Salesforce CRM Integration

Any time - I’d be glad to toss in my ‘2 cents’. I’m relatively new to Salesforce, but I have seen some good implementation examples of it.

Hey Chris, we use CapsuleCRM ourselves and really like it. Can’t say for sure if we’ll provide a specific integration for it, but I’d be happy to help you with your integration code, as we’re fairly familiar with the CapsuleCRM API (we auto-create contacts on Unbounce signup). Feel free to email your code to support@unbounce.com and we’ll have a look!

Thanks for the nudge Lloyd,
We have Salesforce very high up on our integrations road map and we’ll be tackling it after the next few big features that we’re working on are finished up.

As an interim solution, since you can integrate your Unbounce forms with a MailChimp list, you can try integrating your MailChimp list with Salesforce as they already have that solution in place. You can read up on how to do this here.

I understand this is a pretty convoluted 3-step solution and requires you to have a MailChimp account, but it’s worth throwing out there until we have a nice easy integration in place.

Thanks for everyone’s patience!

Carter

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.

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!

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);

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.

please contact us about this Carl! Thanks

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/ )…

Thanks Jason, fixed that…

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

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!

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.