Integrations

Overview: API Features and Integrations

Use the SalesforceIQ API to connect with other tools that you use to manage your critical business workflows.

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

Our API enables you to set up the following:

With API access, you can do the following:

  • Create new leads, opportunities, etc. in SalesforceIQ from outside data sources like web forms
  • Update SalesforceIQ information for your leads, opportunities, etc. from other systems
  • Add activity information to a Stream
  • Use information from SalesforceIQ to augment other systems

Our documentation includes a section titled “Introduction and Basics" that provides code examples for standard use cases that customers have used successfully. Please see our API Documentation here.

Set up API access

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

To get your team up and running, you must be your Organization's admin. Learn about how to check if you're the Organization admin here.

To set up API access:

  1. Click at the top of the screen, and then select Settings.
  2. Click Integrations.
  3. Click the integration type you want (Custom in this example).
  4. Enter a name for your API key. SalesforceIQ uses this name to tell users where the information they see is coming from.
  5. A public key and a secret key are displayed.

    Note: Don't lose the secret key. It won't be shown again.
  6. Provide both keys to your developer and point him/her to our API documentation.

Notes regarding keys:

  • Use one key per source of data—for example, web form, marketing system, etc.
  • If you need more than three keys, please submit a case to our Support team on the Contact Us page. Be sure to include information on your intended use case(s).
  • Selecting Reset Secret breaks any existing integrations that use that key. Use this option with caution.

Integrations FAQ

Here are some answers to questions you might have regarding using integrations in SalesforceIQ. The questions are grouped into these categories:

General Questions

How many API keys do I need?

We recommend creating one API key per developer or team use case. So, if you have one internal developer working on an integration with a web form and an outsourced team working on an integration with a support app, we recommend the two groups use two different keys. In the future, your Organization's admin will be able to control permissions on a key-by-key basis.

How many API keys do I get?

Each customer starts with five API keys. If you need more than five integrations, contact your SalesforceIQ customer success manager to ask for additional API keys.

Where can I test my API calls?

You can use an unused List or dummy Account in your existing Organization, or if you need a test environment for development, you can contact us to create a test Organization.

What capabilities are available to perform a two-way sync with third-party applications?

With SalesforceIQ's open API infrastructure, companies have the ability to perform a two-way sync between SalesforceIQ and third-party applications. As you look to build out two-way sync integrations, you should determine which fields you need to provide a two-way sync, rather than attempting to sync all fields.

Does the owner field in SalesforceIQ have to be a SalesforceIQ user?

Yes. An owner must be tied to a user ID.

Is there a way to list events for an Account? I'd like to automatically determine the date when sales team members solidified an Account.

Within our listitems endpoints, we have creation dates that show you when a lead, opportunity, etc. was created.

What API endpoint do I use to update field values in the SalesforceIQ Grid?

You use the List Item API endpoint to update field values such as multi select, status, and any other field within the SalesforceIQ Grid.

Can I query leads, opportunities, etc. in the Grid based on field values (status, owner, etc.)?

Currently in our platform, you can't query the entries on a List based on specific Grid values. Most customers perform a GET call on all List entries and then query the field values for specific entries in their own database.

Marketing Automation Integrations (HubSpot, MailChimp, Pardot)

Can I synchronize a leads List from an external source (such as MailChimp, Pardot, HubSpot) into a SalesforceIQ Account-based List?

Unfortunately, you can't sync a List from an external source into an Account-based List in SalesforceIQ. However, you can create an Account Name field in the external source List and then sync the external source List and the corresponding Account Name field into a SalesforceIQ Contact-based List.

You can sync a SalesforceIQ Account-based List into an external source List.

A lead in SalesforceIQ on an Account-based List has five different emails associated on the points of contact. What happens if I sync this lead to an external source?

The integration is designed to make sure that your marketing automation tool has at least one Contact from your leads List. When the integration kicks off, it checks if any of the five emails associated to the lead already exist in the marketing automation tool's List. If none of the emails are already in the marketing automation tool's List, then the integration adds the first email address for the lead into the marketing automation tool with all the corresponding fields from SalesforceIQ. However, if one or more of the emails for the given lead already exist in the marketing automation tool's List, then the integration doesn't create any new Contacts in the marketing automation tool. The integration only adds or updates the necessary fields from SalesforceIQ to the existing Contact(s) in the marketing automation tool.

