Salesforce is the world’s #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
You will need to have one of the following editions of Salesforce in order to have the proper API access:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
For more information on API access within Salesforce, follow this link.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
What does this integration do?
- Create a Lead in Salesforce
- Update a Lead in Salesforce
- Add files to the Lead in Salesforce
OR
- Create an Opportunity in Salesforce
- Update the an Opportunity in Salesforce
- Add files to an Opportunity in Salesforce
What data is transferred into Salesforce?
Contact Details:- First Name
- Last Name
- Business Name
- Phone Number
- Alternate Phone
- Home Phone Number
- Street Address
- Apt/Suite
- City
- State
- Postal Code
- Notes
- Custom Fields
User Assignment:
- Assign to specific SalesForce Users (Using SalesForce User ID)
File Details:
- All Files on SalesRabbit Lead