Lonescale Salesforce Integration – Action Buttons for Data Enrichment
Lonescale provides buttons that can be implemented on Leads, Contacts, and Accounts within Salesforce to enable enrichment and contact sourcing workflows.
For Leads and Contacts:
This button triggers a waterfall enrichment process to retrieve and populate missing information such as email addresses, phone numbers, or both for a Lead or Contact.
For Accounts:
This button launches a contact sourcing workflow that identifies new decision-makers associated with the Account using live web data. The discovered contacts are then enriched using a waterfall process to provide verified email addresses and phone numbers, based on your specified criteria.
🚨 If you will push data to your CRM (Salesforce or Hubspot, we advise you to read the integration setup first):
#1 -> the integration guide for Salesforce or for HubSpot
#2 -> the button setup guide (= this article)
#3 -> the workflow activation guide for Salesforce
1️⃣ Go on the object page (Lead, Contact or Account)
And click on ⚙️ then "Edit Page"
2️⃣ Add the button
Click on the "highlight panel"
Then on "Add Action"
Then search the "Object Specific quick - Action" to add
For Leads: 🚀 Enrich Leads - LS
For Contacts: 🚀 Enrich Contacts - LS
For Accounts: 🚀 Find New Contacts - LS
Re-Order the button to display it
Save your Settings
3️⃣ Test the button
4️⃣ If not already completed, configure and activate the associated workflow in Salesforce.
Link to the guide for Salesforce
Still have questions?
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