Zapier Integrations

Can I update field values, such as multi-select or single select, through Zapier integrations?

You can update field values when you set up your Zap with SalesforceIQ. This action works by searching Lists for the Contact tied to the email and then updating the corresponding List item.

Can I pass date fields to SalesforceIQ? What is the correct format?

Through Zapier and SalesforceIQ you can associate dates to fields. Either use the format YYYY-MM-DD or convert the date field to epoch time and pass it through.

FullContact Zapier.com integration: When I scan new business cards, can I sync the new data to Account- and Contact-based Lists?

As an end user, you can select either an Account- or a Contact-based List. However, if you are trying to assign Contact attributes through a business card reader, the most logical choice is to map them to a Contact-based List.

Quickbooks: Can I create integrations between SalesforceIQ and Quickbooks or other accounting services?

Through use of Zapier you update statuses and other fields—for example, Paid Date or Paid Amount— when your clients pay. In addition, you can can create integrations to notify your Account managers when Accounts are paid and when invoices are sent out. These will come into the SalesforceIQ Account Stream so Account managers can keep track of all activity for their customers.

Custom Integrations

How do I update field values, such as multi select or single select, through custom integrations?

Using the list item endpoint, you can send a PUT request to update the Grid values, points of contact (Account-based List only), and list item name (Account-based List only): https://api.salesforceiq.com/#/curl#documentation_...

Can I pass date fields to SalesforceIQ? What is the correct format?

Through custom integrations you can populate Date type Grid fields . Either use the format YYYY-MM-DD or convert the date time to milliseconds since the epoch time and pass it through in your PUT or POST request.

What fields can I filter on through the APIs if I want to parse data through custom integrations?

For any List, you can query for list items by Contact ID as well as list item Modified Date .

Quickbooks: Add capability to create QuickBooks (and other accounting services) integration with SalesforceIQ

SalesforceIQ currently allows you to develop a custom integration to trigger sales orders in Quickbooks based on a "Deal Won" status. For example, if you have a status of "Deal Won," you can send a trigger to Quickbooks, Recurly, Zuora, and other finance applications to book the sales in your accounting application.

Integrate with Desk.com

Get a comprehensive view of your company's communication with your Accounts and Contacts by integrating Desk.com with SalesforceIQ. Connecting SalesforceIQ to Desk.com takes just minutes: you can quickly set up the integration by pulling communication from Desk.com into the SalesforceIQ Stream, as well as data from your tickets to the Grid. To set up the reverse integration (SalesforceIQ into Desk.com), please visit your Settings in Desk.com.

Learn more about bringing SalesforceIQ data into Desk.com here.

What You'll Need for Setup

  • To be an admin of your organization
  • A supported SalesforceIQ plan (Growth or Business Plan on SalesforceIQ)
  • A Desk.com account
  • Your Desk.com login credentials
  • Your Desk.com site address

Getting Started

  1. Sign in to your SalesforceIQ Account.
  2. Click at the top of the screen, and then select Settings.
  3. Click Integrations.
  4. Under Create Direct Integration, click Send Desk.com data to SalesforceIQ.
  5. On the information screen, click Next.
  6. Enter your Desk.com site address and click Connect Desk Account.
    Note: Your Desk.com site address is the URL you visit to log in to Desk.com.
  7. On the screen that appears, enter your Desk.com credentials and click Login.
  8. On the Desk.com Integration Setup screen, check the box to bring Desk.com events into the SalesforceIQ Stream. Note that Desk acts like a connected data source—Desk events associated with a point of contact (POC) will appear in every List where that POC appears.
  9. From the drop-down list, select the List(s) in which you would like Desk.com fields to appear.
  10. Click Save, and then click Done.

Add Desk.com Fields to a List in SalesforceIQ

To add Desk fields to a SalesforceIQ List you selected in the procedure above, you add a field to that List and select Desk as the field type. Any Desk fields with data are automatically added to the List.

  1. Go the Grid view of the List.
  2. With the List Grid view open, do either of the following:
    • Scroll to the far right of the Grid and click Add a Field.
    • To add a field to the left or right of any other field in the Grid, click the arrow to the right of the existing field header and select Add New Field from the drop-down menu that appears.
  3. Choose Desk.com.
  4. Search for and select the field(s) you want, and then click Save.

