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Business Problem:
Currently, the Salesforce integration with respond.io only supports the Contact object, which limits functionality for businesses that primarily manage their sales pipeline using Leads. This causes:
  • Data fragmentation, as sales teams cannot access lead information directly from respond.io.
Desired Outcome:
  • Support for Salesforce Lead Object: Enable users to view Salesforce Leads in respond.io, just like Contacts.
Use Cases:
  • Allow users to view the contact's Salesforce Lead details within respond.io
Current Workaround:
At present, users must manually convert Salesforce Leads into Contacts before they can be accessed in respond.io.