With the Outgrow and Salesforce integration, you will now be able to pass leads from your Outgrow content pieces directly into Salesforce to trigger marketing automation activities.
a) A valid Salesforce account with Web Services API access, with the following permissions:
- API Enabled
- Object-Level permission to Read, Edit, and Create Leads
- Field-Level security to Read, Edit, and Create Lead fields
b) A live Outgrow content piece
Log in to your Outgrow account and select a content piece for which you want to set up an integration with Salesforce.
Once you are in the builder, navigate to the Integrations section in the Configure tab. Under Native Integrations, you will see Salesforce.
Click the Configure button on Salesforce Integration.
Make sure you have allowed the pop-up on your browser to configure integration for Salesforce.
On clicking on Configure, a popup to allow Outgrow to send leads to your Salesforce account will appear. Click on Yes and then on the next screen, log in to your Salesforce account.
Once you are logged in, you will get an option to Proceed with Object or Proceed with Segment.
You can refer to this document to learn more about creating segments in analytics and adding the specific segments to different cadences and lists in your marketing automation, CRM, or ESP tool.
You can simply proceed with object.
While proceeding with Object, you can also choose a Custom Object that you have created in your Salesforce account. In this case, the Custom Object is named as- Custom Lead as show below.
NOTE- You can create Custom Object in your Salesforce account by navigating to Object Manager >> New Object.
- After selecting the object, you can proceed by mapping the fields.
Once you are done, click on Test Connection and Finish. Your Salesforce integration is now active. You can now push a test lead with sample values. If your connection is successful, the lead will be visible in your Salesforce account.
NOTE- Outgrow will update your contact/lead details if a person attempts the same content piece more than once.
Once the integration is configured and is active, you can navigate to the Salesforce block to see more actions that can be performed on Salesforce integration after it has been set up.
Re-configure- In case your Salesforce credentials have changed or you want to connect Outgrow with a different Salesforce account, then you will have to Reconfigure your Salesforce integration to continue getting Outgrow leads in your Salesforce account. If you have collected some leads on Outgrow but don't see them on Salesforce then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help then drop us an email with your query at [email protected].
View Mapping- If you need to go over which fields you have mapped to configure your Outgrow-Salesforce integration, you can click on view mapping. you can then toggle between tabs to view the mapping across all fields.
Task History- This contains the list of all the leads sent to Salesforce. The leads which are in queue to be synced will have status Waiting and those which have failed to sync due to some reason will be shown as Failed. If due to some error in connection your leads from a calculator or quiz have not been sent to Salesforce then you can Sync the leads to your Salesforce account after re-configuring. All the leads which were not sent to your account will be sent to Salesforce when you sync. If for some reason, even after syncing you do not see your lead on your Salesforce account then reconfigure once and then Sync.
Deactivate - In case you don't want to send leads from a content piece to Salesforce, you can simply deactivate it.
- For every Outgrow content piece you create, you will have to activate or deactivate the integration from the configure section on the builder, in order to start or stop sending leads collected on Outgrow to Salesforce.
- Any custom field added to Salesforce will automatically show up in the dropdown on the mapping pop-up. You can easily map any value on Outgrow with any predefined or custom field on Salesforce.
Read this to learn How to add custom fields to Salesforce
If you don't have "modifyalldata" permission on your SalesForce account enabled, you will need to add it. To do so, please follow these simple instructions
- Open the Administration Setup page
- Open Permission Sets
- Select your users permission set
- Select 'System Permissions'
- Add modifyalldata permission
Updated about 1 year ago