Filter the Stream View for Desk Events

You can select Desk events as an option for filtering the Stream view.

Integrate HubSpot

Connecting SalesforceIQ to HubSpot takes just minutes. You can either add Contacts from HubSpot into SalesforceIQ, pull information from SalesforceIQ into HubSpot, or do both!

This connection lets you get new marketing leads into your sales team's hands with no manual effort. By pulling HubSpot information into your SalesforceIQ List, you'll arm your sales teams to qualify leads faster and smarter than ever before.

What You'll Need for Setup

Getting Started

  1. Sign in to your SalesforceIQ Account.
  2. Click at the top of the screen, and then select Settings.
  3. Click Integrations.
  4. Under Create Direct Integration, click HubSpot.
  5. On the information screen, click Next.
  6. Enter your HubSpot login information and click Log In.
  7. Click Authorize.

Setting Up Your Integration: Add Contact Information from HubSpot into SalesforceIQ

With just a few simple steps, you can automatically add Contacts and related information from HubSpot to any Contact-based SalesforceIQ List.

When you connect a HubSpot List to a SalesforceIQ List, any new Contacts sync automatically to SalesforceIQ approximately every hour. If the HubSpot Contact already exists on the SalesforceIQ List, any new or different information in HubSpot is updated in SalesforceIQ. This ensures that you have the latest and greatest lead information at your fingertips, while keeping your SalesforceIQ List clean without any duplicates.

For the source, you can choose from all Smart Lists in HubSpot. These are lists that update automatically with Contacts that meet criteria you define. Here are some common examples:

  • Contacts that fill out a website form or download some type of content
  • Contacts that reach a certain lead score
  • Contacts that satisfy engagement thresholds—for example, who have opened five or more marketing emails

Using HubSpot Smart Lists enables you to easily automate the process of selecting and syncing newly qualified leads into SalesforceIQ.

For the destination, you can choose from all Contact-based Lists in SalesforceIQ. Because HubSpot is entirely Contact-based, the integration process creates new entries in your SalesforceIQ Lists based on Contacts. For example, add your leads from HubSpot to a leads List in SalesforceIQ so that you can use SalesforceIQ as your primary working List for your sales qualification process.

Tip: Use our easy conversion flow to connect any Contact-based List to an Account-based List so you can easily move leads to opportunities once they become sales-qualified.

  1. Click Connect HubSpot Contacts to SalesforceIQ lists.
  2. Under HubSpot List, select the List that contains the Contacts you want to add to SalesforceIQ. Under SalesforceIQ List, select the List to which you want to add the Contacts.
  3. Under Default SalesforceIQ Status, do one of the following:
    • Select an existing default status for the added Contacts.
    • Click Create new status to enter a new default status for the Contacts.
  4. (Optional) Under Default SalesforceIQ Owner, select an owner for the added contacts.
  5. Click Continue.
  6. Click Save.

Setting Up Your Integration: Add SalesforceIQ List Data to HubSpot Contacts

You can automatically add SalesforceIQ data from your critical Lists to your HubSpot Contact database.

When you connect a SalesforceIQ List to HubSpot, any relevant information from that List is added to the Contact record for any point of Contact. A new property group called “SalesforceIQ Information" is created that updates automatically approximately every hour. For points of Contact that don't already exist in HubSpot, you have the option to create new Contact records in HubSpot.

As part of this process, you select the fields that you want to add to HubSpot from SalesforceIQ. The integration process automatically creates a new field in HubSpot for every field that you select. You can use these fields in HubSpot to create Smart Lists for highly targeted marketing efforts informed by your sales process. Fields you might typically select include the following:

