App Directory

Connect the Yext Knowledge Engine with systems across your business.

Salesforce Lead Generation

Create leads in Salesforce with the Yext scan tool, automatically.

Salesforce is the leading CRM platform, making it easy to store key information about all your contacts — and your interactions with them — in one place. Grow existing accounts, find new customers, and close deals even faster with the Salesforce Lead Generation app.

The Salesforce Lead Generation app combines the power of your Yext scan tool and Salesforce. Yext Partners leveraging their customizable scan tool can automatically create a lead in their Salesforce account whenever someone scans a business on their website.

Demonstrate the need for digital knowledge management and connect with customers seamlessly, by following up with every single customer — prospects and loyalists alike:

  • Map fields — like name, address, phone, lead source (Yext), and scan URL  — from your Yext scan tool to those in Salesforce
  • Automatically capture leads each time a potential lead submits their information through your scan
  • Easily reference a lead’s scan results via the captured scan URL in outreach

To install this app, you’ll need a Salesforce account, as well as a Yext account with a configured scan tool.

Note:

  • This app generates new Salesforce contacts and may cause you to reach the contact limit in your account.
  • This app makes Salesforce API calls on your behalf and will contribute to your daily API call limit.