{"id":317,"date":"2026-03-03T08:42:42","date_gmt":"2026-03-03T08:42:42","guid":{"rendered":"https:\/\/dataforseo.com\/templates\/?p=317"},"modified":"2026-03-12T06:43:25","modified_gmt":"2026-03-12T06:43:25","slug":"get-business-data-for-salesforce-leads-with-dataforseo-make","status":"publish","type":"post","link":"https:\/\/dataforseo.com\/templates\/get-business-data-for-salesforce-leads-with-dataforseo-make\/","title":{"rendered":"Get Business Data for Salesforce leads with DataForSEO + Make"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" src=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-1-1024x367.png\" alt=\"\" class=\"wp-image-318\" srcset=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-1-1024x367.png 1024w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-1-300x107.png 300w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-1-768x275.png 768w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-1.png 1472w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Quick overview<\/h3>\n\n\n\n<p>This Make.com template automatically enriches your Salesforce records with business intelligence from the DataForSEO Business Data API. Instead of manually researching company details, this workflow retrieves structured business information such as company description, industry categories, ratings, address, and contact details and updates your Salesforce contact and account fields automatically.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Who it\u2019s built for<\/h3>\n\n\n\n<p>This template is built for sales teams, CRM administrators, and marketing professionals using Salesforce who want richer, data-driven profiles for their contacts and accounts. It helps improve segmentation, personalize outreach, and streamline insights directly within your Salesforce CRM.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Workflow breakdown<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The scenario triggers when a new contact is created or updated in Salesforce.<\/li>\n\n\n\n<li>It captures the relevant identifier (e.g., company name or domain).<\/li>\n\n\n\n<li>The workflow calls the DataForSEO Business Data API using that identifier.<\/li>\n\n\n\n<li>Business details such as overview, industry segments, ratings, address, and phone information are extracted from the response.<\/li>\n\n\n\n<li>The enriched data is written back to the corresponding fields in Salesforce.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What you get<\/h3>\n\n\n\n<p>With this workflow, your Salesforce CRM records are automatically populated with detailed business information sourced from the DataForSEO Business Data API. You get enhanced contact and account profiles that include structured insights such as company descriptions, industry classifications, ratings, location data, and contact information without the need for manual data entry. These enriched profiles support better segmentation, more personalized engagement, and stronger sales outcomes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What you need to get started<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>DataForSEO account and API credentials (<a href=\"https:\/\/app.dataforseo.com\/api-access\">your API login and password<\/a>)<\/li>\n\n\n\n<li>A Salesforce account with permissions to update contact and account fields<\/li>\n\n\n\n<li>A Make.com account with connected Salesforce and DataForSEO integrations<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Setup Guide for First Use<\/h3>\n\n\n\n<p>Before using the template, you simply need to create custom fields for your Salesforce contacts.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Object Manager<\/strong> ><strong> Contacts<\/strong> ><strong> Fields &amp; Relationships.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-9-1024x473.png\" alt=\"\" class=\"wp-image-334\" srcset=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-9-1024x473.png 1024w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-9-300x139.png 300w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-9-768x355.png 768w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-9-1536x709.png 1536w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-9.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Click <strong>New <\/strong>to create a new field, then select the field type <strong>Text<\/strong>, and click <strong>Next<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-8-1024x470.png\" alt=\"\" class=\"wp-image-333\" srcset=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-8-1024x470.png 1024w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-8-300x138.png 300w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-8-768x352.png 768w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-8-1536x705.png 1536w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-8.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Enter the field name under <strong>Field Label. <\/strong>Set the value for the <strong>Length<\/strong> field to <strong>255<\/strong>.<br><br>Fill out other fields as needed, and complete the field creation process using the default settings or customizing them as necessary.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"465\" src=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-10-1024x465.png\" alt=\"\" class=\"wp-image-335\" srcset=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-10-1024x465.png 1024w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-10-300x136.png 300w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-10-768x348.png 768w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-10-1536x697.png 1536w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-10.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>On the field settings page, click <strong>Set History Tracking<\/strong>, and check the <strong>Enable Contact History<\/strong> box.<br><br>In the field list, select the field with the domain value and save the settings.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" src=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-7-1024x474.png\" alt=\"\" class=\"wp-image-332\" srcset=\"https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-7-1024x474.png 1024w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-7-300x139.png 300w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-7-768x355.png 768w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-7-1536x710.png 1536w, https:\/\/dataforseo.com\/templates\/wp-content\/uploads\/2026\/03\/image-7.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Similarly, create a field for <strong>Business Data<\/strong>:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Title <\/strong>with type <strong>Text (255)<\/strong><\/li>\n\n\n\n<li><strong>Description <\/strong>with type <strong>Text Area Long (3000)<\/strong><\/li>\n\n\n\n<li><strong>Main Category<\/strong> with type <strong>Text (255)<\/strong><\/li>\n\n\n\n<li><strong>Additional Categories<\/strong> with type <strong>Text Area Long (500)<\/strong><\/li>\n\n\n\n<li><strong>Address <\/strong>with type <strong>Text (255)<\/strong><\/li>\n\n\n\n<li><strong>Rating on Google<\/strong> with type <strong>Number (2, Decimal places &#8211; 1)<\/strong><\/li>\n\n\n\n<li><strong>Price Level<\/strong> with type <strong>Text (255)<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>That\u2019s it! <\/strong>You\u2019re all set to make the most out of our <strong>Business Data for Salesforce leads <\/strong>template in Make.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quick overview This Make.com template automatically enriches your Salesforce records with business intelligence from the DataForSEO Business Data API. Instead of manually researching company details, this workflow retrieves structured business information such as company description, industry categories, ratings, address, and contact details and updates your Salesforce contact and account fields automatically. Who it\u2019s built for [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41,43],"tags":[26],"tools":[21,35],"class_list":["post-317","post","type-post","status-publish","format-standard","hentry","category-lead-enrichment","category-business-listings-data","tag-business-data-api","tools-make-com","tools-salesforce"],"_links":{"self":[{"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/posts\/317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/comments?post=317"}],"version-history":[{"count":2,"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/posts\/317\/revisions"}],"predecessor-version":[{"id":337,"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/posts\/317\/revisions\/337"}],"wp:attachment":[{"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/media?parent=317"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/categories?post=317"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/tags?post=317"},{"taxonomy":"tools","embeddable":true,"href":"https:\/\/dataforseo.com\/templates\/wp-json\/wp\/v2\/tools?post=317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}