Tweet to Lead in TweetFunnel

If you see a mention or a brand monitor tweet in TweetFunnel and would like to add the person who posted the tweet as a new Lead into Salesforce.com, you can now do that with just a few mouse clicks. Here’s how it works.

First, you have to request the Salesforce integration functionality under Settings > Manage Twitter Accounts, 3rd Party Integration and Scheduler and then click Modify for an account.  After the Salesforce Tweet to Lead has been enabled (you will receive a confirmation email), simply plug your Salesforce Org ID into TweetFunnel in the same area.

After the functionality is enabled, you will see the “S” button on the right hand side of tweets within TweetFunnel.  Here’s a mention from someone who may be interested in our application:

After the “S” is clicked, a light window pops up.  You’ll see that TweetFunnel has autofilled as much information as possible from the lead:

After doing some quick research based on the fact that @TheHive is referenced, a user can make some updates within the light window. Mike’s company name, URL and his position were added and the address was fixed up:

After clicking the Submit Tweet-to-Lead button, a new Lead is created in Salesforce.com and the appropriate rep receives an email notification, if notifications are set up within Salesforce.

The rep may need to do some additional research, since Twitter does not provide all contact information.   ZoomInfo PowerSellSF is an excellent tool for filling in the blanks.  Here’s a link to a demo.

If your company is not currently a Salesforce.com customer, you can sign up for a 30 day trial.

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