Hello there, Saleshandy users! 👋
We have some exciting news to share today – the Salesforce Integration inside Saleshandy is now live and ready to rock your CRM game! 🚀
Let me quickly walk you through how you can make the most of this fantastic integration.
Salesforce Integration🔗
1️⃣ Access the Integration Application
Head over to your settings and spot the "Integration" application. Click on Connect now and get ready to unlock the magic!
2️⃣ Authenticate Your Application
Under the native integrations, you can see Salesforce Integration (Syncs your Saleshandy data with Salesforce in bidirectional functionality); click on Continue.
This will take you to the Salesforce login page. Log in to your Salesforce account and connect your Saleshandy Account to Salesforce.
Note: Before this, you need to have an account with Salesforce. We already have an Account with Salesforce.
You can confirm in your Saleshandy Account it will show you Two Ticks with Connected ✅. You've successfully connected your Salesforce account to your Saleshandy account.
Mission accomplished; you've successfully connected your Salesforce Account via Integration with Saleshandy. 👏
Configuration🔧 & Mapping Fields🗺️
What is Configuration🔧 & Mapping🗺️?
Configuration🔧 involves specifying the settings, options, or parameters to tailor the system to meet specific requirements. This may include setting up Saleshandy default fields.
Mapping 🗺️involves defining how data from one system should be mapped or transferred to specific fields in another system. This ensures that data is accurately and appropriately transferred or synchronized between systems, preserving the integrity and consistency of information.
In summary, Configuration and Mapping fields involve customizing and aligning data elements or fields within a system or between systems to enable smooth operations, data transfer, or integration. We're using this for Saleshandy-Salesforce Integration.
Which Configuration Fields are available in Saleshandy and what Mapping Fields are synced in Salesforce?
Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields in Saleshandy. To learn more about custom fields, Click Here.
Saleshandy | Salesforce |
Prospects in Saleshandy | |
Prospects in Saleshandy | |
Prospects in Saleshandy | |
Prospects in Saleshandy |
How do you configure a Salesforce account in Saleshandy?
Once you've connected your Salesforce Account, it's time to Configure your Salesforce Account.
Click on the top-right corner, and from the drop-down, select Configure 🔧.
Once configuring it, you can map the fields 🗺️between Saleshandy & Salesforce so data synchronizes between both apps accordingly.
Saleshandy fields are the default fields, whereas you can select Salesforce fields from the drop-down menu and then click on Save.
Mission accomplished; you've successfully configured Salesforce with Saleshandy.👏
Triggers💡& Activity
Triggers💡 are actions that are performed by the prospect who has been enrolled in a sequence by the user. Examples of Triggers include Email Sent, Email Reply, Link Clicked, Sequence Email Opened, Prospect Outcomes Updated, Prospect Unsubscribed, Email Bounced, Contact Created, Import Prospects.
Activity🎯 is the actions that are recorded in your Salesforce Account when certain triggers are activated in your Saleshandy account. Examples of Activities include Creating/Updating an Account, Contacting, Lead Opportunities, Attaching Notes in Salesforce. You can also perform certain actions such as Add Prospects, Move Prospects, Mark Prospects, Assign tags, and Blacklist a Domain in Saleshandy.
Which Triggers are available in Saleshandy, and What Activities can you perform in Salesforce and vice versa?
Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields in Saleshandy. To learn more about custom fields, Click Here.
Saleshandy to Salesforce
Triggers | Activity |
Email Sent from Saleshandy | Create an Account in Salesforce |
Reply is Received in Saleshandy | Update an Account in Salesforce |
Prospect Outcome is updated in Saleshandy | Create a Contact in Salesforce |
Sequence Email is Opened in Saleshandy | Update a Contact in Salesforce |
Link is Clicked in Saleshandy | Create a Lead in Salesforce |
Prospect is Unsubscribed in Saleshandy | Update a Lead in Salesforce |
Email is Bounced in Saleshandy | Create an Opportunity in Salesforce |
| Update an Opportunity in Salesforce |
| Attach Note |
Salesforce to Saleshandy
Triggers | Activity |
Contact is created in Salesforce | Add Prospect in Saleshandy |
Opportunity is created in Salesforce | Move Prospect to another Sequence in Saleshandy |
Account is created in Salesforce | Mark Prospect as Unsubscribed in Saleshandy |
Lead is created in Salesforce | Mark Prospect as Finished in Saleshandy |
| Mark Prospect as Replied in Saleshandy |
| Mark Prospect as Paused in Saleshandy |
| Mark Prospect as Resume(Un-pause) in Saleshandy |
| Assign a tag to Prospect in Saleshandy |
| Blacklist a Domain in Saleshandy |
Triggers | Activity |
Import Prospects from Salesforce | Add Prospect in Saleshandy |
| Move Prospect to another Sequence in Saleshandy |
🪜Steps to Follow
You need to enable the triggers & activities you want to automate between Saleshandy & Salesforce. You can select from Multiple Triggers available;
To enable it, you can use the toggle button ↔️ available to activate the Triggers, and from the drop-down, you can select the Activity you want to perform.
