Salesforce Integration

PRICING

Standard Transactional Pricing

Learn More
VERSION

3.1.0

ADDITIONAL INFO

Salesforce Website

Overview

Salesforce is a leading enterprise customer relationship manager (CRM) application.


Web to Lead

Add a Lead with Web-to-Lead.

Appended Fields

Salesforce will append the following data to your lead.

Appended FieldDescription
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.

FieldDescription
First Name
First name
Last Name
Last name
Email
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).

VariableDescription
Salesforce OidSalesforce unique account identifier
Salesforce Custom
Timeout SecondsProduce 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 FieldDescription
Outcome
Outcome: success, failure, or error
Reason
Failure or error reason
Lead Id
ID of the Salesforce entity
Lead Url
URL to the entity in Salesforce

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
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

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Name
Latitude
Longitude
Geocode Accuracy
Photo Url
Description
Status
Rating
Lead SourceSource of lead, defaults to LeadConduit source name
Salesforce Record Type IdSalesforce Record Type ID
Salesforce Standard Standard Salesforce fields that are not explicitly mapped by the integration
Salesforce Custom Custom Salesforce field (omit trailing '__c')
Timeout SecondsProduce 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 FieldDescription
Outcome
Outcome: success, failure, or error
Reason
Failure or error reason
Lead Id
ID of the Salesforce entity
Lead Url
URL to the entity in Salesforce

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
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

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Lead SourceSource of lead, defaults to LeadConduit source name
Assistant Name
Assistant Phone
Department
Description
Home Phone
Mailing Latitude
Mailing Longitude
Other Address
Other Latitude
Other Longitude
Other Phone
Other Street
Salesforce Record Type IdSalesforce Record Type ID
Salesforce Standard Standard Salesforce fields that are not explicitly mapped by the integration
Salesforce Custom Custom Salesforce field (omit trailing '__c')
Timeout SecondsProduce 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 FieldDescription
Outcome
Outcome: success, failure, or error
Reason
Failure or error reason
Lead Id
ID of the Salesforce entity
Lead Url
URL to the entity in Salesforce

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Opportunity NameA name for this opportunity
Close DateDate when the opportunity is expected to close
Stage NameCurrent stage of this record
Salesforce Standard Standard Salesforce fields that are not explicitly mapped by the integration
Salesforce Custom Custom Salesforce field (omit trailing '__c')
Timeout SecondsProduce 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 FieldDescription
Outcome
Outcome: success, failure, or error
Reason
Failure or error reason
Lead Id
ID of the Salesforce entity
Lead Url
URL to the entity in Salesforce

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
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

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Name
Latitude
Longitude
Geocode Accuracy
Photo Url
Description
Status
Rating
Lead SourceSource of lead, defaults to LeadConduit source name
Salesforce Record Type IdSalesforce Record Type ID
Salesforce Standard Standard Salesforce fields that are not explicitly mapped by the integration
Salesforce Custom Custom Salesforce field (omit trailing '__c')
Salesforce Upsert FieldSalesforce field used to upsert a Lead
Timeout SecondsProduce 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 FieldDescription
Outcome
Outcome: success, failure, or error
Reason
Failure or error reason
Lead Id
ID of the Salesforce entity
Lead Url
URL to the entity in Salesforce

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
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

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Lead SourceSource of lead, defaults to LeadConduit source name
Assistant Name
Assistant Phone
Department
Description
Home Phone
Mailing Latitude
Mailing Longitude
Other Address
Other Latitude
Other Longitude
Other Phone
Other Street
Salesforce Record Type IdSalesforce Record Type ID
Salesforce Standard Standard Salesforce fields that are not explicitly mapped by the integration
Salesforce Custom Custom Salesforce field (omit trailing '__c')
Salesforce Upsert FieldSalesforce field used to upsert a Contact
Timeout SecondsProduce 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 FieldDescription
Outcome
Outcome: success, failure, or error
Reason
Failure or error reason
Lead Id
ID of the Salesforce entity
Lead Url
URL to the entity in Salesforce

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Opportunity NameA name for this opportunity
Close DateDate when the opportunity is expected to close
Stage NameCurrent stage of this record
Salesforce Standard Standard Salesforce fields that are not explicitly mapped by the integration
Salesforce Custom Custom Salesforce field (omit trailing '__c')
Salesforce Upsert FieldSalesforce field used to upsert an Opportunity
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)