Sales teams lose hours every week to work that doesn’t move deals forward. One of the biggest culprits is the manual handoff between prospect research and CRM execution: downloading lists, fixing formatting, mapping fields, uploading files, and troubleshooting errors.
It’s a familiar pattern. You find the right prospects using your research tools, but before outreach can begin, someone still has to prepare the data for Salesforce. That extra step slows campaigns down and pulls time away from selling.
The Salesgenie + Salesforce integration removes that bottleneck entirely.
One Click from Research to Salesforce
The Salesgenie + Salesforce integration lets your team move qualified prospect data directly into Salesforce with a single click.
Instead of exporting CSVs and cleaning files, users can send lists straight from Salesgenie into Salesforce Lead objects in near real time. Once field mapping is set up by an admin, every export follows the same structure automatically.
The result: faster campaign launches, fewer errors, and less manual work standing between research and revenue.
How the Integration Works
Salesgenie connects securely to your Salesforce environment using OAuth 2.0 authentication. No passwords are stored, and access can be revoked at any time.
After an admin configures field mapping once, the integration is ready for the entire team to use. From there, exporting prospects is simple:
- Build a list using Salesgenie filters
- Choose the records you want to export
- Select “Export to Salesforce”
- See records appear in Salesforce almost instantly
Exports support full lists, selected records, or random samples, and intelligent duplicate handling helps merge updates into existing records instead of creating clutter.
Why Teams Use the Salesgenie + Salesforce Integration
Save Time Every Week
Manual exports turn a quick task into a multi-step process. With one-click exports, teams can move from list building to active outreach in minutes instead of hours.
Keep CRM Data Consistent
Admin-controlled field mapping ensures every export follows the same structure. That means fewer errors, cleaner records, and Salesforce workflows that work as expected.
Launch Campaigns Faster
Whether you’re running sales outreach or marketing campaigns, clean data arrives ready to use. Teams no longer wait on file prep or rework before activating campaigns.
Maintain Enterprise-Grade Security
The integration uses token-based authentication and one-way data flow from Salesgenie to Salesforce. Security stays intact without slowing teams down.
What This Looks Like in Practice
- A marketing team builds a targeted prospect list and launches a Salesforce campaign the same day
- An SDR exports territory-based prospects and starts outreach immediately
- Teams test campaigns using smaller samples without reformatting or duplicate cleanup
In each case, the workflow stays inside the tools teams already use—no extra steps required.
Get Started in Minutes
Setting up the Salesgenie + Salesforce integration is straightforward and typically takes about 15–20 minutes of admin time.
Here’s all it takes to get started
- Log in to Salesgenie and navigate to your account settings
- Select Salesforce Integration and initiate the connection
- Choose your Salesforce account and authorize access
- Configure field mapping once to keep data consistent
- Start exporting leads directly into Salesforce
After setup, your entire team can begin using one-click exports immediately.
Ready to Simplify Your Workflow?
The Salesgenie + Salesforce integration is available now and works with both business and consumer data. Once connected, your prospect data moves where it needs to go—without manual prep or delays.
Your prospects already live in Salesgenie. Your campaigns run in Salesforce. This integration removes everything in between.
