Welcome to the Instapage Support Center

|

Integrating with Salesforce CRM

Image result for salesforce

For the integration to work you will need the API key from Salesforce CRM that can be accessed only by Salesforce Enterprise users or above.

In order to integrate your landing page with Salesforce, you need to click on Settings and select Integrations from the menu;

autopilot1.jpg

IntegrationsSymbol.jpg

Now select Salesforce from the top menu;

MYPAGE_-_Instapage_2018-07-26_16-17-37.png

Sign in to your Salesforce account;

foaya_-_Instapage_2018-04-27_12-52-55__1_.png

Then select your account from the list and click Continue;

salesforce2.png

On the next step, you can choose the campaign you want to use;

foaya_-_Instapage_2018-04-27_12-54-06__1_.png

Then you need to map your Instapage fields to the Salesforce fields and click Continue;

foaya_-_Instapage_2018-04-27_12-54-36__1_.png

Some of the fields are marked as required on Saleforce's end, but are not mandatory for our integration to work (Lead ID, Deleted, Full Name, Unread by owner, Created Date, Last modified date, System modestamp).

If you map a field with the [None] option, the submitted data will not be sent to Salesforce.

The Auto Generate option will create a text field inside your integration.

If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.

And that’s it. If you went through all the steps, you should see this confirmation message. Click on Finish, then save and update your page.

foaya_-_Instapage_2018-04-27_12-55-58__1_.png

Important Notes:

- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.

- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.

- Always test your integration with real email addresses as some systems recognize fake emails.  

Have more questions? Submit a request
Was this article helpful?
1 out of 3 found this helpful

Need Further Help?

Tell us what you need and we will be happy to assist you.

Our team of expert support staff and our community can answer your questions. Submit a ticket, or reach out on live chat!