If you have ever used Salesforce, then you know just how much firepower this CRM platform has behind it. What makes it even more useful is its ability to be integrated with so many additional “weapons” like Unbounce, that allow you to have all of you leads come back to one CRM arsenal. We have put together a step-by-step guide for the integration of your Unbounce landing pages into Salesforce. Below you will find all of the requirements on the Unbounce & Salesforce side of integration as well as the little details of the process that are often overlooked. Enjoy the how to: Integrating Unbounce with Salesforce!
Requirements: Pro level subscriptions and requires a Salesforce account with Web Services APIaccess. Salesforce Enterprise account or above.
Purpose: To send leads into SFDC. Seems like certain forms in Unbounce can be integrated with SFDC while you can choose not to integrate certain forms/landing pages as well. The steps listed below may need to be repeated for each landing page that you wish to sync with SFDC.
Steps to set up integration:
1. Log into Unbounce.
2Navigate to the page overview for the page you wish to integrate with Salesforce.
3Click on Salesforce in the Leads & Form Integrations section near the bottom right-hand
corner of the page.
4Click on the “Log into Salesforce” link.
5Log in to Salesforce and click “Allow” in order to give Unbounce permission to send lead information.
6Wait for Salesforce and Unbounce to authenticate.
7Your page should now be successfully integrated with Salesforce! When you close the dialog Salesforce will have a blue checkmark, indicating that new leads will be forwarded to Salesforce.
What you need from the Unbounce side: Pro subscription, a landing page with form fields, email, last name, and company.
What you need from the Salesforce side: API enabled, object-level permission, and field-level security
Unbounce Custom Fields: Unbounce Page ID, Unbounce Page Variant, Unbounce SubmissionDate, Source
NoteUser must have “Modify All Data” permissions enabled.  (The connected user is established in step 4 listed above).
Other stepsWill need to update lead layout page in order to see the Unbounce custom fields.
At a minimumUnbounce forms must have Last Name, Company, and Email in order to sync properly.
Don’t hesitate to contact us if you have any questions or would like to know how this applies to your business. Stop searching for the knowledge and have it delivered directly to you by Subscribing to Read the Review & Save a Few [News Letter], your weekly debriefing to all the Sales Acceleration Software News, Reviews, & How-to’s!

 

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George Dibo

About George Dibo

George is a content writer/editor with a keen interest in digital & content marketing as well as sales and marketing alignment. George's current professional passion is strategically curating, creating, and editing valuable content that is a resource for readers. George combines his love and excitement for writing, with his experience in technical optimization to create the most desirable user experience for the audience. As a pupil of Content Marketing he realizes the tremendous role content plays in building a loyal audience and maintaining those relationships over time. George also understands the invaluable impact that those relationships can have on the future profitability of any organization.