October 1st, 2024

Direct Salesforce Integration

We’ve added direct integration with Salesforce CRM to simplify your lead management.

  • Automatic Lead Sync: New leads captured on OVOU are transferred to Salesforce in real time.

  • No Duplicate Leads: Existing leads are updated based on email or phone number to prevent duplicates.

  • Customizable Updates: Choose to overwrite existing fields or update only missing data.

  • Campaigns and Status: Assign imported leads to campaigns and specify their status during setup.

  • Task Monitoring: View task history to monitor and test lead transfers.

Read the full setup guide →