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You can add new leads and contacts automatically to your Salesforce account or update their details using the native Salesforce integration. This integration uses the Salesforce Sales Cloud.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - 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 always send the email property automatically.
For your account to accept more data, please create "Custom fields" on Salesforce accordingly beforehand.
Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can map the involve.me fields to the integration fields.
In order to map involve.me fields to Salesforce fields, you just need to pick your involve.me field first, and then pick the Salesforce field that should get that data, and so on.
For more information on mapping please see this article here.
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 funnel and you duplicate said funnel, 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 funnel.
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 funnel, 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 our support team.