Use the Similarweb lead generation and enrichment tools and its Salesforce integrations to quickly and seamlessly discover and manage valuable new prospect opportunities.

Using the Salesforce Integration to enrich your leads

The Salesforce integration feature in Similarweb Sales Intelligence solution allows you to seamlessly export lead lists and other valuable insights from our powerful Lead Generator tool into your Salesforce account.

Using these powerful lead generation tools and the seamless Salesforce integration, you can:

  • Quickly and effectively discover new and highly qualified leads.

  • Exclude accounts you already have in Salesforce so you can focus on net new opportunities

  • Export account lists directly to Salesforce

  • Populate Salesforce data fields with many relevant metrics and insights

Once connected, the system automatically syncs daily, so you never miss an opportunity! Syncing the data can also be manually initiated using the Export to Salesforce option.

How to set up your Salesforce integration

Similarweb account administrators can connect their Similarweb and Salesforce accounts and set up the integration in just a few easy steps.

Similarweb_Salesforce_Integration.png

Setting up the connection:

  1. Login to Similarweb Sales Intelligence with an Admin account.

  2. Click the Setup icon to access the Management page.

  3. In the Salesforce Integration section, click Connect.

    Note: The Terms and Conditions agreement is presented. Review and click I Accept to proceed.

  4. The Salesforce platform will launch and prompt you with the remaining steps to complete the setup within Salesforce.

    Note: Your organization’s Salesforce Administrator must complete this portion of the setup.

With Similarweb and Salesforce successfully connected, the Management page will indicate that the integration is successful by displaying the Synced indicator.  The disconnect icon is now available for managing the connection.

Salesforce_Sync.png

Managing the integration

Once connected, Administrators should return to the management page to define the integration parameters.  There are two integration elements to activate and define:  Exclude Accounts and Export Accounts.

Similarweb_Salesforce_Integration2.png

Account Exclusion:  The Exclude Accounts feature allows you to exclude existing accounts from the lead-generator search results. You can exclude all accounts, only accounts owned by specific people and/or accounts with specific values in a selected field.

  1. Login with an Admin account. Click the Setup icon.

  2. Use the toggle to activate the Account exclusion feature.

  3. Select the field(s) to which you’d like to map the exclusion parameters.

    Export Accounts:  Activate the Export Accounts option to map and export Similarweb data fields to Salesforce.  Export company information, traffic metrics, industry insights, etc.

  4. Click the Select Fields link to map data fields that are to be exported to Salesforce.

    Verify the two mandatory fields - Company Name and Domain - are mapped.

    Note: If the Company Name and Domain are not mapped, simply click the table to update the file.

  5. To add Similarweb data fields, click Add Fields.  Then, choose the fields you’d like to export into Salesforce, and click Add.

    Tip:  Add valuable data fields, such as company and industry information, traffic metrics, demographic insights, and more, that will make it easy to sort, qualify and prioritize your list of prospects.

  6. The selected fields are added. Similarweb fields labeled ‘undefined’ can now be mapped to Salesforce.

Account Export:  Activate the Export Accounts option to map and export Similarweb data fields to Salesforce.  Export company information, traffic metrics, industry insights, etc.

  1. Use the toggle to activate Account export fields

  2. Click the Select Fields link to map the Similarweb data fields which are to be exported to Salesforce.

  3. Verify the two mandatory fields - Company Name and Domain - are mapped. 

    Note: If the Company Name and Domain are not mapped, simply click the table to update the file.

  4. To add Similarweb data fields, click Add Fields.  Then, choose the fields you’d like to export into Salesforce, and click Add.

    Tip:  Add valuable data fields that will make it easy to sort, qualify and prioritize your list of prospects. Suggesting data includes: company and industry information, traffic metrics, demographic insights, and more.

  5. The selected fields are added. The Similarweb fields labeled ‘undefined’ can now be mapped to Salesforce.

How to export lead lists to Salesforce

You can easily export your lead list, along with many valuable metrics and insights, directly to Salesforce from the Lead Generator tool.

  1. Within the Sales Intelligence Solution, use the Lead Generator tool to discover a list of qualified leads.

  2. The Exclude options on the results page allow you to set exclusion parameters to filter out leads or domains that already exist in your Salesforce account.

  3. To export the lead list, click Export > Export to Salesforce.

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