Integrating with Salesforce

Amplemarket
Amplemarket
  • Updated

How it works

Amplemarket provides you with bi-directional integration with Salesforce. You can push & pull leads, contacts, accounts, and activities between the two platforms. This integration helps you make sure your sales team avoids contacting the same leads (or accounts) and syncs all-new activities to your Salesforce.

 

Step 1: Connecting Salesforce

Step 2: Configuring Pull Records

Step 3: Configuring Push Records for Contacts or Leads

Step 4: Configuring Push Records based on Amplemarket tags

Step 5: Configuring Push Records for Email and LinkedIn Activities

Step 6: Configuring Mapping Fields

Step 7: Reconnecting & Deleting Salesforce Integration

Step 8: Visualizing Errors and Performed Actions

 


 

Step 1: Connecting Salesforce

You can connect your Amplemarket account with Salesforce directly here or by accessing the Settings Integrations on the Amplemarket dashboard.

You need to have an admin seat in order to complete the following steps. 

From Amplemarket’s dashboard, mouse over the cogwheel on the left and click "Integrations", then select "Salesforce CRM Integration". Click "Connect Salesforce".

 

 
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Step 2: Configuring Pull Records

After connecting Amplemarket with Salesforce, you'll have to configure how you want Amplemarket to work with the data it is pulling from Salesforce (SFDC → Amplemarket).

This allows you to make sure that you add the relevant leads, contacts, and accounts to your Amplemarket exclusion list, which automatically prevents you from adding these people to your Amplemarket sequences in the future.

 

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

  • Leads
  • Contacts
  • Accounts

On each specific tab, you can choose what you would like to pull. For example, you can choose to pull Accounts based on their Account Type in Salesforce. In the example below, you can see how to automatically add all your customers to Amplemarket’s exclusion list.

Note: Once enabled the option, all Leads, Contacts and Accounts are pulled automatically from Salesforce every 3 hours.

 

Step 3: Configuring Push Records for Contacts or Leads

This section allows you to configure how Amplemarket records are pushed to your Salesforce CRM (Amplemarket → Salesforce). The records that you can push to Salesforce are:

  • Leads
  • Contacts
  • Email and LinkedIn Activities

Every new lead that you generate thanks to Amplemarket can be automatically synced with Salesforce. When your sales team reaches out to a new lead via Amplemarket that lead can be synced to Salesforce as a Lead or a Contact.

You should first decide if you want Amplemarket to create a new Lead, or a new Contact whenever you reach out to someone via Amplemarket.

 

A - Pushing Contacts

You can push the contacts that you generate via Amplemarket as Salesforce Contacts. When pushing Contacts you should choose if you want to:

  • associate all the new Contacts to existing Salesforce Accounts
  • create a new Salesforce Account for pushed Contacts if the Account didn’t exist on Salesforce already

B - Pushing Leads

Instead, you can push the contacts that you generated via Amplemarket as Salesforce Leads. Every Lead created on Salesforce will have the options that were described above when pushing contacts.

Once you’ve chosen Leads or Contacts, you should decide which name the field “Source” should have when it will appear on Salesforce. By default, this field will say Amplemarket.

Step 4: Configuring Push Records based on Amplemarket tags

In this step, you can opt to push contacts to Salesforce only if:

  • The prospect has replied
  • The prospect has replied and the reply was categorized with one or more Amplemarket tags (ex: “interested”, “not interested”, “forwarded to the right person”, etc)

Note: if you choose to push only contacts that have replied, you can select all, multiple, or only one email reply category.

Amplemarket will start syncing the contacts to Salesforce once you enable the green button below.

Step 5: Configuring Push Records for Email and LinkedIn Activities

You can push the email and LinkedIn activities you perform with Amplemarket (i.e the written content of the emails you send/receive through Amplemarket, a connection invite on LinkedIn, etc) directly to Salesforce. This will save you manual work as you don’t have to insert tasks into Salesforce for each prospect you contact through Amplemarket.

 

 

In this step, you should enable or disable each option based on how you wish to sync Amplemarket with Salesforce.

Additionally, you can also push contact/lead associated calendar events (as a Salesforce task or event) and phone calls (all of them or based on call disposition).

 

Since in the previous step you decided when you want to create a new Contact or Lead on Salesforce, here you are deciding if you wish to push the content of the email to that Contact or Lead on Salesforce.

The LinkedIn activities that you can push are based on what bulk actions you have performed with Amplemarket. Check this article to learn more about LinkedIn Bulk Actions.

To help you search and filter activities within Salesforce, we recommend enabling Activity Title Enrichment. By enabling this feature, all the pushed activities will include more information in the Salesforce activity title. 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. 

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

Step 6: Configuring Mapping Fields

In this section, you will be able to 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 have them sync to Salesforce according to the rules you defined when setting up your pipeline.

 

For example, for each Lead on Salesforce you can:

  • See what is the name of the field on Amplemarket
  • See and change what is the corresponding field on Salesforce
  • Decide what is the default value on Salesforce if the field is empty
  • Decide if you want to overwrite the data on Salesforce with the information pushed from Amplemarket
  • 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.)  
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  • Decide if you want to add extra customized fields to Salesforce

Repeat the process for Contacts and Accounts.

 

Step 7: Reconnecting & Deleting Salesforce Integration

To reconnect or delete your Salesforce account while on the Amplemarket dashboard, go to Settings - Integrations on the left menu bar.

 

 
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Go to the Settings tab.

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To reconnect your Salesforce account with Amplemarket, press the blue button.

To delete the existing Salesforce integration, press the red button.

Step 8: Visualizing Errors and Performed Actions

To visualize all the records from errors or performed actions by the Salesforce integration, go to Settings - Integrations on the left menu bar and open your Salesforce integration.

 
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Go to the "Logging" tab.

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To view all the errors descriptions and the time at which they occurred, stay on the "Errors" page.

To view all the successful actions performed between Amplemarket and Salesforce, move to the "Success" page. Here you can check all the records description and date.

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