To (re)send a lead to Salesforce you need to first open the lead details view in the Romify Hub.

Navigate to the Leads tab on the main menu (1), and select the corresponding row for the desired lead (2).

“Connect to Salesforce”

<aside> 💡 The “Connect to Salesforce” setting is only available if Romify is connected to Salesforce.

</aside>

• If a lead is not yet in Salesforce, the below box will be empty
• If a lead is already in Salesforce, the “View [Name] In Salesforce” option will appear (1)
  • Click the link to open the lead in Salesforce
• Send Lead - by clicking this button you can send or resend the lead to Salesforce (2)

Did we miss something? Not to worry! Just email our support team at [email protected] ✌️