Connecting to Salesforce

Create a Salesforce network connection to easily transfer leads and contacts between your account and your Salesforce instance

Before attempting to connect, please review this article to check whether your Salesforce edition has API access. 

Your account can be connected to Salesforce as a method for transferring leads and contacts. The information can flow in two ways:

Collect and pass new leads or contacts to a Salesforce campaign

Contacts collected by Build Your List content can be assigned to your Salesforce campaigns as Leads or Contacts. Choose to assign Leads or Contacts to a single campaign, or to automatically create a new campaign for each Build Your List item.

Import contacts from a Salesforce campaign

Leads or contacts associated with a Salesforce campaign can be imported into your account and synchronized with your email lists.


Creating a Salesforce Network Connection

To get started, create a network connection between your account and Salesforce. This defines how the leads you collect from Build Your List items and other lead forms will be passed into Salesforce and associated with your Salesforce campaigns.

Step 1: Connect your Salesforce account

To create your Salesforce network connection, go to Manage Networks and click on the Salesforce icon under “CRM Integrations and Analytics."

Then, click the Connect to Salesforce button.

You will be asked to sign in to your Salesforce account so that you can authorize the connection.

Click Log In and accept the permissions to continue. 

Step 2: Choose Lead or Contact

When a lead from a Build Your List item or other lead form is passed from your account into Salesforce, you can determine whether it will be added or updated as a new Lead record or as a new Contact record in Salesforce. Select the most appropriate option for how you are using Salesforce.

Step 3: Assign to a Campaign

When leads or contacts are passed to Salesforce, you can assign them to a specific campaign, or you can dynamically create new campaigns based on the Build Your List item that generated the lead.

 

Option 1: Assign to a Named Campaign

A specific campaign can be assigned to all of the leads or contacts that are collected from your account. This same campaign will be assigned to every new record.

Choose the Select the Campaign radio button. Then, choose from the list of existing campaigns or click the Create New button to enter a new campaign name. Select a campaign type, and click Create.

 

Option 2: Create a Campaign from the Item Title

Select Create the Campaign according to Promotion/Item Name to have the system automatically generate a new campaign name for each Build Your List item. 

Specify the type of campaign to be created and then choose an existing campaign from your Salesforce account. This will be the parent campaign to which each new campaign will be assigned.  

Step 4: Map the Fields

Finally, map the fields from the contact records that are collected in your account to the Contact or Lead records in Salesforce. The fields listed in each drop down list are the fields available in your Salesforce instance.

 

Remember to click Save at the bottom of the page to complete your Salesforce network connection!


Importing Contacts and Leads to a List

In addition to sending contacts and leads to Salesforce, you can import contacts or leads from Salesforce and add them to a specified email network in your account. 

To import contacts from Salesforce:

1. Select Contacts > Import Contacts from the menu. 

 

2. Choose the Email Network from the dropdown where you want the Salesforce leads or contacts to appear. To replace the entire list, choose the “Replace List” check box. 


3. Select the Network Import option as an Import Method to see your Salesforce network connection.

4. Choose the type of records you would like to import (Leads, Contacts, or both) and the Salesforce campaign from which they originate. 

 

5. Choose the level of opt-in permission you have for these contacts (Unknown, Implied or Express) and click Submit Import when you are ready to proceed. As a final step, you will be prompted to map your fields.