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How to install the Salesforce button

Make the transfer of data from Honch to Salesforce simple with 1-click transfer of contacts.

Step 1 - Head to the integration settings

Head to your Account Settings and click on the integration tab:

Step 2 - Install the Salesforce integration 

This time we're going to click install next to Send a contact to Salesforce (if you've not previously installed Salesforce and get stuck with connection, please follow the instructions under the Salesforce Feeds page)

Step 3 - Map the fields you want sent to Salesforce when contacts are transferred

If you're accounts are already connected you should be able to simply connect Continue on the next page. You'll then map the fields and click continue and start. This will turn on your live connection until you stop it.

 

Step 4 - Test it out

We can now visit the search page to make sure the new Salesforce button is installed and start selecting and moving contacts across to your CRM:

You can select up to 200 contacts at a time to transfer them to Salesforce. Simply expand your page view to 200 results per page so that you can select the maximum number if required.