Salesforce Integration

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:

  1. Integrate with Salesforce using a JavaScript code for your Campaign

  2. 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:

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3. Select the Variant you want to use:

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Note: if you want to use multiple variants, you need to do the below steps for all of them.

4. Click on the Code icon on the right-hand side:

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5. Select The JS editor:

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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:

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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:

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8. Click on Save then Save & Exit to save the changes:

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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:

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3. Click on Edit settings on the right-hand side:

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4. Click on Add new integration under Add integration:

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5. Select Salesforce from the list of available integrations:

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6. You will see the following window:

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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:

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Once you are logged in, you will be prompted to authorize the integration. Click on Allow to continue:

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8. On the next screen you can associate the input fields of your OptiMonk Campaign and the field identifiers in your Salesforce account:

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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 support@optimonk.com and we would be happy to assist :)

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