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.
Sharing a Content Play with a Salesforce contact:
1. Open your Salesforce home page. Click the Contacts tab.
2. Select the contact you want to reach.
3. To the right of the contact'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. The timezone will be determined by the sender's timezone.
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.
Please sign in to leave a comment.