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What's New Getting Started Drag and Drop Standard Builder Integrations Center

Salesforce

Use Center’s Salesforce integration to send segmented contacts in your rules to your Salesforce CRM. 

In this article:

The Fine Print

Integrating Center with Salesforce

Options for Creating Contact Segments 

Supported Actions 

FAQs and Troubleshooting Tips 

The Fine Print

These are some of the details you’ll want to keep in mind as you get started with Center’s Salesforce integration: 

  • To integrate with Salesforce, you must have a Center Early Adopter or Leadpages Advanced account. 

Integrating Center with Salesforce

  1. Go to Integrations in your Center dashboard, then select Salesforce. 
  2. Log in to your Salesforce account. Copy your “Salesforce Instance Name” which can be found immediately before “salesforce.com” in your URL, e.g. xx00 from https://xx00.salesforce.com.
  3. Click Connect. You may need to enter your Salesforce authorization code, or follow other on-screen instructions to authorize Center’s connection to your Salesforce account.

​ 

Options for creating contact segments

​Salesforce is only available in the action portion of rules for now. 

Supported Actions

  • Add to: allows you to add segmented contacts to a specific form. 

FAQs and Troubleshooting Tips 

Where do my leads get sent to in Salesforce?

Leads get sent to Campaigns in Salesforce. You can lean more about Salesforce Campaigns in their documentation here

 

(Updated 10/11/16)


Please let us know if you have additional questions!

We’re here to help. If you run into any issues or just have additional questions, please contact our support team. You can also create a ticket by clicking the banner in the bottom right corner of the Center interface.

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