  • Status, to enable targeted marketing based on stage in sales funnel
  • Inactive days, to drive re-engagement campaigns if a lead is unresponsive for a certain number of days
  • Industry, to send the most relevant content possible through your marketing communications
  1. Follow the steps in Getting Started to set up your HubSpot integration.
  2. Click Add SalesforceIQ List Data to HubSpot Contacts.
  3. Under Select a SalesforceIQ list, select the SalesforceIQ List you want to integrate with your HubSpot list.
  4. To create new Contact records in HubSpot, check the Add new Contacts to HubSpot box.
    • If you select this option: If a Contact exists in SalesforceIQ that doesn't exist in HubSpot, the integration process creates a new Contact in HubSpot.
    • If you don't select this option: The integration process updates any existing Contacts in HubSpot with the new information in SalesforceIQ, but doesn't create any new Contacts in HubSpot.
  5. Under SalesforceIQ List Fields, select the SalesforceIQ fields that you want to add to your HubSpot Contacts. For each field you select, under HubSpot Custom Fields, the system generates a name for the field as it will appear in HubSpot.
  6. To add another field from the selected List, click Add a field. To add a field that appears in another SalesforceIQ List, click Add fields from another list.
  7. Click Continue.
  8. Review your connection information and click Save.

Note: Your HubSpot data may take several hours to complete its first sync with SalesforceIQ. Going forward, the data will sync hourly. Only one sync request can be made per hour.

If two or more sync requests are made within an hour, the requests are placed into a queue. Each hour, the next request in queue syncs.

After Integration Setup

After you complete integration setup, you can do the following at any time:

  • Add or edit SalesforceIQ and HubSpot connections.
  • View a HubSpot Smart List in SalesforceIQ to see the effects of your integration.
  • In the HubSpot section under Add a field, select any HubSpot property and view all the information you need about the leads you are adding to SalesforceIQ—for example, lead score, lead source, emails opened, or emails closed.
  • To add a HubSpot field, click Add a field. Your HubSpot fields now appear in the list of options.
  • In HubSpot, view any Contact to see all your rich SalesforceIQ data displayed right there. For example, click View all Properties, and then click SalesforceIQ Information to see all the new targeting information you have at your fingertips.

    Note: You can click Edit or Delete to modify a SalesforceIQ entry in HubSpot. This does not edit or delete the corresponding data in SalesforceIQ.

Integrate MailChimp

Connecting SalesforceIQ to MailChimp takes just minutes. You can either add subscribers from MailChimp into SalesforceIQ, pull information from SalesforceIQ into MailChimp, or do both!

This connection lets you get new marketing subscribers into your sales team's hands with no manual effort. By pulling MailChimp information into your SalesforceIQ list, you'll arm your sales teams to qualify subscribers faster and smarter than ever before.

Note:

  • Integration with MailChimp works with Contact-based Lists only.
  • Outgoing emails sent from MailChimp aren't logged in the SalesforceIQ Stream. However, replies to those emails do appear in the Stream as long as the sender is a collaborator on that List.

What You'll Need for Setup

Getting Started

  1. Sign in to your SalesforceIQ account.
  2. Click at the top of the screen, and then select Settings.
  3. Click Integrations.
  4. Under Create Direct Integration, click MailChimp.
  5. On the information screen that appears, click Connect MailChimp Account.
  6. Enter your MailChimp login information and click Log In.

Setting Up Your Integration: Add Contact Information from MailChimp into SalesforceIQ

With just a few simple steps, you can automatically add subscribers and related information from MailChimp to any Contact-based SalesforceIQ List.

When you connect a MailChimp List to a SalesforceIQ List, any new subscribers sync automatically to SalesforceIQ approximately every hour. If the MailChimp subscriber already exists on the SalesforceIQ List, any new information in MailChimp is updated in SalesforceIQ. This ensures that you have the latest and greatest lead information at your fingertips, while keeping your SalesforceIQ List clean without any duplicates.

For the source, you can choose from all of your Contact-based lists in MailChimp. These are lists that update automatically with subscribers that meet criteria you define. Here are some common examples:

  • Subscribers that fill out a website form or download some type of content
  • Subscribers that reach a certain lead score
  • Subscribers that satisfy engagement thresholds—for example, who have opened five or more marketing emails

Using MailChimp lists enables you to easily automate the process of selecting and syncing newly qualified leads into SalesforceIQ.

For the destination, you can choose from all Contact-based Lists in SalesforceIQ. Since MailChimp is entirely Contact-based, the integration process creates new List entries in SalesforceIQ based on Contacts. For example, add your subscribers from MailChimp to a leads List in SalesforceIQ so that you can use SalesforceIQ as your primary working List for your sales qualification process.

