How to integrate Salesforce with Leadchef

Stay ahead of the competition by keeping your CRM updated with real-time job change insights. Integrating Salesforce with Leadchef ensures your sales team always has the most relevant and enriched contact data at their fingertips. Get started now!

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Before you start: Upload your contact list to Leadchef

For Leadchef to enrich your leads with job change insights, you need to upload a CSV file containing your CRM contacts.

1. Go to the List Import page.
2. Click Upload CSV and select your contact file.
3. Leadchef will automatically match your data and enrich it with job changes and other data.

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✅ Tip: Ensure your CSV includes key contact details like name, email, company for better matching accuracy.

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Step 1: Connect Leadchef to Salesforce

1. After creating an account, navigate to Integrations → Salesforce.
2. Click Authenticate Salesforce to start the authentication process.
3. Log in with your Salesforce credentials and grant necessary permissions.
4. Once authorized, you will be redirected back to Leadchef with confirmation of a successful connection.

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✅ Tip: Ensure you have admin privileges in Salesforce to authorize the integration.

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Step 2: Install managed package

After connecting Leadchef to Salesforce, you need to install our managed package.

1. Log in to your Salesforce account.
2. Navigate to the Salesforce AppExchange and search for Leadchef Integration.
3. Click Get It Now and follow the installation prompts.
4. Assign the necessary permissions to your users.
5. Once installed, proceed to connect Leadchef to Salesforce.

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✅ Tip: Ensure you have Salesforce admin rights to install and configure the package.

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Step 3: Automatic monthly sync to Salesforce

At the start of each month, Leadchef will automatically sync enriched leads back to Salesforce.

1. Leadchef processes job change insights and updates your contact list.
2. The first time you sync the data, you need to do it manually by clicking on "Sync Leads"
3. The enriched data is automatically synced to Salesforce — no manual action required.
4. You will receive an email notification confirming the sync, with a CSV attachment of updated leads.

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✅ Tip: Keeping your CRM updated ensures your sales team works with the most relevant data for outreach.

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Start syncing smarter with Leadchef

By integrating Salesforce with Leadchef, your team can unlock real-time job change insights and act on high-priority leads faster.

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🎯 Ready to integrate? Connect Salesforce now and start syncing smarter today!

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