Published July 21, 2016
Directly create Leads, Accounts, and/or Contacts from Cause IQ
If you're using Salesforce as your CRM, Cause IQ can now directly create Leads, Accounts, and/or Contacts in your system, including full deduping and custom field mapping. Create records individually from organization or person profiles, or create records in bulk from the export wizard.
If you want to integrate Cause IQ with your Salesforce instance and you have a Cause IQ Platform account, just let us know and we'll enable it for your account.
This is the first of three phases of our Salesforce integration. The second phase will let you append information to Leads, Accounts, and/or Contacts already in your system. The third phase will provide alerts when updated organization or personnel information is available.
Create new Leads, Accounts, and/or Contacts from Cause IQ, with deduping and custom fieldsOpen help article