Our Salesforce integration allows you to send leads captured in Lancey directly as a contacts within your CRM.

To get started, navigate to the Integrations page and follow the instructions below.

1

Head to integrations

Open up the integrations page from the dashboard.

2

Click on Salesforce

Find the Salesforce card on the page and hit the Connect button.

3

Connect Salesforce to Lancey

You’ll see an option to select your Salesforce account and connect Lancey directly using OAuth connector.

Once the integration is setup, all leads captured via the Lancey form will automatically show up in Salesforce.

By default Lancey will populate Salesforce fields such as First Name, Last Name, Email and add Lancey as the lead source for the lead so you can track where it originated from.
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