The Folloze plugin for Salesforce lets you quickly share Folloze boards and content plays (Drip Campaign) with your Salesforce leads or contacts. Just install the plugin first, and you’re ready to go.
Note: Make sure your selected board is tagged #leadboard in the board settings.
1. Open your Salesforce home page. Click the Leads tab.
2. Select the lead you want to contact.
3. To the right of the lead’s name, click Send Content (note the Folloze logo on the button).
4. Choose Send Content Play from the drop-down menu.
5. Select the content play you want to share. Click Next.
6. Preview the content play details. Confirm the sequence and timing.
7. Click Send. Your content play is now up and running, and your prospects will soon receive their first email.
Note: Whenever you share Folloze content with a Salesforce lead/contact, Salesforce creates a task recording the action under Activity History.
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