- Hover over your profile photo to go to Settings in Fileboard Workflow.
2. Click on Integrations.
3. From here please choose Salesforce CRM.
4. Connect a new account or sandbox.
5. Fill in your Salesforce credentials and hit login.
6. This will connect your Fileboard Workflow account with Salesforce. Now you can import leads and contacts directly into Fileboard. Your activity will also be logged into Salesforce.