Connect Wisepops with Salesforce

Boris Hocdé Updated by Boris Hocdé

Thanks to the Wisepops & Salesforce integration, you can synchronize the leads collected by Wisepops as Salesforce Contacts, or Salesforce Person Accounts.

Supported Salesforce editions
REST API access is enabled by default in Enterprise, Performance, Unlimited, and Developer Edition orgs. Professional Edition orgs can add API access as an add-on. For more information, visit Salesforce Help: Add Products and Licenses with the Your Account App or contact a Salesforce account executive. Learn more.

Connect your Salesforce account

Follow these steps to connect your account:

  1. Log in to your Wisepops account,
  2. Open or create a popup with a sign-up form,
  3. Click your sign-up form,
  4. In the left menu, click Sync,
  5. Click the Salesforce logo,
  6. In the window that opens, log in to your Salesforce account, and click Allow,

You're done!

Sync as Contacts or Person Accounts

Once you've activated the Salesforce sync for a campaign, Wisepops asks you to choose a list. This is the Salesforce destination object.

If you have enabled Person Accounts in your Salesforce org, you can choose Person Accounts instead of Contacts. In this case, each contact synced by Wisepops is also linked to an Account.

How fields are mapped

The following fields are mapped automatically to Salesforce fields:

  • Email: to Salesforce Email
  • Phone: to Salesforce Business Phone
  • First name: to Salesforce First Name
  • Last name: to Salesforce Last Name
Last name is set by default to -
The contact's last name is required by Salesforce. To synchronize leads without last name, Wisepops defaults it to the hyphen (-).

You can set the mappings of fields in the Wisepops builder. Both Salesforce standard fields and your own custom fields are supported.

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