Integrations & Tools2 answers
Noah Patel
Best way to push contacts into Salesforce
We get CSV exports today. Anyone using a cleaner Salesforce import mapping for title, company, and LinkedIn URL fields?
2 Answers
Database Providers
Map Email as external ID when possible, keep Company as Account Name match, and store LinkedIn URL in a custom field. Deduplicate before import.
Noah Patel
Also map Title carefully — we use a staging object, dedupe on email, then Account VLOOKUP. Saved a lot of duplicate Accounts.
Add a reply
Replies are reviewed before they appear publicly.