Import from Salesforce into Verbial
ImportMigration
Bring your Salesforce pipeline and history with you. Import Salesforce accounts, contacts, opportunities, and notes into Verbial without duplicates, with a full preview before anything changes.
What it does
File import only
Export from a report or Data Export and upload.
Salesforce field labels are recognized, Opportunity stages map to your pipeline, and record ids are kept for de-duplication
Preview before anything changes, and undo in one click
Common questions
What does the Salesforce integration do?
Import Salesforce accounts, contacts, opportunities, and notes into Verbial without duplicates, with a full preview before anything changes.
Will I lose history when I move from Salesforce?
No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.
Who can set up Salesforce?
A workspace admin. It takes a few minutes.
Bring your Salesforce history with you.
Start a 14-day trial and set up your workspace in a few minutes. No card or sales call required.