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There are two ways to convert a stakeholder to a Salesforce lead or contact: from the stakeholders table or from the stakeholder detail.

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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

Use this method when you are already reviewing a stakeholder’s details.
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 icon only appears for unlinked stakeholders. If you see a Contact or Lead badge, the stakeholder is already linked.
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.