SALESFORCE <> LEADFWD Sales Engagement Platform for Salesforce

Execute all of your outbound sales engagement and drive more responses, in less time, with Leadfwd and Salesforce.
Leadfwd delivers a full-featured sales engagement platform for Salesforce that includes
Prospecting, Automated Sales Sequences and Task Management.

Engage & Sell
from Salesforce.

Adoption is simple. There are no new apps for your team to learn or tabs to jump between. Leadfwd is delivered seamlessly where your team already works, inside their CRM and their inbox.

  • Engage Contacts and Leads (One or Many)
  • Built-In LinkedIn Prospecting with CRM Sync
  • Timeline History View for Every Contact or Lead
  • Execute Tasks and Trigger Multi-Channel Outreach
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Build & Sync
Pipeline From LinkedIn.

Convert any LinkedIn search or Sales Navigator lead list into a clean prospect list with verified email contact info, using native data from 200M+ B2B contacts.

  • Sync from LinkedIn to Leads or Contacts
  • Real-Time Email Verification
  • Assign Owners (Lead Routing)
  • Sync and Map to Custom Data Field Properties
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Multi-Channel
Sequences

With Sequences you can automate all your follow-up activities; including Email, SMS, or LinkedIn. Enabling you to focus on sales-ready deals, while Leadfwd focuses on building pipeline with your next sales opportunities.

  • Email
  • Salesforce Tasks
  • SMS
  • Voicemail Drops (RVM)
  • Route Leads (CRM)
  • LinkedIn Engagement
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Land in the
Primary Inbox

Satisfy the guardians of the primary inbox with a sales engagement platform that is purpose-built using best practices across IT, Sales and Marketing, to deliver your message where it will be seen.

  • Unlimited Mailboxes
  • Sender Rotation
  • Email Validation
  • AI Optimized Delivery
  • Automatic Ramp-Up
  • Spintax & Icebreakers
  • Auto-BCC to Salesforce
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Sync Reports

Leverage Salesforce Reports to build targeted segments of leads or contacts and instantly enroll them into sequences.

  • Enroll from Reports into Sequences
  • Contacts, Leads and Custom Fields Sync to Leadfwd
  • Select All Report Results or Specific People.
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360° Engagement
Timeline & Insights

Access the full engagement history and interaction profile for Contacts, Leads and Targets that are synchronized with Leadfwd.

  • Engagement and Outreach Status
  • Engagement Timeline (35+ Activity Types)
  • Create, View and Complete Tasks
  • Quick Enroll to a Sequence with Icebreakers
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Execute Tasks
at Scale

Just press ‘play’ and go. Leadfwd makes it easier than ever to create, view and execute sales tasks in rapid succession. Completed tasks and notes are automatically synchronized to your CRM.

  • Log Notes, Objections and Outcomes.
  • Auto-Sync to Tasks to Salesforce
  • Auto-Loads the CRM Profile for Each Task
  • Fully Customizable Task Types, Objections and Outcomes.
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Put Tedious Tasks
On Autopilot

Access the full engagement history and interaction profile for Contacts, Leads and Targets that are synchronized with Leadfwd.

  • New lead created in Salesforce, add them to a Sequence based on profile, firmographics, record owner and more
  • Update CRM field values and statues
  • End Sequences when an Opportunity is created or a Salesforce data field property is updated.
  • If a lead replies to an email, automatically update their Salesforce lead status field value.
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Leadfwd + Salesforce = Sales Excellence

Supercharge Salesforce with everything you need to build and maintain an explosive sales pipeline.

  • Live in Salesforce

    Access intelligence and enroll prospects, leads or contacts into Sequences right from inside Salesforce.

  • One Source of Truth

    Fully automated mirrored sync of Leads and Contacts, including their related custom data field properties. Set it and forget it.

  • No Manual Data Entry

    Save time and keep Salesforce up to date with accurate data and activities automatically.

  • Sync Tasks

    Seamlessly push completed tasks and notes from Leadfwd to targets, leads and contacts.

  • User Mapping

    User record ownership in Salesforce is automatically carried over to Leadfwd.

  • Connect with Leads Faster

    When a new lead is created in Salesforce from specific industry or region, automatically enroll in a specific Sequence.

  • Intent Data Sync

    Automatically sync identified visitors from your website to Salesforce.

  • Personalize with Data Fields

    Personalize your email or SMS outreach using Salesforce data field values for any lead or contact.

  • Salesforce Reports

    Select leads or contacts using Salesforce Reports and seamlessly enroll them into Sequences without leaving Salesforce.

Simple, no-code connectors.

Click, create and automate.

Native integrations and our no-code connectors make it simple to push prospects to the top of your sales funnel, wherever your pipeline may live. Easily create filtering rules to segment contacts for your sales team, such as only pushing leads when they are showing buying signals.

Sync with 5,000+ business apps using our no-code connectors for Zapier , Pabbly and Make (Integromat)