Example: When an Email is Sent from Saleshandy you can Create/Update a Account in Salesforce or Create/Update a Contact in Salesforce or Create/Update a Lead in Salesforce or Create/Update a Opportunity in Salesforce or Attach a Note in Salesforce.
Once you have selected the relevant Activity you want, Click on Save.
If you have selected, Email is Sent from Saleshandy as a trigger and Create an Opportunity in Salesforce or Update an Opportunity in Salesforce as an activity.
A pop-up will show you how to select the closing date (while creating) and opportunity stage (while creating).
Once done selecting, then click Save.
If you're selecting Prospect Outcome is updated in Saleshandy as a trigger and selecting Create a Lead in Salesforce as an Activity, you need to select some extra configurations such as Select Outcome (while creating a lead)
Prospect Outcomes:
Interested 😃
Not Interested 😞
Meeting Booked 📅
Out of Office 📧
Closed ✅
Not Now ⏰
Do Not Contact 🚫
Uncategorized
Custom Outcome (If you've created one, To create a Custom Outcome, click here.)
If you're selecting Prospect Outcome is updated in Saleshandy as a trigger and selecting Create an Opportunity in Salesforce as an Activity, you need to select some extra configurations such as Closing Date (while creating), Opportunity Stage (while creating), Select Outcome (while creating opportunity)
If you're selecting Contact is created in Salesforce as a Trigger and Move Prospect to another Sequence in Saleshandy as an activity, you also need to select some extra configurations, such as Select Sequence and Select Sequence Steps. Once you are done selecting the configuration, click on Save.
If you're selecting Contact is created in Salesforce as a Trigger and Mark Prospect as Finished in Saleshandy as an activity or Mark Prospects as Replied or Mark Prospect as Resume(Un-pause) in Saleshandy, you must also select some extra configurations, such as Select Sequence where you want to mark that prospect as Finished, Replied, Resume(Un-pause). Once you are done selecting the configuration, click on Save.
If you're selecting Contact is created in Salesforce as a Trigger and Mark Prospect as Paused as an activity in Saleshandy, you must also select some extra configurations, such as Select Sequence and Pause Prospect in Days where you want to mark that prospect as Paused and you can set the number of days. Once you are done selecting the configuration, click on Save.
If you're selecting Contact is created in Salesforce as a Trigger and Assign a tag to Prospect as an activity in Saleshandy, you must also select some extra configurations, such as Assign a tag where you want to assign a tag to the prospect, if you have not created a tag you can create it from the pop-up itself. Once you are done selecting the configuration, click on Save.
lf you're Creating a Note in Salesforce, You'll first need to Create/Update Contact or Deal to associate Notes in Salesforce (Mandatory). If you haven't done that, creating a note will lead to failure.
If you're selecting Import Prospect from Salesforce as a Trigger and Add Prospect as an activity in Saleshandy, you must also select some extra configurations, such as Select the Prospects list from Salesforce, where you can select the contact list and import it to Saleshandy. Once you are done selecting the configuration, click on Save.
If you're selecting Import Prospect from Salesforce as a Trigger and Move Prospect to another Sequence in Saleshandy, you must also select some extra configurations, such as Select the Prospects list from Salesforce, Select the Sequence and Select the Sequence Steps where you can select the contact list and import it to Saleshandy Sequence and add it directly to the steps. Once you are done selecting the configuration, click on Save.
Mission accomplished! You've activated Trigger & Activity with Saleshandy👏
Once any of the Triggers are activated, their related Activities are performed, and similar activities also get recorded in Salesforce. This synchronizes your data from your Salashandy account to your Salesforce account without going back and forth between the platforms and vice versa.
Mission accomplished; you've successfully Integrated Salesforce with Saleshandy. 👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below articles If you want to know more about
💡 Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