Marloo

Salesforce is a supported import option into Marloo. You export your client data from Salesforce, then upload it to Marloo, which becomes where you keep your client records.

Go to Settings &gt; Integrations, open Salesforce under Client records &amp; CRM, then click Upload your export. The full steps, including what file types you can upload and what comes across, are in <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>.

The CRM catalog lists Salesforce among the available CRMs.

The empty Salesforce export screen shows where to drop your export file.

Marloo doesn't currently support a two-way sync with Salesforce.

CRM migration is free, and Marloo's team can move your data the same day.

<a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>

<a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>

<a href="https://help.gomarloo.com/en/articles/15360392">Import your data from Wealthbox</a>

- <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>
- <a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>
- <a href="https://help.gomarloo.com/en/articles/15360392">Import your data from Wealthbox</a>

Salesforce is a supported import option into Marloo, so you can move your client records across.

Import your data from Salesforce

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Import your data from Salesforce

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