Unbounce Answers/Integrations/Salesforce

Integrating with Salesforce [VIDEO]

Tynan Rollo
posted this on June 25, 2012, 12:38 PM

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.

Want to find out more? Head on over to their website and check it out!

How can I use Salesforce with Unbounce?

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:
    • Email
    • Last name
    • Company
  • A valid Salesforce account with access to the Web Services API, with the following permissions:
    • API Enabled
    • 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

  1. Log in to Unbounce.
  2. Navigate to the page overview for the page you wish to integrate with Salesforce.
  3. Click on Salesforce in the Leads & Form Integrations section near the bottom right hand corner of the page.
  4. Click on the 'Log in to Salesforce" link.
  5. Log in to Salesforce and click "Allow" in order to give Unbounce permission to send lead information.
  6. Wait for Salesforce and Unbounce to authenticate.
  7. 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: If you don't have "modifyalldata" permisson on your SalesForce account enabled, you will need to add it. To do so, please follow these simple instructions:

  1. Go to your Salesforce account
  2. Open the Administration Setup page
  3. Open Permission Sets
  4. Select your users permission set
  5. Select 'System Permissions'
  6. 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 support@unbounce.com.



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Gareth Flanagan

When integrating with salesforce, will the rest of the data that we have on unbounce forms also come through to salesforce, if we set up as on lead layout?

March 14, 2013, 5:33 AM
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Jacquelyn Ma

Hi Gareth - when integrating with Salesforce, only lead data that is collected moving forward will be sent through to Salesforce. Existing lead data will need to be exported (you can export a CSV of all existing leads from a page,) and import the manually into your Salesforce account. 

March 14, 2013, 10:50 AM
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Jeff Russell

So if I created custom fields in unbounce, they will not be imported into the same fields into Salesforce? (ie if I created "how did you hear about us" filed in the unbounce form, will it be matched to the same Salesforce field?).  Are they imported as "Leads" into Salesforce?

July 3, 2013, 7:49 AM
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Jacquelyn Ma

Hi Jeff - the way custom fields in Unbounce are imported to Salesforce is actually dependent on how you field map. To learn more about how to customize this for your Salesforce integration, click here.

In regards to how the leads are imported, when you setting up your Salesforce integration you will be able to choose whether your leads from this page are imported as 'Leads' or 'Contacts'.


July 3, 2013, 11:19 AM
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Sandy Tang

Hi, I want to keep the form as short as possible. I currently have fields for name and email only. Is it possible to integrate w/ Salesforce with just these two field inputs?

August 30, 2013, 10:21 AM
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Jacquelyn Ma

Hi Sandy - unfortunately right now the 'company' field is a requirement of the Salesforce API. Since the API requires this, a possible work around would be to add 'company' as a hidden field and give it a default value to pass over with each of your leads. 

Hope this helps! 

August 30, 2013, 11:52 AM
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Arjan de Knegt

Hi Jacquelyn, 

I'm trying to get my leads to be imported into a specific campaign in Salesforce, but I'm not sure how to do this.
Whenever I try to map a hidden field with the campaign id to the right Salesforce field, Unbounce freezes. Well at least the cursor goes into 'I'm busy mode' and nothing happens.

Any thoughts?



October 1, 2013, 6:51 AM
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Pamela Becker

Hi Jacquelyn,

I have the same issue as Arjan, trying to map the campaign ID with no luck.

Can you please assist?



October 22, 2013, 2:15 AM
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Joe mckenna

Is there a way to access the Campaign field in a lead? We are trying to attach leads created to a particular Campaign but that does not seem possible

November 11, 2013, 3:37 PM
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Lou Sturm

Hey Joe -  Although this can't be configured on Unbounce's end - it can easily be set up in SalesForce's end. Would that work for you?

