Salesforce Integration
Connect Salesforce to Popl Teams to sync your Popl Leads to Salesforce
In this guide, we’ll walk through the step-by-step process of setting up Popl’s direct integration with Salesforce. Once connected, anyone on your team can instantly sync the leads they collect through Popl directly into your organization’s Salesforce account.
As part of the setup, the integration will create a Salesforce Connected App within your Salesforce environment. This app is used exclusively for syncing Leads, Contacts, Accounts, and Campaign Members.
Note: To use this integration, your Salesforce edition must include API access. You can review which editions support API access here: Salesforce Editions with API Access.
Permissions
Before connecting your Salesforce account, ensure the integration user has the following object-level permissions. These are required for Popl to properly sync leads, contacts, and campaign data.
Recommended: For the most seamless integration experience, we suggest connecting with a System Administrator user. This ensures that all required Salesforce permissions are available for the integration to function properly.
For non-administrators who want to connect the integration, the following permissions are needed:
Lead
Create, Read, Edit
Contact
Create, Read, Edit
Account
Create, Read, Edit
Campaign
Read
ContentNotes
Create, Read, Edit
CampaignMembers
Create, Read, Edit
API Access
Authorized
Approve Uninstalled Connected Apps*
Enabled
*Note: For non-admin users, Salesforce specifies that a user must have Approve Uninstalled Connected Apps enabled.
An admin can add this to your profile via: Manage User Profiles → Select Profile → System Permissions → Approve Uninstalled Connected Apps checkbox.
Connecting your Salesforce Account
1. First, from the Home page of Popl Teams, click into the "Integrations" tab. Find the section for CRM and click the option for Salesforce.
If you've already connected Salesforce at any point before, the option for Salesforce will display under the 'Connected' section. Go ahead and click that option instead if that's the case.
2. Next, you will be taken to the Connect page as shown below. Choose if you want to connect this Salesforce connection for all members of the team, or just for certain subteams. CRM connections can be unique per subteam. Once you’ve made your selection click on “Connect Integration”
3. A pop-up will display asking if you'd like to connect a Salesforce Production account or a Sandbox account.
Note: We recommend starting with your Salesforce Sandbox account to test syncing a few leads. If you're able to create test leads in your Salesforce Production account, you can start with Production instead.
Once you've selected your Salesforce Connection Environment, you'll be brought directly to the Salesforce login page. Enter in your Salesforce credentials. The account you use to login here should be a Salesforce admin to allow the integration to work correctly.
After choosing your account, a pop-up will appear requesting access to your Salesforce account. This page will state which permissions and scopes are needed for the integration to work. To grant access and complete the connection, click 'Allow' at the bottom of the pop-up.
After logging in and granting access you will be taken directly to your Salesforce Configuration page.
You’re all set. To fully customize your integration, continue with the next articles: Integration Settings, Salesforce Field Mapping, and Salesforce Permissions.
If you have any issues or questions, please contact us at [email protected].
With 🤍 from Popl.
Last updated