create Opportunities: Create sales opportunities associated with leads or contacts.
• Create and Update Engagements: Automatically create or update meeting records in Salesforce.
• Update Contact Owner: Assign ownership of contacts to specific sales representatives.
• Update Lead Owner: Assign ownership of leads to appropriate sales team members.

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How the Integration Works

The integration operates seamlessly to sync data between Leadmonk and Salesforce:

• Lead Creation: When a lead schedules a meeting or submits an inbound form, Leadmonk checks for an existing account in Salesforce based on the invitee's email domain. If no matching account is found, a new lead is created.
• Contact Creation: If a matching account is found, Leadmonk searches for a matching contact within the account. If no match is found, a new contact is created.
• Account Creation: If no matching account exists, Leadmonk creates a new account.
• Opportunity Creation: If a matching account is found, Leadmonk searches for an open opportunity. If none is found, a new opportunity is created.
• Owner Updates: The meeting host is automatically assigned as the owner of the corresponding lead or contact.
• Engagement Updates: When a meeting is scheduled or updated in Leadmonk, the corresponding engagement record is created or updated in Salesforce.
  • When a lead schedules a meeting through Leadmonk, it will create a new meeting in Salesforce for that contact.
  • The meeting title will have the format Meeting-Leadmonk: {Event name} in Salesforce.
  • When a meeting is canceled or rescheduled by either party, the activity will be updated in Salesforce and both parties will be notified.
  • Canceled meetings will update the activity as Meeting - [Canceled] Leadmonk: <event name> in Salesforce. The activity does not disappear, giving you a complete history of activity for the account.
  • Meetings marked for no-show will update the activity as Meeting - [No-show] Leadmonk: <event name> in Salesforce.

Note: The specific integration behaviour can be customized through the CRM Integration Preferences in Leadmonk.

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Getting Started: A Step-by-Step Guide

1. Prerequisites: Ensure you have a Salesforce Enterprise or higher edition and admin privileges. Both Leadmonk and Salesforce accounts must use the same email address.
2. Enable API Access: Activate API access in your Salesforce account to allow integration.
3. Connect Leadmonk and Salesforce: Log in to your Leadmonk account, navigate to the Integrations page, and select Salesforce. Follow the on-screen prompts to authenticate and connect.
4. Configure Integration Settings: Customize options like lead creation, contact creation, account creation, opportunity creation, engagement updates, and contact/lead owner updates.

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Additional Tips

• Optimize account identification: Choose between finding accounts with matching contacts or matching websites.
• Customize field mapping: Map form properties to Salesforce Lead/Contact properties for more granular data synchronization.
• Leverage inbound router integration: Automatically route leads to the appropriate sales reps based on Salesforce data.

By leveraging Leadmonk's integration with Salesforce, you can streamline your sales process, improve lead management, and gain valuable insights into your sales pipeline.

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Instantly Qualify, Route and Schedule your Leads using Leadmonk

1. Instant Lead Qualification

Build a real-time lead qualification track that assesses leads based on their self-provided information and enriched data. Qualify inbound leads without relying on SDRs or BDRs. Lead to demo in zero touch points. Eliminate friction and increase your conversion rate.

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2. Real-time Lead/Meeting routing

Route and assign leads to the right sales reps, at the right time using round-robin, account-based, or territory-based distribution. Route leads quickly and accurately from all GTM channels including inbound, outbound, account-based, etc. Creating routing rules around any standard or custom fields in your CRM.

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You can set qualification and routing rules based on:

• Form Fields: Information directly captured from the lead's submission form.
• Enriched Fields: Data added to the lead's profile through enrichment services like Clearbit or Zoominfo.
• CRM Object Fields: Data from CRM objects like Lead, Contact, Account, or Company.

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3. No More Waiting for Red-Hot Prospects

Convert prospects while they’re red-hot by eliminating the wait. Book meetings quickly - add Leadmonk to your website, emails, text messages, WhatsApp, or social profiles.

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4. Automatically match known leads to account owners

Create routing rules that automatically match and schedule known leads and existing customers with the right sales rep based on real-time HubSpot or Salesforce CRM lead/contact/account ownership.

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5. Round Robin Meeting Distribution

Distribute incoming meetings fairly using round robin, prioritizing availability, or with equal weight or a weighted average. Suitable for sales calls, support calls, and client onboarding. Move leads through your funnel more quickly using a scheduling platform with Round Robin distribution.

Check this blog to know more about round robin appointment scheduling.

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6. Streamline Multi-host and Group Meetings with Leadmonk

Complex deals often involve numerous meetings with internal and external teams. Leadmonk's collaborative scheduling features take the pain out of this process by automatically aligning team calendars. This eliminates the need for time-consuming email tag-a-thons and ensures everyone is on the same page.

Effortlessly Schedule Multi-host Meetings: Need multiple team members for a meeting, like an account executive and sales engineer co-hosting a demo? Leadmonk's Collective (multi-host) meeting type solves this. It pools the availability of everyone involved, ensuring prospects can only select times that work for all participants.

Host Efficient Group Events: Planning webinars or training sessions? Leadmonk's Group meeting type allows multiple attendees to sign up at once. This simplifies event registration and streamlines the process for everyone.

Check this blog to know more about multi-host appointment scheduling.

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7. Improve Customer Engagement

Engage better with the prospect or customer at every stage of the sales cycle.

Easily nurture leads: Automate emails, sms and whatsapp notifications, share collateral, send personalized thank-you emails, and request follow-up meetings.

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8. Data-Driven Insights to Fuel Your Success

Track meeting conversions, distribution, and outcomes to identify friction points and take action to improve efficiency.

