You can add new leads and contacts automatically to your Salesforce account or update their details using the native Salesforce integration.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Salesforce is a premium integration, you need to be on the Professional plan or higher in order to use it.
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Integrations" - then just click "Connect" on Salesforce' card.
If you're not currently logged into your Salesforce account, you'll be prompted to do so. Once you're logged in, you will be asked to allow access for involve.me to connect to your Salesforce account.
After allowing access, you'll be able to see the name and email address of the Salesforce account that you're using.
Salesforce Objects and Record Types
While in your integration's settings screen, you'll notice that you can choose between two Salesforce objects: Contact or Lead. Whichever you choose, is the one that will be used with the integration.
Same thing with Record Types, you'll be able to pick from custom record types that you have created in Salesforce. Custom record types are specific to the object they were set up for - meaning that custom record types set up for Contacts are independent from the ones set up for Leads, and vice versa.
Data mapping for the Salesforce integration
The integration will send email and default properties automatically.
For your account to accept more data, please create "Custom fields" on Salesforce accordingly beforehand.
In the following sections you'll learn how different data fields are mapped to Salesforce. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.
Default custom fields that are already predefined by Salesforce:
Full birthday with year**
*Only applies to Leads. For Contacts, you will need to create this custom field in Salesforce.
**Only applies to Contacts. For Leads, you will need to create this custom field in Salesforce.
Default custom fields that need to be created beforehand:
You need to create the fields in Salesforce exactly as shown below in the column "Salesforce Fields".
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
Full birthday with year
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data from question elements:
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to know
If you don't see any options under "Record Type" on your integration settings, this is because no custom record types have been created in Salesforce yet.
Custom fields on existing contacts will be updated when the same email is sent again.
If you have configured a Salesforce integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing your integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact support.