Overview
The Salesforce integration synchronizes contact data captured in Meet Alfred directly into your Salesforce CRM. This connection allows for a centralized database, ensuring that lead information from your outreach campaigns is automatically organized within your existing sales workflows.
What You’ll Need
Before setting up the Salesforce integration, please make sure the following are in place:
✅ A Salesforce Account
You can use this integration with the paid Salesforce edition.
✅ Meet Alfred Plan
This feature is available for users on:
Teams plan
Agency plan
Enterprise plan
How to Connect Salesforce to Meet Alfred
Follow these steps to connect your account:
1. Go to the Integrations Page
From your Meet Alfred dashboard, open the Integrations page.
2. Select Salesforce
Find the Salesforce integration and click Connect
3. Review the Setup Instructions
The Salesforce Connection panel will appear with the step-by-step guide.
Take a moment to review them to ensure a smooth connection.
4. Get Your Salesforce Instance URL
Log in to your Salesforce account
From your dashboard, click your profile icon (top right)
Copy your unique Salesforce URL (e.g., https://yourcompany.lightning.force.com)
Make sure to double-click your Salesforce URL so that the whole URL will be fully selected and copied into the Integrations page
5. Add Your Instance URL
Go back to the Meet Alfred Integrations page
Paste your Salesforce URL
6. Start Installation
Click "Install"
You’ll be redirected to a secure Salesforce login page.
7. Complete the Salesforce Setup
On the Salesforce installation page, you may see a notification banner with: "Non-Salesforce application".
⚠️ Important Security Note ⚠️
This warning appears because the integration is being installed directly via a private secure link rather than the public AppExchange.
Rest assured, Meet Alfred Connect is completely safe and built in accordance with Salesforce's security standards.
To continue:
Enter the installation key: alf
Check the acknowledgment box that reads: "I acknowledge that I am installing a non-Salesforce application..." and click Upgrade
8. Finish Setup
Once installation is complete:
You’ll see a confirmation message
Click Done
You’ll be redirected to your Salesforce setup page, where Meet Alfred is listed as an installed package
9. Finalize the Connection
Return to the Meet Alfred Integrations page
Click "Sign in with Salesforce"
Make sure “Use Sandbox Environment” is turned OFF
Wait for the connection to complete
🎉 You're All Set!
Your Meet Alfred account is now connected to Salesforce, and your contact data will start syncing automatically.
Core Functionalities & Data Mapping
Overview
Once connected, the Salesforce integration ensures your contacts from Meet Alfred are seamlessly transferred into your CRM, keeping your pipeline structured and easy to manage.
Lead Creation
By default, all contacts exported from Meet Alfred are created as Leads in Salesforce.
This helps maintain a consistent workflow and allows you to manage and convert leads using Salesforce’s standard process.
Exporting Contacts in Meet Alfred
You can export contacts in two ways:
Manual
Export individual contacts or entire campaign lists directly from your dashboardAutomated Sync
Automatically send contacts to Salesforce as they are captured in your campaigns
The export process works similarly to other CRM integrations within Meet Alfred.
Data Fields Included
When exporting contacts, the following details are synced:
First & Last Name
Job Title & Company
LinkedIn Profile URL
Email Address (if available)
Phone Number (if available)
⚠️ Important: Duplicate Management
Meet Alfred does not handle duplicate records.
All duplicate detection and merging are managed within Salesforce.
To keep your data clean, we recommend setting up Duplicate Rules and Matching Rules in Salesforce based on your internal processes.
Need More Help?
If you run into any issues or need help along the way,
feel free to reach out to support. We’re here to help! 😊