Integrations
Salesforce Integration
Connect InsureSignal with your Salesforce instance.
InsureSignal integrates with Salesforce to streamline your lead management workflow.
Setup: Go to Settings > Integrations > Salesforce and click "Connect Salesforce." You will need Salesforce admin permissions to authorize the connection.
Object Mapping: Configure whether leads should be created as Salesforce Leads or Contacts. Map InsureSignal fields to your custom Salesforce fields.
Duplicate Detection: The integration checks for existing records before creating new ones, preventing duplicates in your CRM.
Sync Direction: Currently, the sync is one-way (InsureSignal to Salesforce). Status updates from Salesforce are not synced back.