Salesforce CRM Integration

Show first post

31 replies

Ryan

Hey everyone,

Because our current Salesforce integration requires your Salesforce account to have API access, not all customers have been able to fully take advantage of this feature.

We’ve been working with another company, CloudSnap, to bring this integration to all account levels. You can sign-up for a free CloudSnap account here and can see how to set it up in this video they put together.

We hope this helps those of you who haven’t been able to use the integration and would love to hear your feedback.

L

@Ryan - this is awesome

FAO all: we just tried this and it works, we are on the “Group” Salesforce account and we’ve just been able to map form submissions to leads… Hurrah!

Takes a bit of fiddling and actually the Cloudsnap interface is a little buggy in places but awesome UI and more importantly it works for users like us who don’t have Enterprise Salesforce accounts.

Thanks, Liam

John_Federico

Hello, Carl. Any word on an official integration with Capsule? What about unofficial? 😉

Carl_Schmidt1

Hey John, we get some but not a lot of requests for Capsule integration. It’s on our very long list of potential integrations, but we don’t have a timeline for it. I encourage you to submit it as an idea here on our Get Sat forums, though. The more votes we get for it the more likely we are to do it.

If you have any access to development resources, we can also point you to our webhook. It would be reasonably easy to implement on your own!

Carl_Schmidt1

Bob, funny you should mention, we’re just kicking off some integration work right now, and Salesforce is definitely on our list! Love all the feedback you’re sending our way. Can I assume that we can pick your brains for details on how you’d like to see Unbounce -> Salesforce work?

Oli_Gardner
Rank

Here’s a Webhook implementation from Colin Loretz - with a blog post to help illustrate it’s use. Using this, you can connect your Unbounce forms directly to Salesforce.

http://colinloretz.com/2011/03/leadho…

Reply


Terms & ConditionsCookie settings