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  1. Leadfwd
  2. App Connectors and Integrations
  3. Salesforce Engage

Salesforce Engage

  • Enable Salesforce Connector
  • Set up Data Sync
  • Invite and Assign Users
  • Plugin Installation
  • Add to Sequence (Enable Custom Layout)
  • Add Action Steps: Salesforce Task
  • API Call Usage
  • Add Leads and Contacts to Sequences
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