Salesbolt Lite

Salesbolt Lite connects Salesforce with LinkedIn. It watches for contacts who change jobs, so sales teams can spot churn risk at old accounts and new openings at new employers.

What Salesbolt Lite offers

• LinkedIn and CRM view — shows Salesforce records beside a matching LinkedIn profile to avoid duplicates.
• Fast data capture — pulls key profile fields into Salesforce to cut manual entry.
• Job change alerts — warns the right user when a contact leaves a customer account.
• Automatic records — creates or enriches leads, contacts and accounts from rules the user sets.
• Scheduled checks — weekly, monthly or quarterly syncs for chosen groups of contacts.
• Workflow triggers — for example a congratulation email template or a new lead after a company change.
• Reporting — Salesforce reports and dashboards for job role and company alerts.

Who it works with

Revenue and sales teams that run on Salesforce.

Key facts

• Platform: Salesforce
• Extras: extra API links for technographic data