Salesforce integration to capture new leads from any web form on your website doesn’t need to be difficult or require custom code.
Since starting DailyStory I’ve had an opportunity to work with several customers that wanted Salesforce integration. But they didn’t have the budget for custom code or a Marketing Automation platform.
DailyStory has supported Salesforce integration since our preview, but we’ve now integrated it with our Magic Forms to make Salesforce integration something that takes a matter of minutes to enable.
In other words, we’ve made it really simple and pain free to get leads into Salesforce without requiring any code.
Setup DailyStory Salesforce Integration
To get started you’ll need to setup the integration between DailyStory and Salesforce. You’ll only need to do this once.
- Step 1 – Add the DailyStory tracking tag to your website
- Step 2- Create a Connected App in Salesforce
DailyStory’s Salesforce integration only uses standard Salesforce fields, so there is no customization of Salesforce needed. If you have added your own Salesforce fields, you can use Extended Field Mapping to map DailyStory lead data to your custom fields in Salesforce.
Once the Connected App is created in Salesforce, and the integration is enabled in DailyStory, you’re ready for the fun part.
Pick any web form to Salesforce Enable
Really, pick any form on your website.
For example, most everyone has a Contact Us form. Copy the URL and create a new Magic Form in DailyStory for your Contact Us form.
A Contact Us form typically has fields for name, email address and an area where people can add their comments. Map those fields to the appropriate fields in the Magic Form (note, DailyStory can auto-discover your fields for you).
For example if you have a field in your form named C_FirstName you would map that to the First name field in DailyStory:
Now, anytime someone completes your Contact Us form a new lead will be created in DailyStory:
Just in case you were wondering, the “Magic” in Magic Forms is that DailyStory can capture details from any form with zero code. Once you’ve learned how to do this for one form, you can repeat for any form on your website.
Publish a New Lead to Salesforce
Now that you’re capturing information from your Contact Us form, publishing a lead into Salesforce is simple.
DailyStory will publish any lead into Salesforce that is marked as qualified. To mark a lead as qualified you can either manually click the green check box on any lead or create an automation to change the lead’s status:
Once people complete the form it usually takes about 3-5 minutes before the lead shows up in Salesforce:
And you can do this for any form on your website without requiring a single line of code or a ticket with IT.
In addition to publishing the lead in Salesforce, DailyStory will track that lead through Salesforce. For example, if the lead becomes a won opportunity in Salesforce the value of the won amount will be attributed back to the campaign in DailyStory. Enabling you to see how your campaigns are performing.