Integrate Salesforce® REST API with LeadsBridge
With Salesforce® REST API you may build more meaningful and lasting relationships and connect with your customers across sales, customer service, marketing, communities, apps, analytics, and much more.
In this article, you'll learn how to connect your LeadsBridge account with Salesforce® REST API.
Connect Salesforce® REST API integration
- Head over to the left sidebar and click on Integrations
- Click on the Add New button
- Enter a recognizable name for your integration
- Click on the Browse button
- Select "Salesforce® REST API" from the providers list
- Click on the Next button
- Select the entity concept you'd like to use (ex Lead, Contact, Case, Opportunity, Account, Person Account)
- Select the segmentation concept you'd like to use (ex Campaign, Lead Source, List View, Report)
- Click on the Authorize button
- A Salesforce® REST API's wizard will popup
- Enter your credentials and grant the access to LeadsBridge
- Head back to LeadsBridge and click on the Finish button
Which entity concepts we support for Salesforce® REST API
Lead
Leads are people who are interested in your product and service. ( Learn more)Contact
Use contacts to store information about the people you do business with. ( Learn more)Case
A case is a customer’s question, feedback, or issue. ( Learn more)Opportunity
Opportunities are deals in progress. ( Learn more)Account
Use accounts to store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. ( Learn more)Person Account
Person accounts store information about individual people by combining certain account and contact fields into a single record. ( Learn more)
Which segmentation concepts we support for Salesforce® REST API
With LeadsBridge you may use these segmentation concept for Salesforce® REST API.
Campaign
Manage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral. Organize campaigns into hierarchies for easy analysis to see what works best for increasing your company’s sales. ( Learn more)Lead Source
A list's origin.List View
Create a list view to see a specific set of contacts, documents, or other object records. ( Learn more)Report
Report Builder is a drag-and-drop tool for accessing your data quickly and comprehensively. Use it to set up new reports and edit existing ones. ( Learn more)
Common questions for Salesforce® REST API
How can I assign a lead to a Salesforce® owner?
You can assign a lead to an owner using custom values in the Field matching step of the bridge.
You simply need to identify them writing their name or the Salesforce® Id as a value.
You simply need to identify them writing their name or the Salesforce® Id as a value.
Can I configure Leadsbridge to create a new lead if a lead with the same email already exists?
Sure, if a lead already exists in your list but you wish to enter it again as a new lead with the same email simply allow LeadsBridge to create duplicates by flagging YES when you set the integration.
What does 'Use Sandbox' means?
If you use Salesforce® Test Environment, you should toggle this option to YES.
Related Articles
- How to create a bridge
- How to connect Facebook Leads Ads to Salesforce® REST API
- How to connect any CRM/Platform
If you have any further questions regarding this matter, or if you need help to set up the connection between Salesforce® REST API with LeadsBridge, do not hesitate to get in touch!