Amplemarket Team
Amplemarket Team
  • Updated

Setup Videos

Setup Walkthrough

In order to complete the following steps, you must have an admin seat or a seat with the following permissions:-
  • Read/Created/Edit on the Standard Objects
    • Accounts
    • Contacts
    • Leads
    • Tasks
    • Opportunities
  • From Administrative Permissions
    • API Enabled
    • View Setup and Configuration (used to see API quota limits)
    • Use CRM Analytics

Step 1: Connecting Salesforce

  1. Log into Amplemarket and click “Settings”
  2. Navigate to "Integrations", then select "Salesforce CRM Integration". Click "Connect Salesforce".
  3. This will then take you to a Salesforce login page where you can enter credentials and establish the connection.

Step 2: Configuring Pull Records

Loom tutorial for this step can be found here

You can pull 3 types of records from Salesforce directly to your Amplemarket exclusion list:

  • Leads
  • Contacts
  • Accounts

To set this up:

  1. Select the object on the left hand side you wish to set up exclusions for
  2. Select “Only selected ______”
  3. Pick the Salesforce field to be used and the option you wish to exclude
  4. Repeat as needed for other objects

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Step 3: Configuring Push Records for Contacts or Leads

Full loom tutorial on this step found here

New leads generated through Amplemarket can be pushed to your Salesforce automatically once enrolled in a sequence.

To Set this up:

  1. Enable the toggle for the push under the “Push Records Tab
  2. Decide on pushing as Contact or Lead
  3. Decide on pushing all contacts enrolled into sequences, or only those who reply with certain labels

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Note: If Contacts, you will also have to decide:

  1. Associate all the new Contacts to existing Salesforce Accounts
  2. If a lead already exists, do you wish to convert it to a contact, or keep it as a lead

For either contacts or leads, Amplemarket will automatically include a source field populated by whatever you enter in the source text field. The default is Amplemarket, but you can change this. Please make sure to match this field with one on your Source Picklist in Salesforce, or make a new option to match.

If you make any changes to your integration, and you wish to backfill, you can always select to “Push History” button.

Step 4: Configuring Activity Push

A full loom tutorial on this step can be found here

You can enable Amplemarket to log all activity (call, email, linkedin) done in the system. This activity will log under the object itself (lead/contact) in Salesforce.

To set this up:

  1. Review the default toggles that the Integration enables
  2. Toggle on or off any options that match your preference

To help you search and filter activities within Salesforce, we recommend enabling Activity Title Enrichment. The additional information includes the sequence name, sequence stage, sequence type, and all the tags that were configured for the sequence where that specific activity occurred.

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Note: Salesforce limits the number of characters on Activity Titles to 255 characters. This means that some information might not appear. 

Note 2: In order for in-sequence e-mails to be pushed to Salesforce, "Push Lead/Contact Records" must be enabled. Otherwise, only external e-mails, calls and calendar events will be pushed to already existing records, which are matched via e-mail address.

Step 5: Configuring Mapping Fields

Complete mappings tutorial found here

In this section, you can configure all the fields you want to sync between Amplemarket and Salesforce records. You can choose field mapping for Leads, Contacts, and Accounts.

This allows you to set up the mappings once and sync them to Salesforce according to the rules you defined when setting up your pipeline.

For example, for each Lead on Salesforce you can:

  1. See what is the name of the field on Amplemarket

    image4.png

  2. Decide what is the default value on Salesforce if the field is empty

  1. Decide if you want to overwrite the data on Salesforce with the information pushed from Amplemarket
  1. Decide if you want to make this field optional, which means it won't prevent the lead/contact/company from being updated/created if there is an error in this field (e.g., error in the format, validation rule, etc.)

Pro tip: For many fields and errors, the optional check box will be a lifesaver. Optional will allow the contact/lead to push over despite an error. E.G., we highly recommend that all locations (state, city, country) be set as “optional” as these frequently populate picklists. If the value Amplemarket has does not match your pick list, it will cause an error and block the whole contact/lead. Setting this as optional leaves this value off and proceeds as usual. Typically, this happens with state/providence when you are prospecting in the EU, etc.

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