Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. They have cloud-based applications for sales, service, marketing, and more.
How does this integration work?
Envoy will create a new lead in Salesforce when visitors sign in. If a visitor signs in with an email that matches an existing record in Salesforce, their entry will be logged in the activity history. Further, if the visitor signs an NDA, you’ll be able to access their NDA from the activity history, too.
Note: Enterprise or Unlimited Salesforce plan required. Learn more about Salesforce plans.
Making the most of this integration
For this integration to work, you must collect visitor name, email address and company name. The information a visitor types in those fields will sync to the corresponding Salesforce fields.
If you’d like additional visitor information available at a glance in Salesforce, you’ll need to create Salesforce fields that match your Envoy sign-in fields. For example, if you have a sign-in field called “Your birthday,” you’ll need to create a “Your birthday” field in Salesforce. Fields are case-sensitive.
If you have multiple visitor types, you can choose which visitor types create leads in Salesforce. Add a “Visitor type” field in Salesforce to help remember why your guest was visiting.
Enabling the Envoy + Salesforce integration
Note: You’ll need to be an admin on your Salesforce account to complete this integration. Either become an admin or ask your admin for help before completing these steps:
- Go to Integrations > All integrations.
- Under CRM, find Salesforce CRM. Click “Install.”
- On the Salesforce setup step, review the setup instructions as presented. Ensure you are collecting visitor name, email address and company name in your sign-in fields.
- (Optional) Under Visitor types, choose which visitor types you’d like to create leads in Salesforce by adding them here. You can select multiple.
- (Optional) Under Choose a name for activity logs, type in a custom name to appear in your activity history. If you do not add a custom name, the default name for logs will be “Site visit.”
- Click “Next step.”
- On the Authorization step, ensure both your sign-in fields and your Salesforce fields are configured as desired. Click “Next step.”
- On the Connect to Salesforce step, click “Connect account” and follow the instructions as prompted.
- A company field is required to create a lead in Salesforce, so we recommend adding “Company” or “Your company” to your Envoy sign-in fields.
- If you do not have “Company” or “Your company” setup as a sign-in field, Envoy will enter the domain name of the visitor’s email in the Salesforce “Company” field.
- If the visitor’s email contains Gmail, Yahoo or Hotmail, Envoy will enter the visitor’s full name in the Salesforce “Company” field.
- The visitor’s signed NDA will appear as a log in the activity history every time they sign in, even if they’ve only signed it once.
How leads from Envoy look in Salesforce
When you open a lead that was generated from an Envoy sign-in, it will look like any other lead.
- In the lead’s Activity History section, the visitor’s entries (and their signed NDA) appear as activity.
If you click on “Signed NDA,” in the step above, the the task will open. In the Attachments section, you’ll find “nda.pdf.” Click it to open the visitor’s signed NDA.