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. Note that the Salesforce CRM free trial does not have access to "Web Services API", needed for the integration.
Our integration also requires a Salesforce license, not a Salesforce Platform license. You can see the difference between them here: https://d.pr/3dFkf1. You can check what license your account has by going to Setup > Company Profile > Company Information > User Licenses:
If you do not have this license, you will be able to connect the Salesforce account to your Instapage workspace, but you will encounter an error when trying to integrate any page.
NOTE: Our direct Salesforce integration doesn’t work with Salesforce sandbox accounts.
While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:
If you have already connected your Salesforce account to Instapage, you will see it here and you can select it. Otherwise, you will see the message below, and you can go to the main Integrations Dashboard to connect.
Select the workspace you want, Settings, then click Integrations. Click on Continue To Salesforce, as connecting the integration requires confirmation from within their app.
Sign in and connect the account. This step is done once per workspace. When you have connected the account, come back to the slideout menu for the page you want to integrate with Salesforce and continue with the steps below.
Our direct integration is using the API of Salesforce and in order to correctly connect your Salesforce account, you need to be the Salesforce account owner or a team member/user with API permissions.
Please note that our integration will read only the fields from the "Leads" object in Salesforce. You will not be able to send data to fields from other objects (such as "Contacts").
Create the setup to receive leads from Instapage to your Salesforce account by going to Setup - Build - Customise - Leads - Fields - Lead Fields.
Scroll down the page and at Lead Custom Fields and Management, click on New.
This will take you to Step 1: "Choose the field type".
Press Next, and you will be taken to Step 2: "Enter the details".
For custom fields that you created in the "Leads" object in Salesforce manually, make sure that Step 3: "Establish Field Level Security" has the System Administrator option checked as visible.
Step 4: "New custom field" will allow you to click Save & New to create more custom fields or click Save if you are done.
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list.
In the next step, you can choose the campaign you want to use. You can also choose if you want leads to be updated or duplicated in case that the same contact signs up more than once.
Then you need to map your Instapage fields to the Salesforce fields and click Continue;
The Salesforce Last Name and Company fields have a special status. If you have multiple forms on your page and you do not use them inside any of your fields, the integration will work. However, if you use them on one form and not on the second form, the integration will not work on the second form because they become required.
So the two fields are not required if they are not used on the page at all but if they are used on one of the forms in your page then they become required for all forms.
If you map a field with the [None] option, the data submitted in that field will not be sent to Salesforce.
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.
Instapage Checkbox field will not be compatible with Salesforce Multi-select Picklist field if inside Instapage the visitor selects more than one option. This is because Instapage separates options by commas and Salesforce by a semicolon.
Click on Finish. If you went through all the steps, you should see a confirmation message.
Then click on CLOSE.
In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page's slide-out to UPDATE the page experience.
Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.
- 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.
- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.
NOTE: Salesforce CRM allows 5 connections per application. This means that with Instapage you will be able to connect the same Salesforce account to 5 workspaces. If you connect it to the 6th workspace the oldest connection will be revoked.
This does not refer to how many pages you can integrate with the same Salesforce account, which is unlimited.
In case you want more than 5 connections with Instapage (the same Salesforce account connected to more than 5 workspaces) you can contact Salesforce support and try to increase your per-app connection limit. To see more about this topic, you can refer to Salesforce's official documentation here: https://d.pr/fCoxf7
NOTE: Our in-app integration with Salesforce uses the Sforce-Auto-Assign: TRUE Assignment Rule Header. Because of this, the active assignment rules are used.
If you would like to control the value for Sforce-Auto-Assign please let us know. We do not have a way of enabling this currently, but we will log a feature request with our Product Team on your behalf.
As a workaround, you can look into one of the alternatives described in this article: https://d.pr/6evO8O to replace the in-app Salesforce integration.