Mach Five Magnet and Salesforce
Every captured lead becomes a Salesforce lead automatically, with the magnet conversation as a note on the record.
Every captured lead becomes a Salesforce lead automatically, with the magnet conversation as a note on the record.
Set Up
Open the app and go to Settings, then Integrations, then Salesforce. Then:
- Click Connect and sign in to the Salesforce org this workspace should sync into.
- New leads sync within minutes. Existing Salesforce leads are updated by email, never duplicated.
- Qualified-lead sync sets the Salesforce lead status. If your org uses custom status values, set yours on this page.
What Syncs
Each captured lead becomes a Salesforce lead, with the conversation saved as a note. Qualified leads update the Salesforce lead status.