On SalesForce's side you can automatically assign a lead to a campaign, you'll just want to use an Apex code. Hope that helps! 
November 11, 2013, 10:49 PM
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Carol Boniface

It looks like I can integrate with the SalesForce production environment, but how I can integrate with a sandbox environment?  The login we're using routes through https://test.salesforce.com

December 30, 2013, 7:46 AM
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Johnny Opao

Hi Carol - Unfortunately our API is not setup to work with Salesforce Sandbox at the moment. We are looking into adding this as an improvement but can't give an exact timeline on when this might be done.

January 3, 2014, 11:14 AM
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Andrea Sharfin

Hi Jacquelyn - I'm also trying to keep the form short. I see you suggested a workaround to add 'company' as a hidden field - but I'm not sure what you mean by "give it a default value to pass over with each of your leads." Can you please clarify? Thanks!

April 21, 2014, 6:05 PM
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Johnny Opao

Hey Andrea - To clarify, 'company' is required to be given when submitting a lead to salesforce. If no value is present for this field when you submit the lead then the submission fails. This is why a workaround is to create a hidden field with a default value. The default value doesn't have to be anything in specific, it could be 'default', 'placeholder', 'none', or nearly anything else. As long as there is a value being given for company so that the lead passes through into salesforce successfully. 

April 22, 2014, 11:37 AM
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Taylor Rose

Can you combine two fields (first and last name) into a hidden field (company) so I can import with the company field as <FIrstName LastName>? Or can it only be a default value?

April 23, 2014, 10:12 AM
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Quinn Omori

Hi Taylor - You can definitely do that, but it can all be taken care of in the field mapping with a custom field. Your form can stay as is, but in the field mapping, you can add a custom field and combine the first/last name fields and map that to company.

The custom field mapping needs rounded brackets that match the field names, so if you have "First Name" and "Last Name" on your form, the custom field input should be: (First Name) (Last Name)

There's more on custom field mapping and combining values here: http://support.unbounce.com/entries/20516286-field-mapping-custom-f...

April 23, 2014, 1:47 PM
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We work with Salesforce using only "Personal Accounts" not "Business Accounts". So when converting a lead this is not associated with a business accunt. I noted that I can import leads correctly just mapping the company field as (First_name) (Last_Name). But when trying yto convert a lead into a concact I get an error. Do you know a wat to overcome this?


May 9, 2014, 12:27 PM
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Quinn Omori

Hi Enrique - I believe Salesforce restricts you from converting leads to Person Accounts if the lead has a company value. Unfortunately, the Salesforce API limits us, so you do have to include the company field in order to push leads through the Salesforce API.

If you have Apex triggers enabled, it would be possible to write something to update the company field and delete any value, but I think that would be the only way to get around it, other than manually clearing the company field for each lead.

May 9, 2014, 1:23 PM
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Thanks so much Quinn.

I think you are rigth. Company value is a must to integrate and on the other hand Compnany value must be empty in order to create a person account.

So we will proceed as you suggest, empty the value one the lead is imported in salesforce and before converting in a contact.


May 12, 2014, 3:38 AM
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Chris Barnes

Is it possible to update existing records in Salesforce using this integration?  For example, we want to use this to allow existing records to update their contact preferences.



June 20, 2014, 2:20 PM
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Quinn Omori

Hi Chris - right now we can only add new records to Salesforce, not create new ones.

June 20, 2014, 4:39 PM
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Tim Besecker

Is there a known limitation for being able to map checkbox fields on the Unbounce side to a Picklist (Multi-Select) field on the Salesforce side?

January 8, 2015, 8:12 PM
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Quinn Omori

Hi Tim - you can map checkbox fields to a multi-select picklist in Salesforce. By default, Unbounce checkboxes are set to map individually to separate fields in Salesforce, but you can change that map all of the checkbox choices to a single field. Here's a quick video showing that change in the Field Mapping.

The checkboxes can have different names then the picklist options--they map across based on the order (from top to bottom). So your first checkbox in Unbounce will correspond with the first choice in your picklist, regardless of the label.

If you make that change and it's still not working for you, please shoot us over an email at support@unbounce.com and we can do some more digging into your specific set-up.

January 9, 2015, 11:29 AM