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ContactSign-In
  • Home
  • Product
    • Lead Routing
    • Segmentation
    • List Matching
    • Fuzzy Matching
  • Solutions
    • Enterprise
      • Lead Routing
      • Segmentation
      • Editions
    • SMB
      • Salesforce Lead Routing
      • Free Lead to Account Matching Software
  • Resources
    • White Papers
    • Videos
    • Data Sheets
    • Competitive Analysis
  • Company
    • About Us
    • Blog
    • News Releases
    • Careers at LeadAngel – Join Us
    • Partner
    • Contact Us
  • Documentation
    • Getting Started
      • What is LeadAngel
      • LeadAngel Glossary
      • Icons Glossary
      • Setup Guide
        • SFDC App Setup
        • Upgrade to Enterprise Edition
        • Integrations
    • Product Docs
      • Routing Concepts
      • Segmentation Concepts
      • Sales Team
      • Data Dictionary
      • Routing Territory
      • Lead Segment
      • Lead Router
      • Reporting
      • Preferences
      • Tie Breaker
      • Auto Conversion
      • User Management
      • FuzzyMatch REST API
    • Frequently Asked Questions
    • Troubleshoot

Setup Basics

We do things little differently. LeadAngel is readily integrated with major CRM and Marketing Automation systems. The setup is a three step process.

1. CRM App Installation

2. Router Activation

3. Marketing Automation Integration – Optional

How to get started?

For FREE trial Salesfoce.com users, download the app from app exchange and follow the instructions in the SFDC App setup page. LeadAngel support will create the router profile and send you an activation link with one business day. If you are a paid client, and want to integrate with Marketing Automation tool (such as Marketo), enter your API credentials in the administration section.

    • Getting Started
      • What is LeadAngel
      • LeadAngel Glossary
      • Icons Glossary
      • Setup Guide
        • SFDC App Setup
        • Upgrade to Enterprise Edition
        • Integrations
        • Uninstallation
    • Product Docs
      • Routing Concepts
      • Segmentation Concepts
      • Sales Team
      • Weighted Sales Team
      • Data Dictionary
      • Routing Territory
      • Lead Segment
      • Lead Router
      • Reporting
      • Preferences
      • Tie Breaker
      • Auto Conversion
      • User Management
      • FuzzyMatch REST API
    • Frequently Asked Questions
    • Troubleshoot