Salesforce Integration

In this document, we will provide a step-by-step walkthrough of how to set up 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.

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.

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! For this demo, we are going to go with "Connect Integration for Full Team") 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.

1. 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.

1. 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.

   
2. After logging in and granting access, you will be taken directly to your Salesforce Configuration page.

Team Settings

You can adjust which team members you want this integration to apply to. Under the section for Connection Type, you can add/update Subteams or apply to your Full Team by clicking on the button 'Edit Team Settings' Note: For this demo, we are going to go with "Connect Integration for Full Team"

Sync Settings

Now that your Salesforce is connected, you can navigate to the Sync Settings to choose a sync frequency and logic that works best for your team.

1. Sync Type - Adjust the toggle to choose whether you want to sync leads or contacts to Salesforce. For the purposes of this demo, we'll choose 'Leads'

2. Auto Sync - This toggle allows you to set the workflow for syncing your leads to Salesforce. Enable this to sync to Salesforce instantly after capturing a lead.

• Auto Sync Toggled ON - Instantly 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.

• Toggling OFF Auto Sync - Manually 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.

3. Update Contact Logic - Toggling this on will apply the custom mappings that have been set in the Field Mappings section to the Contact, if the Contact already exists.

Field Mappings

Once you have chosen your workflow, you have the option to customize the integration connection. In the Configure Mappings section, you can set up field mappings to ensure your Popl Lead data ends up where you need it in your CRM. By clicking on the ‘Configure’ button you can edit the existing default mappings, set-up custom mappings, tags, and static values. Overwrite Logic for mappings, static values, and tags - After adding fields, you can adjust the overwrite logic. For example, if a lead (or contact) with the lead's email already exists, would you like the integration to update existing fields with new values from Popl or fill them in if missing? Select 'Overwrite Field' from the dropdown to overwrite with new values. 1. Custom Mappings - On this tab, you can review the mappings that are synced over automatically, edit any existing mappings, and set up unlimited custom mappings between fields in Popl and fields in your Salesforce. This integration will automatically connect to the fields below, with no additional configurations needed:

Note: You can adjust any of these mappings in the Custom Mappings tab. You can set up unlimited custom mappings between fields in Popl and fields in your Salesforce. To start adding, simply click the 'Add Custom Mappings' button and select your desired fields. If you'd like to add another custom mapping, just click "+ Add mapping". If you want to remove a custom mapping click the 'x' to remove.

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 "Popl Field" and then select "State/Province" for the "Salesforce Field".

2. Static Mappings - This section allows you to map information from Popl that will be the same for every lead. The text field is a free entry field. You can enter your desired text here and select which Salesforce field you’d like it mapped to.

For example, you can type 'Popl' into the Text field and then select 'Lead Source' for the Salesforce Field.

To start adding, simply click the 'Add Static Mappings' button. If you'd like to add another static mapping, just click "+ Add mapping". If you want to remove a custom mapping click the 'x' to remove.

4. Popl Tags - Use Tag Mappings to choose where Popl Tags are sent in your CRM. If multiple tags are added to a lead that is synced, the integration will sync all tags over to this chosen field. To remove a Salesforce field, click on the 'x' or select 'None' from the dropdown. On the Popl Dashboard, tags can be created and updated on the Leads page or on the Tags page. Once your customization is complete, simply click the ‘Save’ button in the bottom right of the pop-up to save your mappings. ✅

Object Properties

Configure additional properties to maintain organization in your CRM, including Campaigns and Lead Status.

1. Campaigns - Select your campaign from the dropdown. The lead will always get assigned to the campaign selected. If the lead is already assigned to other campaigns, those assignments will not be affected. The campaign value can be changed at any time as your team visits different events. 2. 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.

Create Test Lead

After setting your desired configuration and mappings, you can test it out! Click the ‘Create Test Lead’ button on the bottom right of the Configure Salesforce page. This will open a pop-up with test data. Click the button 'Create Lead' and this will create a test lead for you to review your sync settings and custom mappings. Within the dashboard, you can view this test lead on the Leads page.

Save Your Configuration

Once your customization is complete, simply click the 'Save Changes' button in the bottom right and you'll receive a confirmation that your configuration has saved.

Congrats! 🎉

Once your desired workflow(s) are enabled, you are all set! Now you or your team can sync 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 you have 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.