How to integrate your poptin with Salesforce?
In this help article, we will try to illustrate how you can integrate your poptin with Salesforce.
Please follow the steps below to understand the process:
Login to your Poptin Account and go to the Popups dashboard, there click on the Dropdown icon next to the poptin you want to integrate with Salesforce and click on "Edit Design"
Scroll down to Email and Integrations > Add Integration in the left menu
Find Salesforce in the list of Integrations there and click on the Authenticate button
Please note that you will have to use any of the existing fields on your poptin for the Company field on the integration (since it is required by Salesforce). You can also add an extra input field on your popup dedicated to being mapped with the Company field on the integration.
Besides the Company field, our full name field is divided into First name and Last name, email, phone, and message (will be seen in Salesforce's Description field) are also integrated.
Once you authorize Poptin to be used with Salesforce, click on the Approve button
Once you approve the integration, make sure you click on the Next or Publish Changes button on the top right corner to save the integration in the poptin's settings
If the integration is successful, you will receive an API Test Lead in your Salesforce contacts.
Please note that the integration will only work for the paid users on Salesforce. You can check here the allowed Salesforce editions for API access.
Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
Group Edition
Essentials Edition
Professional Edition
For Professional Edition organizations, all requests for API access must be purchased and can be processed by contacting your Salesforce's Account Executive. If you don't have a designated Account Executive, contact Salesforce's Sales Team.
This is how the leads will look on your Salesforce contacts after the integration:
Note : if you get an error and the integration is not successful, please make sure you have a Description field visible for your leads on your Salesforce account. If it is not enabled then you will find this setting in the Setup -> Object Manager -> Lead -> Enable Description field on your Salesforce account.
Note: Supported fields in Salesforce <> Poptin integration are as below.
Name
Email
Phone
Message
Please follow the steps below to understand the process:
Login to your Poptin Account and go to the Popups dashboard, there click on the Dropdown icon next to the poptin you want to integrate with Salesforce and click on "Edit Design"
Scroll down to Email and Integrations > Add Integration in the left menu
Find Salesforce in the list of Integrations there and click on the Authenticate button
Please note that you will have to use any of the existing fields on your poptin for the Company field on the integration (since it is required by Salesforce). You can also add an extra input field on your popup dedicated to being mapped with the Company field on the integration.
Besides the Company field, our full name field is divided into First name and Last name, email, phone, and message (will be seen in Salesforce's Description field) are also integrated.
Once you authorize Poptin to be used with Salesforce, click on the Approve button
Once you approve the integration, make sure you click on the Next or Publish Changes button on the top right corner to save the integration in the poptin's settings
If the integration is successful, you will receive an API Test Lead in your Salesforce contacts.
Please note that the integration will only work for the paid users on Salesforce. You can check here the allowed Salesforce editions for API access.
Editions with API Access
Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
Editions without API Access
Group Edition
Essentials Edition
Professional Edition
For Professional Edition organizations, all requests for API access must be purchased and can be processed by contacting your Salesforce's Account Executive. If you don't have a designated Account Executive, contact Salesforce's Sales Team.
This is how the leads will look on your Salesforce contacts after the integration:
Note : if you get an error and the integration is not successful, please make sure you have a Description field visible for your leads on your Salesforce account. If it is not enabled then you will find this setting in the Setup -> Object Manager -> Lead -> Enable Description field on your Salesforce account.
Note: Supported fields in Salesforce <> Poptin integration are as below.
Name
Phone
Message
Updated on: 15/11/2024
Thank you!