Posted on 15 Nov 2017

Salesforce Integration

You can connect one or multiple Salesforce accounts into your dashboard and start creating sync instances for the following objects:

  • Accounts
  • Contacts
  • Leads
  • Opportunities

You can access the integration tab from under the Contacts --> Salesforce Connector (Add-on must be installed or part of your plan)

salesforce-connector

The sync is bi-directional and can be customized as a one-time, recurrent or part of an automated journey at the contact level:

sync

You can customize the sync data as well as your mapping criteria:

salesforce-mapping

You can add different buckets of data and save your instance. Logs will be accessible to see the execution results and make edits to existing instances:

salesforce-sync-logs

Below is a step by step walk-through of how you can create sync instances:


For more integration related topics or any other information, please visit our help center.

Written by
Richard Fallah

C.E.O at VBOUT

is the Director of Marketing atvvvvvvv

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