Add Contact or Add Lead Via the Salesforce API
LeadConduit’s Salesforce integration lets you add a Contact or a Lead to your Salesforce instance.
Configuring the Salesforce integration requires you to enter a Salesforce user name and password. That user must have Salesforce “API Enabled” permission set in its Salesforce user profile:
Best practice is to have your Salesforce Administrator create a user login and profile specifically for this purpose.
Begin by adding a Salesforce delivery step to your flow:
The first time you set up a Salesforce integration you will be prompted to authorize LeadConduit to connect to Salesforce:
But if LeadConduit was previously connected to Salesforce you will be given the option to use an existing connection or add a different one:
For a new Salesforce account login, you will be directed to the Salesforce Login page. Enter the credentials to be used there:
Once the user has logged in to Salesforce, LeadConduit will establish its connection with Salesforce and will prompt you to choose whether you want to create new Salesforce Contacts or create new Salesforce Leads:
LeadConduit will automatically add basic Salesforce fields to your flow if necessary:
In addition to the basic Salesforce fields automatically added to your flow, you may want to provide for additional Salesforce fields that are part of your Contact or Lead profile. Here for example is a custom field in Salesforce named “Source”. Note that it’s Salesforce field name is “Source__c”. You’ll need that later:
These fields must be mapped manually in the step from a flow field or hard-coded value. To do that add a mapping. Let’s map the flow’s system field “Source Name” to the Salesforce “Source”.
First, add a new mapping to the step and select the flow field in the left-hand column:
Next, in the right-hand column, Choose “Salesforce Custom” from the drop-down select list:
And copy the Salesforce field name to complete the mapping. Be sure to save your flow:
That’s all there is to it. Success/failure response parsing is built into the integration.