To disconnect Salesforce CRM from ReachStream, open the Connected Integrations tab and select the disconnect option. A confirmation pop-up will appear, click on disconnect in the pop-up, and then the CRM connection will be successfully removed. ? ...
Don’t worry about duplicates. ReachStream checks for them using Salesforce’s own rules. Still, sometimes duplicates slip through if your credentials are wrong, the integration disconnects, you don’t have the right permissions, or you hit Salesforce’s ...
Yes. Once your ReachStream contacts are synced to Salesforce, they function as standard records within your CRM. Salesforce automation—including workflows, triggers, and follow-up actions—can run on this data just as it would with any other contact ...
With the Salesforce integration, you can move ReachStream contacts straight into Salesforce as Leads or Contacts. After syncing, those contacts are ready to use in your Salesforce workflows, automations, reports, or any marketing and sales campaigns ...
ReachStream supports syncing verified data directly into your Salesforce CRM, ensuring your records stay accurate and up to date. The exported records include name, company, job title, email, phone number, industry, employee size, revenue size, ...