Salesforce Integration
Overview
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Web to Lead
Create Lead
Create Contact
Create Opportunity
Create Object
Upsert Lead
Upsert Contact
Upsert Opportunity
Upsert Object
Web to Lead
Add a Lead with Web-to-Lead.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Integration outcome. Success or failure |
Reason | If the outcome is failure, this is the reason why. |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
First Name | First name |
Last Name | Last name |
Email | |
Company Name | Company/employer name |
City | City |
State | State |
Title | Job title |
Website | Website |
Phone 1 | Primary phone |
Phone 2 | Mobile phone |
Address 1 | Street address |
Postal Code | Postal code |
Country | Country |
Company Industry | Industry |
Reference | Campaign ID |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Oid | Salesforce unique account identifier |
| Salesforce Custom | |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Lead
Add a new unique Lead.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Company Name Required fieldSalesforce needs this data to function. | |
First Name | |
Salutation | |
Title | |
Email | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Website | |
Company Annual Sales | |
Company Industry | |
Company Number Employees | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Contact
Add a new unique Contact.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Email | |
First Name | |
Middle Name | |
Title | |
Salutation | |
Name Suffix | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Dob | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Opportunity
Add a new unique Opportunity.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Standard CloseDate | Date when the opportunity is expected to close. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Object
Add a new unique Object.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Sobject | Salesforce object name |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Lead
Add or Update a Lead.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Company Name Required fieldSalesforce needs this data to function. | |
First Name | |
Salutation | |
Title | |
Email | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Website | |
Company Annual Sales | |
Company Industry | |
Company Number Employees | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Salesforce Upsert Field | Salesforce field used to upsert a Lead |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Contact
Add or Update a Contact.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Email | |
First Name | |
Middle Name | |
Title | |
Salutation | |
Name Suffix | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Dob | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Salesforce Upsert Field | Salesforce field used to upsert a Contact |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Opportunity
Add or Update a Opportunity.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Standard CloseDate | Date when the opportunity is expected to close. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Upsert Field | Salesforce field used to upsert an Opportunity |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Object
Add or Update an Object.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Sobject | Salesforce object name |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Upsert Field | Salesforce field used to upsert an Object |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |