Salesforce CRM Integration

B

Since we’ve deployed Salesforce within our organization, integration with that would be phenomenal!

31 replies

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!

John_Federico

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

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

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.

J

Hi kparise,

Thanks for your feedback.

Right now the restriction of the Salesforce integration for Enterprise level or above accounts only, is due to a development challenge that was discovered while the integration was being built on Unbounce. Unfortunately we were not able to find a way of allowing all Sales Cloud account levels to integrate to their Unbounce pages at this time, but our team will continue to work on this because we know that it is important to you.

In the meantime, I should mention that regardless of account level, the integration should work if you have API access as well.

If you do not have API access at this time, a current alternative, with a little bit of development from your end, would be to use the webhook functionality to send your leads to Salesforce as well: http://support.unbounce.com/entries/3…

I know this is not exactly what you would have been hoping for, but hopefully that hopes to clarify things.

K

Salesforce integration requires Enterprise edition or above?!? Unbounce prides themselves in delivering landing pages for small businesses…how many small business out there are using Salesforce Enterprise edition? Make this compatible with Professional edition & then I’ll use this feature.

J

Hi Everyone!

We know that you’ve been waiting to for this feature, so we’re happy to announce that Unbounce is now officially integrated with Salesforce!

It has definitely been a long time coming and we have appreciated everyone’s patience while our team worked to put the integration together. Take a look at our official announcement or jump right on over to see how to integrate with Salesforce right now.

As always, if you experience any issues with the set up, please don’t hesitate to contact us at support@unbounce.com.

Happy Integrating!

I

We would LOVE this feature! The headache its been to manage multiple separate PHP handlers just to get unbounce to submit to salesforce is finally over…

I want it.

D

Hi

Did I read right and that you have a workaroud for capsule . I am looking to start a crm program and this seemed the most suitable for me. Salesforce seems a bit overboard for my needs but integration would be a cool feature of whichever software I go for.

Thanks In Advance

Carl_Schmidt1

Hey everyone! We’re very happy to report that we have an integration with Salesforce in the works right now, and we’re hoping to push this live fairly soon. Our first version of the integration is very simple, it pushes to your “Leads” collection in Salesforce, and also works with our Field Mapping feature (currently in labs) so you can specify which Unbounce form fields go to a particular Salesforce field.

Just wanted to check with folks who wanted this, does it sound like we’re covering most of your needs? Would you need to populate something other than just Leads in Salesforce? Let us know in the comments…

Carl_Schmidt1

Thanks Jason, fixed that…

I

bad link.

Carl_Schmidt1

Hey Jennifer, we don’t have a specific date yet. The folks at OneSaas got in touch with us and let us know that they have an integration hub that ties together Unbounce and Salesforce (check out http://onesaas.com/ )…

J

Any timeline available for the integration of salesforce

K

please contact us about this Carl! Thanks

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…

K

I too am a paying customer (after) integration to Salesforce is in place.

C

Also very interested in this for myself and a few client accounts!! Exporting leads and importing leads to salesforce is simply not possible during heavy promotions as the data is never available as needed.

Carter
Rank

Hey Mark, thank you so much for contributing - this is awesome! We’re going to try it out ourselves very soon here.

M

Use this PHP script to send your unbounce leads into Salesforce:

post = _POST[‘data_json’];
$form_data = json_decode(stripslashes($post));

define(“SOAP_CLIENT_BASEDIR”, “./soapclient”);
require_once (SOAP_CLIENT_BASEDIR.’/SforcePartnerClient.php’);
require_once (SOAP_CLIENT_BASEDIR.’/SforceHeaderOptions.php’);

$USERNAME=‘XXXXX’;
$PASSWORD=‘YYY’;

$mysf = new SforcePartnerClient ();
$mysc = $mysf->createConnection(“soapclient/partner.wsdl.xml”);
$auth = $mysf->login($USERNAME, $PASSWORD);

$email_address=$form_data->email[0];

$lead = new sObject();
$lead->type = ‘Lead’;
$lead->fields = array(‘FirstName’ => ‘Joe’,
‘LastName’ => ‘Smith’,
‘Company’ => ‘ACME’,
‘Email’ => $email_address);

//create the lead
$result = $mysf->create(array($lead), ‘Lead’);

// for troubleshooting, dump the response variables out
echo var_dump($result);

C

Yeah I did play around with that, but found reformatting the JSON to post data to be beyond my skills. (My CRM is CapsuleCRM by the way)

Carl_Schmidt1

If a CRM will accept just a simple POST, then you could possibly use our webhook feature with just a little scripting. We *definitely* want to provide support for Salesforce sooner rather than later!

Carl_Schmidt1

Yes, you could likely do this, with the caveat being that you wouldn’t get conversion reporting in Unbounce, making A/B testing more difficult.

C

Most CRM’s easily integrate with generic forms. All we would need is the ability to custom name the fields to match and set the submit post destination. As with LLoyd above, the current inability to integrate is a deal breaker for me, but could so easily be fixed.

lloydsilver

I presume that one could also use the Custom HTML widget as well, right? That way we could embed a SFDC web-to-lead form, or a 3rd party web-to-lead form? Adds a little complication but might be another temporary workaround.

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