Note: The Salesforce integration is included with Pro level subscriptions and requires a Salesforce account with Web Services API access.
Unbounce now allows you to easily integrate with Salesforce, giving you access to another incredible tool in our growing list of third party integrations.
What is Salesforce?
Salesforce offers an amazing set of tools for cloud computing aimed at leading the shift to the Social Enterprise. Their Customer Relationship Management (CRM) solution has won numerous awards and is one of the most popular CRMs on the web.
Integrating Salesforce with your Unbounce landing page is simple, follow the steps below and you will have your campaign up and running in no time!
What you will need:
An Unbounce account with a Pro subscription
An Unbounce landing page with a form that has the following fields:
A valid Salesforce account with access to the Web Services API, with the following permissions:
Object-Level permission to Read, Edit, and Create Leads
Field-Level security to Read, Edit, and Create Lead fields
What it will do:
Once your landing page is integrated with Salesforce we will send all new leads to Salesforce. That's it, nice and simple! If you'd like the integration to do more please contact us with your ideas and let us know!
Setting up a Salesforce Integration
Log in to Unbounce.
Navigate to the page overview for the page you wish to integrate with Salesforce.
Click on Salesforce in the Leads & Form Integrations section near the bottom right hand corner of the page.
Click on the 'Log in to Salesforce" link.
Log in to Salesforce and click "Allow" in order to give Unbounce permission to send lead information.
Wait for Salesforce and Unbounce to authenticate.
Your page should now be successfully integrated with Salesforce! When you close the dialog Salesforce will have a blue checkmark, indicating that new leads will be forwarded to Salesforce.
That's it, you're all set!
Once your account is integrated, you are ready to start sending your leads over to Salesforce.
Note: Some customers may need to add the "modifyalldata" permission on their Salesforce account, to add this please follow these simple instructions:
Go to your Salesforce account
Open the Administration Setup page
Open Permission Sets
Select your users permission set
Select 'System Permissions'
Add modifyalldata permission
Viewing your Leads on Salesforce
Unbounce sends four custom fields along as part of each lead sent to Salesforce. To view this additional information you will need to configure your Salesforce Lead layout to display the custom fields.
Unbounce Custom Fields:
Unbounce Page ID - The unique page ID associated the landing page
Unbounce Page Variant - Indicates which variant the lead was submitted from
Unbounce Submission Date - The date the lead's form was initially submitted
Source - The URL of the source landing page
If you are experiencing difficulties with your Salesforce integration, please send us an email at firstname.lastname@example.org.