Selzy Integration With Salesforce

Below, you will find instructions on how to set up integration between Selzy and Salesforce. Once set, the integration allows the transfer of new leads and record updates from your Salesforce CRM to Selzy.

Setting up a new integration in Selzy

In your Selzy account, navigate to the Integrations section of the main menu, then go to My Integrations and click on Apps:

How to connect Salesforce with Selzy

The Apps tab contains integrations that you set up with other services. Click on Add a connection to set up a new integration:

How to connect Salesforce with Selzy

In the pop-up window select Salesforce. Click on the Salesforce icon once again and then click on the Add a connection button.

How to connect Salesforce with Selzy

The integration editor will appear, where you need to set up the parameters marked with red asterisk (*) for the Salesforce integration to work. You can leave the default Title “My Account Salesforce” or set your own.

How to connect Salesforce with Selzy

Then click Continue at the bottom right corner of the Create a connection to Salesforce window to finalize the integration setup.

A new pop-up window will appear asking you to grant access to your Salesforce account. Click Grant access.

How to connect Salesforce with Selzy

Selzy’s integration builder, Albato, will request access to your Salesforce account and permissions for specific actions. To grant access, simply click Allow.

How to connect Salesforce with Selzy

If everything is ok, a pop-up will appear notifying you that Salesforce has been successfully connected. You can then choose whether to continue setting up the integration with Salesforce by creating an automation, connect another service, or simply close the pop-up and leave. The previously granted access will be retained.

How to connect Salesforce with Selzy

Selecting Salesforce as the data source

To start collecting data from Salesforce, you need to create a new automation and set up a trigger, an event that is going to trigger the data collection, and further actions in Selzy.

In your Selzy account, go Integrations → My integrations → Automations → + New automation:

How to connect Salesforce with Selzy

Automation builder will open. Click Select an app to send the data.

How to connect Salesforce with Selzy

The Set up a trigger window will open. From the dropdown menu, choose Salesforce. Depending on what you need, select one of the following events that will trigger the automation:

  • New lead: Triggered when a new lead is created.
  • Delete record: Triggered when an existing record (a lead, an account, or a contact) is deleted.
  • Update record: Triggered when an existing record (a lead, an account, or a contact) is updated.
  • Opportunity updated: Triggered when an existing opportunity is updated in.

At the bottom right corner of the window, click the Add a trigger button.

How to connect Salesforce with Selzy

Setting up an action in Selzy

After you set up the trigger, set up an action to be performed in Selzy. In the integration builder, click on Select an app to receive the data.

How to connect Salesforce with Selzy

In the Add an action window, set the action parameters depending on the event you chose as a trigger. For instance, if the trigger is adding a new lead in Salesforce, you might want to choose the Add a new contact action in Selzy.

Once you select all the parameters, click Add an action button at the bottom right corner of the window.

How to connect Salesforce with Selzy

Data mapping

Now, you need to perform data mapping. This ensures that the data from Salesforce  is correctly transferred and utilized by Selzy to perform the set action(s).

For example, assign New lead: Phone from Salesforce to Phone in Selzy, New lead: Email to Email, and so on.

Additionally, set a Double Opt-In option based on whether or not you need to obtain consent from the customer to receive your emails.

How to connect Salesforce with Selzy

Finalizing the integration setup

Review the settings to ensure they are correctly configured. At the bottom of the integration builder, click Start to activate the integration.

How to connect Salesforce with Selzy

Testing the integration

To test whether everything works, perform an action in Salesforce that you've set as a trigger. For example, add a new lead. Then, go to Selzy and check if the data has been correctly transferred and the set follow-up action has been performed.

Did we answer to your question?

0
0