Loads new lead data and updates to Salesforce using Webhooks (push method) for more instantaneous information inside your CRM.Creates new lead records for historical leads or demo recipients inside Consensus.

Creates new activity records for leads or contacts that engage or share Consensus demos.Allows Salesforce users to see detailed video engagement data when contacts or leads engage with Consensus demos.Loads historical Consensus engagement data into Activity Records in the Salesforce lead or contact record.What the Consensus Salesforce Professional App Can Doĭepending on your configuration options, here are some of the things the Consensus Salesforce Professional App can do. Setting up New Lead pass into Salesforce.Adding the Consensus Component to Page Layouts.Configuring the Consensus Salesforce Professional App.Installing the Consensus Salesforce Professional App.What the Consensus Salesforce Professional App can do.This enables you to not only see Demo views right within Salesforce, but also allows you to include this data within your reporting. The Consensus Salesforce Professional integration allows you to include the Demo View data collected from Consensus directly within your Salesforce account.

Salesforce is a powerful tool that allows you and your teams to manage their prospects and opportunities. This includes adding the Consensus section within your page layouts as well as passing new leads into Salesforce. Instructions to Install and Configure the Consensus Salesforce Professional App (Classic) In this article we will review how to Install and Configure the Consensus Salesforce Professional app in Classic.

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