Salesforce Integration

Gleam enables you to automatically send contacts to SalesForce as leads, this opens up a world of possibilities for businesses utilising Salesforce as a CRM or marketing platform.

  • Allows you easily send users from campaigns to Salesforce as leads.
  • Never have to export data & import it into Salesforce again.

Integrating Salesforce

You can enable Salesforce Integration on the Premium plan & above. Simply navigate to Settings > Integrations then turn on Salesforce.

You will first need to connect your account by logging in with your Salesforce username & password.

Sending to Salesforce

In order to send a contact to Salesforce you must use the Subscribe action type.

Whenever you have Salesforce connected you will be able to specify the lead source for any campaign:

These contacts will show up as leads, with the following attributes:

  • Email address
  • First name
  • Last name
  • Lead source

Testing Your Salesforce Integration

In order to test if emails successfully send to Salesforce you need to do the following:

  • Have a competition created with a Subscribe action
  • Ensure that this action is linked to an existing list in Salesforce
  • Enter the action manually from your competition dashboard
  • The action will become invalidated (since we automatically invalidate admin actions)
  • Go to the Actions tab for that competition, then make your action valid
  • It should appear in Salesforce within a few minutes