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There are three ways to convert a stakeholder to a Salesforce lead or contact: from the stakeholders table, from the stakeholder sheet header, or from the Actions tab.

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Prerequisites

  • You need permission to create leads or contacts in Salesforce

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Quick reference

View the video or the written instructions below

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Option 1: Convert from the stakeholders table

Use this method for quick conversions without leaving the strategy page.
1

Open the Stakeholders tab

Navigate to your strategy and click the Stakeholders tab.
2

Click Convert to Record

Click the Convert to Record icon (person with a plus sign) on the stakeholder row. This icon only appears for unlinked stakeholders.
3

Complete the Salesforce flow

Choose to create a new lead, a new contact, or link to an existing record. ShiftUp pre-fills name, email, salutation, and title from the stakeholder’s profile.

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Option 2: Convert from the stakeholder sheet header

Use this shortcut to link a stakeholder from any tab of their sheet without opening the Actions tab.
1

Open the stakeholder detail

Click a stakeholder’s name to open their detail sheet.
2

Click Link to Salesforce

In the sheet header, click the Link to Salesforce button next to the stakeholder’s name. The button appears in place of the Contact or Lead badge for unlinked stakeholders. If the strategy is still a Draft, you are prompted to activate it first.
3

Complete the Salesforce flow

The same conversion flow used by the Actions tab tile opens. Choose to create a new lead, a new contact, or link to an existing record.
The button is available only when the stakeholder has no Contact or Lead link, account context exists, and you have permission to edit strategies and convert records. It stays hidden while the sheet is still checking the stakeholder’s link status.

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Option 3: Convert from the Actions tab

Use this method when you are already reviewing a stakeholder’s details in the Actions tab.
1

Open the stakeholder detail

Click a stakeholder’s name to open their detail sheet.
2

Go to the Actions tab

Click the Actions tab. The first tile shows the Salesforce link status.
3

Click Link stakeholder to Salesforce

Click the tile to launch the Salesforce conversion flow. Complete the same steps as Option 1.

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Unlinking a stakeholder

To disconnect a stakeholder from Salesforce, open their sheet, go to the Actions tab, and click Unlink Contact or Unlink Lead.

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Troubleshooting

The conversion flow requires account context. Make sure the account is associated either by the email address domain of the stakeholder or that the strategy is linked to an account.
Refresh the page. If the badge still does not appear, try unlinking and re-linking the stakeholder.