Salesforce is one of the most popular Customer Relationship Management (CRM for short) software available. It only takes a few simple steps to forward your subscribers' data from OptiMonk to your Salesforce account. You have two options to forward data from your OptiMonk Campaigns to Salesforce:
In case you are a Salesforce Enterprise user, you can also use the direct integration
Please follow the steps below on how to use these options.
Integrate with Salesforce using a JavaScript code for your Campaign
1. First, please log in to your OptiMonk account at https://app.optimonk.com/login/en
2. Select Campaigns on the left menu, then select the Campaign you wish to set up:
3. Select the Variant you want to use:
Note: if you want to use multiple variants, you need to do the below steps for all of them.
4. Click on Dev mode icon on the left-hand side:
5. Select the JS editor:
6. Paste in the following code:
$(document).on('ready', function() {
$('.OM-popup-button[name="submit"]').on('click', function (){
if (OptiMonk.validate('.OM-form:first')) {
OptiMonk.Integration.Salesforce.webToLead("[your-oid]");
}
})
});
It should look something like this:
7. You need to replace [your-oid] with the OID of your Salesforce account. You can follow this article to find your Salesforce Organization ID: Find your Salesforce Organization ID. Once replaced, the code should look something like this:
8. Click on Save then Save & Exit to save the changes:
That's it! :) Please see the other integration option below.
Direct integration
The first few steps are similar:
1. First, please log in to your OptiMonk account at https://app.optimonk.com/login/en
2. Select Campaigns on the left menu, then select the Campaign you wish to set up:
3. Click on Edit settings on the right-hand side:
4. Click on Add new integration under Add integration:
5. Select Salesforce from the list of available integrations:
6. You will see the following window:
Give a name to your integration, then click Authenticate.
7. If you are not logged in, you will be prompted to log in to your Salesforce account:
Once you are logged in, you will be prompted to authorize the integration. Click on Allow to continue:
8. On the next screen you can associate the input fields of your OptiMonk Campaign and the field identifiers in your Salesforce account:
Please make sure to select a list, and once you are ready, click Done and Next in the top right corner to save the changes.
That's it! :)
If you need any further help or have any questions, just let us know at [email protected] and we would be happy to assist :)