Tip: Use our easy conversion flow to connect any Contact-based List to Account-based so you can easily move subscribers to opportunities once they become sales-qualified.

  1. Click Connect MailChimp Subscribers to SalesforceIQ lists.
  2. Under MailChimp List, select the List that contains the subscribers you want to add to SalesforceIQ.
  3. Under SalesforceIQ List, select the List to which you want to add the subscribers.
  4. Under Default SalesforceIQ Status, do one of the following:
    • Select an existing default status for the added subscribers.
    • Click Create new status to enter a new default status for the subscribers.
  5. (Optional) Under Default SalesforceIQ Owner, select an owner for the added subscribers.
  6. Click Continue.
  7. Click Save.

Setting Up Your Integration: Add SalesforceIQ List Data to MailChimp Subscribers

You can automatically add SalesforceIQ data from your critical Lists to your MailChimp subscriber database.

When you connect a SalesforceIQ List to MailChimp, any information that you select from that List is added to as a custom field in MailChimp for any point of Contact. This information updates automatically approximately every hour. For points of Contact that don't already exist in MailChimp, you have the option to create new Contact records in MailChimp.

As part of this process, you select the fields that you want to add to MailChimp from SalesforceIQ. The integration process automatically creates a new field in MailChimp for every field that you select. You can then filter by these SalesforceIQ fields in MailChimp to run a more targeted marketing effort informed by your sales process. Fields you might typically select include the following:

  • Status, to enable targeted marketing based on stage in sales funnel
  • Inactive days, to drive re-engagement campaigns if a lead is unresponsive for a certain number of days
  • Industry, to send the most relevant content possible through your marketing communications
  1. Under Connect SalesforceIQ List Data to MailChimp Subscribers, click Add SalesforceIQ List Data to MailChimp Subscribers.
  2. Under Select a SalesforceIQ List, select the List that contains the information you want to add to MailChimp.
  3. To create new subscriber records in MailChimp, check the Add new Subscribers to MailChimp box.
    • If you select this option—If a Contact exists in SalesforceIQ that doesn't exist in MailChimp, the integration process creates a new subscriber in MailChimp.
    • If you don't select this option—The integration process updates any existing subscribers in MailChimp with the new information in SalesforceIQ, but doesn't create any new subscribers in MailChimp.
  4. Under SalesforceIQ List Fields, select the SalesforceIQ fields that you want to add to your MailChimp subscribers. For each field you select, under MailChimp Custom Fields, the system generates a name for the field as it will appear in MailChimp.
  5. To add another field from the selected list, click Add another field. To add all the fields from the selected List, click Add all fields.
  6. Click Continue.
  7. Review your connection information and click Save.

Note: Your MailChimp data may take several hours to complete its first sync with SalesforceIQ. Going forward, the data will sync hourly. Only one sync request can be made per hour.

If two or more sync requests are made within an hour, the requests are placed into a queue. Each hour, the next request in queue syncs.

The integration is limited to syncing a total of 30 fields (between SalesforceIQ and MailChimp and/or between MailChimp and SalesforceIQ). If you exceed this limit, the integration will be automatically paused.

After Integration Setup

After you complete integration setup, you can do the following at any time:

  • Add or edit SalesforceIQ and MailChimp connections.
  • View a MailChimp list in SalesforceIQ to see the effects of your integration.
  • In the SalesforceIQ Add a field section under MailChimp, select any MailChimp property you have on your MailChimp list and view all the information you need about the subscribers you are adding to SalesforceIQ—for example, lead score, lead source, emails opened, or emails closed.
  • To add a MailChimp field, click Add a field. Your MailChimp fields now appear in the list of options.
  • In MailChimp, view any subscriber to see all your rich SalesforceIQ data displayed as a custom field in the MailChimp List.

    Note: You can click Edit or Delete to modify a SalesforceIQ entry in MailChimp. This does not edit or delete the corresponding data in SalesforceIQ.
  • To view the status of your integration in SalesforceIQ, click at the top of the screen, select Settings, and then select Integrations. Your integration status appears under your API Key.

Integrate Pardot

Connecting SalesforceIQ to Pardot takes just minutes. You can either add prospects from Pardot into SalesforceIQ, pull information from SalesforceIQ into Pardot, or do both!

