Connect your account

Go to Settings, then Integrations, and choose Salesforce. Sign in with a user that has API access and permission to create leads, accounts and opportunities.

Pick an object

Choose whether Porto creates a Lead, or an Account, Contact and Opportunity together. Most teams start with Leads and switch later.

Map your fields

Standard fields are mapped automatically. Add any custom fields you want filled, and choose which picklist value Porto should use for the lead source.

Salesforce is included on Growth and Custom plans.