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Salesforce

Connect Salesforce to Popl Teams for syncing Popl leads as Salesforce leads or contacts
In this document, we will provide a step by step walkthrough of how to setup our direct integration with Salesforce! This integration will allow anyone on your team to instantly sync the leads they collect via Popl to your team's Salesforce account.
This integration will automatically connect to the fields below, with no additional configurations needed:
  • First name
  • Last name
  • Email
  • Job Title
  • Company name
  • Phone number
  • Website
  • Address
  • Lead Stage
  • Lead/Contact Owner (will be the member that connected with that lead/contact via Popl)
  • Any custom fields you set up on the "Configuration" tab (optional)

Connecting your Salesforce Account

1. First, from the home page of Popl Teams, click into the "Integrations" tab. Then find the section for Salesforce and click "Connect".
  • If you've already connected Salesforce at any point before, the button will be "Configure" instead of "Connect". Go ahead and click configure instead if that is the case.
Popl Teams - Integrations Page
2. Next, you will see a Salesforce popup as shown below. Click on "Connect" in the top right of the popup.
Popl Salesforce configuration popup
3. A window will then pop up asking you first to log into your Salesforce account.
Note: If you have the option to pick production or sandbox, choose production.
The account you use to login here should be a Salesforce admin to allow our integration to work correctly.
Popl Salesforce Auth
4. After logging in the Salesforce authentication window will disappear and you will see that the button in the top right of the popup now shows "Connected". Great job! Now you can toggle on one (or multiple) of our 4 available workflows.
Popl Salesforce workflows

Syncing Leads or Contacts to Salesforce

1. Now that your Salesforce is connected, there are 4 options for workflows that you can turn on. Note: you can turn on multiple workflows if you'd like.
  • AUTO SYNC - Convert Popl Leads into Salesforce Leads The Auto Sync workflow will automatically sync leads from Popl to Salesforce at the very moment that any member of your team captures a new lead on Popl. This workflow completely removes any sort of manual data entry or lead selection, saving your team time and creating incredible efficiency.
  • Convert Popl Leads into Salesforce Leads This normal sync workflow is for teams that want an admin or member(s) to choose which leads that they would like to sync over to Salesforce before they are synced. This workflow has more control than the auto sync as admins/members can decide exactly which leads should be synced and which leads shouldn't be.
    • Admin Controls: Admins can choose to sync any member's leads over at any time
    • Member Controls: Members can choose to sync only their own leads at any time. This ability can also be turned off by an admin if needed.
  • AUTO SYNC - Convert Popl Leads into Salesforce Contacts The Auto Sync workflow will automatically sync contacts from Popl to Salesforce at the very moment that any member of your team captures a new lead on Popl. This workflow completely removes any sort of manual data entry or lead selection, saving your team time and creating incredible efficiency.
  • Convert Popl Leads into Salesforce Contacts This normal sync workflow is for teams that want an admin or member(s) to choose which contacts that they would like to sync over to Salesforce before they are synced. This workflow has more control than the auto sync as admins/members can decide exactly which contacts should be synced and which contacts shouldn't be.
    • Admin Controls: Admins can choose to sync any member's contacts over at any time
    • Member Controls: Members can choose to sync only their own contacts at any time. This ability can also be turned off by an admin if needed.
2. Once you have chosen a workflow to switch on (multiple can be turned on if needed), you have the option to customize the integration connection. This step is completely optional and most customers don't need anything custom set up. All workflows have the same customization options and here is more details on each section:
Popl Salesforce configuration options

Overwrite Info

If a lead already exists, would you like the integration to update existing fields with new values from Popl or leave them be? Toggle this on to overwrite with new values.

Lead Status

This field allows for setting certain lead statuses to leads that sync over from Popl. For example, if you would like all leads synced from Popl to be set to "Qualified", you would choose the "Qualified" option here. All available statuses are dynamic to your Salesforce account.

Campaign

This field allows for setting which campaign leads sent over from Popl should be set to. The campaign value can be changed at any time as your team visits different events.

Custom Lead Properties

This field is for setting custom values for Salesforce leads. For example, if you would like all leads from Popl to have your Salesforce property "Lead Source" set to "Popl", you would put this JSON string value:
{"lead_source":"Popl"}
You can set multiple custom values by using the JSON format:
{"field 1":"value 1","field 2":"value 2",etc}

Dynamic Mappings

The next 5 fields are used for dynamically mapping lead capture fields from Popl to Salesforce lead fields. There are 2 dynamic mappings available.
For example, let's say that you have a custom lead capture form on Popl Teams that gets a value called "State" from your prospects. If you'd like to map "State" values from Popl to a field called "State/Province" on Salesforce, you would put "state" for the first field called "First Popl Lead Capture Field to Map to Salesforce Dynamic Mapping Below" choose "Lead" for "Object Name" and then "State/Province" for the third field across from "First Popl Lead Capture Field".
A second dynamic mapping can be set up with the additional mapping fields if you'd like.

Where to map tags from Popl

This field is for setting where you'd like tags that are added on Popl to sync to in Pardot. In our example above, we are mapping tags from leads over to the "comments" field in Pardot. That way, if one or more tags are added on Popl, those values will also map over to "comments" when synced to Pardot. This field is completely optional.
Once your customization is complete, simply click X in the top right of the popup to return to Popl Teams. All customization is auto saved, so no need to click any sort of save button.

Congrats! 🎉

Once your desired workflow(s) are enabled, you are all set! Now you or your team can export leads at any time from the Popl Dashboard or the Popl mobile app to your connected Salesforce account.
Check out Popl Teams to instantly start syncing leads from Popl Teams to your Salesforce account!
If any issues or questions, please contact us at [email protected], we are available nearly 24/7 and will get back to you within 6-8 hours or less.
With 🤍 from Popl.