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How to Install the Salesforce Button

Make the transfer of data from Honch to Salesforce simple with 1-click transfer of contacts.

Step 1: Head to the integration settings

Head to your Account Settings and click on the integration tab:

Integration settings tab

Step 2: Install the Salesforce integration

Click Install next to Send a contact to Salesforce. If you have not previously installed Salesforce and get stuck with connection, follow the instructions under the Salesforce Feeds page.

Install Salesforce integration

Step 3: Map the fields

If your accounts are already connected, you should be able to click Continue on the next page. You can then map the fields, click continue and start. This will turn on your live connection until you stop it.

Step 4: Test it out

Visit the Search page to make sure the new Salesforce button is installed. You can then start selecting and moving contacts across to your CRM:

Salesforce button in search
💡 You can select up to 200 contacts at a time to transfer them to Salesforce. Expand your page view to 200 results per page if you want to select the maximum number.

Start building your perfect prospect world today

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