# Integrating with Salesforce

Directly connect your Emailable and Salesforce accounts.

Connect Emailable to Salesforce to verify leads and contacts directly from your CRM. Export verified results back to Salesforce to help maintain accurate records and improve email deliverability.

## **Connecting to Salesforce**

After signing in to your Emailable account, click the **Get Started** button, or the **\+ New List** if you have already verified a list with us. A new modal appears, prompting you to select a source.

\[1\. Salesforce integration with Emailable.png\]
Click the Salesforce option to sign into your Salesforce account and grant permission to Emailable.

## **Verifying Salesforce Contacts or Leads**

Once access has been granted, you'll be prompted on your Emailable dashboard to select a source from your existing Salesforce contacts or leads.

\[2\. Salesforce emailable integration with lists - Copy.png\]
After importing the list, click **Verify** and watch your emails verify in real time.

\[3\. Salesforce integration with Emailable - verify button.png\]
Once verification is complete, click **View Results** to view and analyze the health of your Salesforce data.

\[4\. Salesforce integration with Emailable - view results.png\]
## **Export Data Back to Salesforce**

On the results page, you'll find the **Exports** tab at the top of the dashboard. 

\[5\. Salesforce integration with Emailable - Export results.png\]
Select it, then click the **New Export** option.

\[7\. New Export.png\]
A new modal will appear, allowing you to include or exclude specific verification categories and filters in your export. After making your selection, click **Send To Salesforce.**

Choose the option that best suits your needs.

| Export Option | Included Email States |
| Maximum Deliverability | This export contains Deliverable emails |
| Maximum Reach | This export contains Deliverable, Risky, and Unknown emails |
| Only Bad Emails | This export contains Undeliverable emails |
| Custom | Build your customized export report |\[8\. Send to Salesforce.jpg\]
You'll receive a notification that the export is being sent to Salesforce, and an email once it's complete.

### **Exported Results in Salesforce**

When you export the verified emails to Salesforce, the selected email contacts/leads are sent to your Salesforce account, while all the other email contacts/leads have their “Email Opt Out” field set to true.

For example, if you select only the "Deliverable" emails in Emailable, those selected contacts or leads are sent to Salesforce. All other contacts/leads, including undeliverable and risky ones, have their "Email Opt Out" field set to true.