Salesforce Integration Instructions:
If you are using the Flowpage Contact Collection form, you can now integrate it with your Salesforce instance to seamlessly bring in CRM data you capture via Flowpage as new leads.
How do I set up the Salesforce Integration on my Flowpages?
Navigating to your Flowpage:
Click on Flowpages on the left side navigation which will take you to the My Flowpages page.
Select a Flowpage from the list view or search the Flowpage name you would like to integrate.
After selecting the Flowpage you would like to edit, you will be brought to the Flowpage Profile page.
Authorizing Salesforce:
Once you are on the Flowpage Profile page, click the Settings tab if you are on a desktop device. If you are on a mobile device, click the Settings tab along the bottom of the page.
Navigate to the Settings tab on the Flowpage Profile page.
Scroll down to Salesforce Integration Domain.
Enter your Salesforce subdomain. The format of Salesforce domains is https://MyDomainName.my.salesforce.com. In this input field, you will just enter the MyDomainName part of the domain.
Click "Authorize Salesforce".
You will be redirected to your Salesforce login screen where you will enter your credentials and authorize the integration.
You will be redirected to an Authorization Success page where you will be able to navigate back to your Flowpage by clicking “Manage my Flowpage”.
Next, you will just need to enable the Salesforce integration on a Contact Collection form.
Enabling the Salesforce Integration on a Contact Collection form:
Navigate to the Content section of your Flowpage Profile page.
Either edit an existing Contact Collection form or add one to your Flowpage.
Select Name as a field and make sure it is a required field.
Scroll down when editing the form to the “Select where you would like responses stored” section and check the Salesforce checkbox.
Save the link once you are done making edits.
For more information see our Salesforce FAQ article. For additional questions, please reach out to your CSM or email our team here.