Integrating with Salesforce

Our Salesforce integration ensures that everyone who completes a form gets created as either a Lead or a Contact in Salesforce.

Setup

You’ll need to provide API access to Clearbit via a Salesforce user credentials. Since we use Salesforce’s SOAP API, you’ll need to provide an email, password, and security token to get access to their API.

Salesforce Username & Password

These should be your Salesforce account's user credentials. Many customers choose to create an integrations user in Salesforce so that individual user credentials are not shared.

If you decide to create a new user account, please create this user by going to Setup > Administration Setup > Users > New User, and creating a new user with a System Administrator profile. This profile is required to give us enough permissions to access the API.

Also make sure that IP Security is disabled in this Salesforce user account. This is because our servers often change and its hard to predict their IPs.

salesforce.png

Salesforce Security Token

You can find your Security Token under My settings > Personal >Reset My Security Token. Once you reset your security token it will be emailed to you.

Additional settings

You can specify the value for the Lead Source, or it'll be Clearbit Forms by default. You can also specify whether leads or contacts get created.

Once our Salesforce integration is configured we recommend testing the connection by hitting that big blue Test Connection button. Remember to enable the integration with the switch in the top right.

Field mapping

By default, the following fields will be mapped:

  • Email
  • First name
  • Last name
  • Title
  • Phone

For Leads, company name will also be mapped.

Custom mapping

To map a custom field, say a message field to be sent along with incoming sales requests, you simply need to create a custom field in Salesforce and name it the same as the field's internal name. We'll automatically add the __c suffix.

To create a new field, head to Setup -> Customize -> Leads -> Fields. And then under Lead Custom Fields & Relationships click the New button. You'll need to specify a data type (usually Text or Text Area) for the custom field.

Next make sure the Field Name is exactly the same as the internal field name you specified in Forms, that'll ensure it gets mapped correctly. The Field Label can be arbitrary. Lastly set the access control on the new field (ensure that Salesforce user you configured above has access to write to it), and create the new field.