Prospect gives you the flexibility to create either a Lead or a Contact when pushing new records to Salesforce, depending on how your GTM team prefers to manage Salesforce data.
Here’s how you can switch between creating a Lead and a Contact inside Prospect:
Step-by-step Instructions
Open the Prospect Extension
Start by launching the Prospect tab from your browser, or click the pinned Prospect extension to open the side-panel.
Click the Salesforce Icon
In the top-right corner of the Prospect side-panel, click the Salesforce icon to begin the record creation flow.
Choose Record Type: Lead or Contact
Based on your Salesforce workflow, select whether you'd like to push the record as a Lead or a Contact.
Create the Record in Salesforce
Once you're ready, click Insert/Update to push the selected prospect into Salesforce.
Note: Remember to switch back to your default record type to ensure the prospects are pushed in the right record type.
📹 Watch it in action:
Why This Matters
Sales teams use Leads and Contacts differently depending on their workflows. This flexibility ensures that:
SDRs or BDRs can log top-of-funnel efforts as Leads.
AEs or AMs can push decision-makers directly as Contacts linked to Accounts.
Need Help?
If you don’t see the Salesforce icon or if the push fails, drop us a note at support@tryprospect.com and we’ll help you get it sorted quickly.