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!
http://www.salesforce.com/

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

Troubleshooting

If you are experiencing difficulties with your Salesforce integration, please send us an email at support@unbounce.com.

 

Comments

User photo
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 05:33 AM
User photo
Jacquelyn Ma
Unbounce

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
User photo
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 03, 2013 07:49 AM
User photo
Jacquelyn Ma
Unbounce

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 03, 2013 11:19 AM
User photo
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
User photo
Jacquelyn Ma
Unbounce

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
User photo
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?

 

Thanks,
Arjan

October 01, 2013 06:51 AM
User photo
Pamela Becker

Hi Jacquelyn,

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

Can you please assist?

Thanks,

Modi

October 22, 2013 02:15 AM
User photo
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 03:37 PM
User photo
Lou Sturm
Unbounce

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
User photo
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 07:46 AM
User photo
Johnny Opao
Unbounce

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 03, 2014 11:14 AM