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.

Our Salesforce integration offers the most flexibility and customization options within the digital business card space. Featuring unlimited custom mappings, comprehensive lead status management, advanced de-duplication and update logic, and more, we're excited to establish a connection that perfectly aligns with your CRM requirements.

Once set up, this integration will create a Salesforce Connected App in your Salesforce environment that will only be used for lead/contact/account syncing. The only Salesforce objects that this connected app may read or write to are Leads, Contacts, Accounts, and Notes.

Note: Please make sure you have one of the Salesforce Editions that allows for API access in order to use this integration: See Salesforce Editions with API Access Here.

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

  • Note (will create a note record if notes are added and automatically assign the note to a lead or contact)

  • 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.

2. Next, you will see a Salesforce popup as shown below. Click on "Connect" in the top right of the 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.

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.

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:

Overwrite Info

If a lead (or contact) with the lead's email or phone number 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.

Campaigns

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 Mappings

This section allows you to set up unlimited custom mappings between fields in Popl and fields in your Salesforce. For the "Object Name" field, either select "Lead" or "Contact", then create your mappings. The values for the "Application Field" are dynamically pulled from any lead capture fields or template lead capture fields that you have added in Popl Teams and the values for "Salesforce Field" are dynamically pulled from your Salesforce.

For example, let's say that you have a custom lead capture form on Popl Teams that gets a value called "State" from your leads/prospects. If you'd like to map the "State" values from Popl to a field called "State/Province" on Salesforce, you would select "state" for the "Application Field" and then select "State/Province" for the "Salesforce Field".

If you'd like to add another custom mapping, just click "+ Add Mapping".

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 Salesforce. For the "Object Name" field, either select "Lead" or "Contact", then choose the Salesforce field you'd like tags from Popl to map to. This field is completely optional.

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}

Note: You may notice other fields below the "Custom Lead Properties" field, these fields are now legacy and will be removed very soon. Please do not use these fields at this time as the custom mappings above achieve the same purpose but with more flexibility.

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 teams@popl.co, we are available nearly 24/7 and will get back to you within 6-8 hours or less.

With 🤍 from Popl.

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