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Integrating with Salesforce CRM

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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.

 

If you're in the editor, exit the builder to go to the Experience Manager interface:

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Go to the Integrations tab of the Experience Manager and select Form Integrations:

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If you have already connected your Salesforce account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.

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If you go to the main Integrations dashboard to connect, look for Salesforce in the page integrations list.

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Sign in and connect the account. This step is done once per sub-account. When you have connected the account, come back to the Experience Manager for the page you want to integrate with Salesforce and continue with the steps below.

NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. 

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

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

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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.

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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.  

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