Clare Knight,
With our Salesforce integration, you can instantly convert the details of people you collect at events into Salesforce leads. You can share any text-based or selection data from your event forms.
What the integration can do:
- Create new leads inside Salesforce
- Transfer lead data in real-time
- Add any data to Salesforce if the email address already exists as a Lead
- Update and replace data within an existing lead inside Salesforce
- Assign leads to an active campaign
What the integration cannot do (yet!):
- Create or update any other kind of object
- Update contacts
Note: you will need to contact support (support@integrate.com) or your customer success manager to switch on this integration feature for your account before you can follow these steps. You will also need to have API access included in your Salesforce package.
Setting Up the Salesforce integration
First Run: Setting up the Salesforce integration
Enable your account to integrate with Salesforce. Open your dashboard, and choose Settings > Integrations from the main navigation, then Add new.
Select the Salesforce icon and select Add.
Click Login to Salesforce, if you are testing using a Salesforce Sandbox account, tick advanced settings. You will be redirected to Salesforce to sign in. Login using your Salesforce username and password.
Click Allow to permit Integrate Events to send data to Salesforce.
Your account is now ready for you to setup individual events which will allow you to create new Salesforce leads.
Using the Integration: Create new or update existing leads automatically in Salesforce
You will need to repeat this step of the process for each event that will create Salesforce leads. Alternatively, you can duplicate and modify an existing event where the Salesforce integration had already been set up.
Choose an event from your dashboard, and click into it. From the options, choose select the Setup integrations button.
From the options, choose Salesforce
Choose how you would like data to be updated in Salesforce if a contact already exists, then you will need to match the questions on your form to your Salesforce fields. To do this select Edit field mappings.
To link leads from your event to an active Salesforce campaign, simply add the campaign by searching the name or ID.
In order for the campaign to be linked you will need to select the member status from the dropdown. All records submitted to the event will be given the chosen member status inside the chosen campaign.
In the left column are fields from your event form. The right column are your fields in Salesforce. Fields set to Unassigned will not be filled with any data.
Once happy, select Save Changes. When you collect data using the app or web forms, the lead will appear in Salesforce automatically, and the Salesforce lead details will be filled using data from the Integrate Events form.
Questions & Related Tasks
Can I test the integration using my Salesforce Sandbox (test environment)?
Yes, you can do this by selecting the advanced setting when you initially log into your Salesforce account. Please note you can only be logged into one account at a time, so you will need to remove the Sandbox integration before reconnecting to your full Salesforce account.
Can I create or update leads in Salesforce using this integration?
Yes, Integrate Events will check Salesforce for existing records based on email address. If there is more than one match we will update the last updated record.
Can I update an existing Salesforce lead by submitting the same person's data twice?
Yes, as long as you have the integration within the Integrate Events dashboard set to one of the two "Replace existing data" options.
Please note: Salesforce uses its own, separate method of checking for duplicates which we do not mirror - this could impact the updating of leads.
How fast will my leads appear in Salesforce?
If your device is connected to wifi, data from the app will sync to the dashboard straight away, this information will usually be conveyed to Salesforce a few seconds after they appear in the Integrate Events dashboard.
Will the integration automatically assign leads to campaigns?
Yes, you can assign an active Salesforce campaign to your event. You will need to set a campaign member status to be assigned to any leads collected.
Will Assignment Rules be automatically applied to new leads created by Integrate Events?
Not automatically, but you can facilitate this yourself using your own Apex code.
Does the integration find duplicates inside both leads and contacts?
The integration only searches for duplicates inside leads.
Can I create leads in Salesforce when using check-in functionality?
Yes, provided you are using the 'Insert new leads and update existing leads (matched on email)' setting (when defining the behaviour associated with leads that already exist in your Salesforce).
Can I map multiple form questions to one field in Salesforce?
Yes, it is possible to update one Salesforce field with the data from multiple form questions. For example, you may have split products out into categories but only have one Salesforce field for these.
How does this feature work when my devices are offline?
Leads are queued to be added to Salesforce as soon as the data synchronises to the Integrate Events dashboard.
Can I use the same integration over multiple Integrate Events accounts?
Each account will need to have a separate integration set up.
Can I import the data that I collected before I set up the integration on an event?
You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.
How do I disable or remove an integration from an event?
From the Integrations screen for the event, under the Salesforce row, select Remove Integration.
If a lead is affected by an error, can I resend the lead to Salesforce after I've corrected the issue?
Yes with our 'resend outbound integration' functionality, you can resend affected leads to Salesforce from within the dashboard. See Help Centre article, ➡️ Resend leads to integrated platforms.