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9. Connected To Your Revenue Stack

Automate Admin Tasks: Automatically add contacts and meetings to your CRM so you can properly track engagement. Update other platforms that fit into your reporting or workflow needs.

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Convert interest into action

Leadmonk helps you to convert interest into action across all customer interaction channels as shown below.

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Here are the 7 customer interaction channels where Leadmonk helps you streamline meeting scheduling:

1. Webform

Leadmonk seamlessly integrates with Pardot, Marketo, Web form or HubSpot forms. When a leadgen (Book-a-demo or Contact-sales) form is submitted on your website, Leadmonk instantly qualifies the lead, routes it to the right sales rep, and displays the booking page so your prospect can book a meeting - all in a matter of seconds.

Route your leads from hidden fields: With Clearbit or ZoomInfo, you can enrich your marketing forms with industry, company size, and other data. This will help you shorten your forms and route your leads to the right sales rep.

Instant Lead Qualification: Build a real-time lead qualification track that assesses leads based on their self-provided information and enriched data.

Real-time Email Verification - Ensure high-quality lead data with Leadmonk's real-time email verification, which eliminates invalid, disposable, personal, and temporary email addresses from your lead capture forms. Reduce bounce rates, improve deliverability, and prevent wasted resources on invalid leads.

Accelerate Speed-to-Lead: Let prospects book meetings on demand, so your reps can focus on closing deals. Increase inbound conversion rates by more than 35% by ensuring that the right leads are routed to the right reps as quickly as possible.

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2. Email Campaign

Drive Pipeline from Marketing Campaigns: Embed smart booking links in emails: nurture campaigns, newsletters, and announcements.

Skip Forms, Book Meetings. 1-Click Magic.

‍Turn email CTAs into automated schedulers. Prospects book meetings instantly, info flows to your CRM, and AEs get confirmed bookings.

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3. Chat widget

Convert chat conversations directly into booked meetings. Offer in-linescheduling, automate assignment to the right rep, and keep your CRM updated –all within your chat widget. Leverage high-intent chat interactions for immediate follow-up. Route qualified chat leads to AEs, converting chats to deals. Schedule meetings seamlessly, maintaining the chat's positive momentum.

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4. In-App

Leadmonk streamlines lead-to-meeting process.

Here's how it works:

1. In-App Engagement: When a user in a Product Qualified Account (PQA) expresses interest through a call to action (CTA) within your app, Leadmonk triggers the magic.
2. CRM Integration: Leadmonk seamlessly connects with your existing CRM data, identifying the ideal account manager for the PQA.
3. Effortless Booking: Qualified leads can instantly schedule meetings directly on their account manager's calendar with a single click.
4. Data Tracking: Leadmonk logs all booking events in your data warehouse, ensuring you have a clear picture of your lead nurturing pipeline.

Leadmonk empowers you to:

• Shorten sales cycles by instantly connecting qualified leads with the right account manager.
• Boost lead engagement by providing a frictionless booking experience.
• Gain valuable insights by tracking booking data within your data warehouse.

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5. Events

Leadmonk offers a one-stop solution to manage appointments for conferences and events. You can schedule one-on-ones with sales reps, book meeting rooms, or even combine both.

Leadmonk also tackles time zone complexities with multiple availability profiles and default conference time zones. Plus, you can centrally collect bookings for your sales team using group meetings and distribute them later.

Leadmonk even lets you manage multi-attendee event bookings, making it perfect for workshops, panels, and other group sessions.

Check this blog on streamlining conference bookings with Leadmonk.

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6. Cold-calling

Phone Call to Meeting Booked: Route qualified leads from phone calls to the right AE in seconds. Schedule meetings while the prospect is still engaged, maximizing momentum.

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7. CRM

Hand-off across the funnel: SDRs can book meetings for AEs directly from CRM in just a few clicks. Easily schedule meetings with leads, prospects, or customers directly from your CRM using Leadmonk.

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8. Add times to email

Easily share your available times in an email, making it convenient for your prospects/customers to select suitable meeting slots.

9. LinkedIn Lead Magnet to Meeting Machine

Turn social media connections into booked meetings. Here's how Leadmonk supercharges your LinkedIn lead gen:

• Frictionless Booking: Embed Leadmonk links in your profile or posts. Prospects book meetings directly from your LinkedIn page in just one click, eliminating back-and-forth emails.
• Smart Scheduling: Distribute meetings fairly among your sales team based on lead details or set round-robin scheduling for even load balancing.
• Automated Workflows: Automate follow-up emails and CRM updates based on meeting outcomes. Leadmonk keeps your sales funnel flowing smoothly.

Land those connections, then convert them to conversations with Leadmonk's streamlined social media scheduling.

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10. Accelerate Your Sales Cycle

Ensure all of your meetings, from initial discovery calls to demos, technical discussions, pricing negotiations, and procurement are scheduled efficiently and without delay. Whether you need to schedule one-on-one meetings, group gatherings, or team sessions, Leadmonk has you covered. It provides all the features you need to stay on top of your scheduling.

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The Benefits of Using Leadmonk and Salesforce Together

• Increased Sales Efficiency: Automate lead qualification, routing, and scheduling, freeing up your team's time.
• Improved Lead Conversion: Make it easier for prospects to connect with you by providing a seamless booking experience.
• Valuable Data: Gain insights into lead behavior and preferences through automated tracking.
• Enhanced Team Collaboration: Streamline communication and coordination among your sales team.

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Conclusion

By integrating Leadmonk with Salesforce, you can significantly streamline your sales process, improve lead conversion rates, and enhance overall sales efficiency. The automation provided by Leadmonk allows you to focus on building relationships with your prospects and closing deals.