This connection lets you get new marketing prospects into your sales team's hands with no manual effort. By pulling Pardot information into your SalesforceIQ list, you'll arm your sales teams to qualify prospects faster and smarter than ever before.

What You'll Need for Setup

Getting Started

  1. Sign in to your SalesforceIQ Account.
  2. Click at the top of the screen, and then select Settings.
  3. Click Integrations.
  4. Under Create Direct Integration, click Pardot.
  5. On the information screen that appears click Next.
  6. Enter your Pardot login information and click Connect Pardot Account.

Note: To find your Pardot API User Key, log in to Pardot, click your Pardot login email address in the upper-right corner of the home screen, and click Settings. Your API User Key appears under My User Information.

Setting Up Your Integration: Add Contact Information from Pardot into SalesforceIQ

With just a few simple steps, you can automatically add prospects and related information from Pardot to any Contact-based SalesforceIQ List.

When you connect a Pardot list to a SalesforceIQ List, any new prospects sync automatically to SalesforceIQ approximately every hour. If the Pardot prospect already exists on the SalesforceIQ List, any new information in Pardot is updated in SalesforceIQ. This ensures that you have the latest and greatest lead information at your fingertips, while keeping your SalesforceIQ List clean without any duplicates.

For the source, you can choose from all of your Contact-based lists in Pardot. These are lists that update automatically with prospects that meet criteria you define. Here are some common examples:

  • Prospects that fill out a website form or download some type of content
  • Prospects that reach a certain lead score
  • Prospects that satisfy engagement thresholds—for example, who have opened five or more marketing emails

Using Pardot lists enables you to easily automate the process of selecting and syncing newly qualified leads into SalesforceIQ.

For the destination, you can choose from all Contact-based Lists in SalesforceIQ. Because Pardot is entirely Contact-based, the integration process creates new List entries in SalesforceIQ based on Contacts. For example, add your prospects from Pardot to a leads List in SalesforceIQ so that you can use SalesforceIQ as your primary working List for your sales qualification process.

Tip: Use our easy conversion flow to connect any Contact-based List to an Account-based List so you can easily move prospects to opportunities once they become sales-qualified.

  1. Click Connect Pardot Prospects to SalesforceIQ lists.
  2. Under Pardot List, select the List that contains the prospects you want to add to SalesforceIQ.
  3. Under SalesforceIQ List, select the List to which you want to add the prospects.
  4. Under Default SalesforceIQ Status, do one of the following:
    • Select an existing default status for the added prospects.
    • Click Create new status to enter a new default status for the prospects.
  5. (Optional) Under Default SalesforceIQ Owner, select an owner for the added prospects.
  6. Click Continue.
  7. Click Save.

Setting Up Your Integration: Add SalesforceIQ List Data to Pardot Prospects

You can automatically add SalesforceIQ data from your critical Lists to your Pardot prospects database.

When you connect a SalesforceIQ List to Pardot, any information that you select from that List is added to as a custom field in the Pardot List for any point of Contact. This information updates automatically approximately every hour. For points of Contact that don't already exist in Pardot, you have the option to create new Contact records in Pardot.

As part of this process, you select the fields that you want to add to Pardot from SalesforceIQ. The integration process automatically creates a new field in Pardot for every SalesforceIQ field that you select. You can then filter by these SalesforceIQ fields in Pardot to run a more targeted marketing effort informed by your sales process. Fields you might typically select include the following:

  • Status, to enable targeted marketing based on stage in sales funnel
  • Inactive days, to drive re-engagement campaigns if a lead is unresponsive for a certain number of days
  • Industry, to send the most relevant content possible through your marketing communications
  1. Click Add SalesforceIQ List Data to Pardot Prospects.
  2. Under Select a SalesforceIQ List, select the List that contains the information you want to add to Pardot.
  3. To create new Contact records in Pardot, check the Add new Prospects to Pardot box.
    • If you select this option: If a Contact exists in SalesforceIQ that doesn't exist in Pardot, the integration process creates a new prospect in Pardot.
    • If you don't select this option: The integration process updates any existing prospects in Pardot with the new information in SalesforceIQ, but doesn't create any new prospects in Pardot.
  4. Under SalesforceIQ List Fields, select the SalesforceIQ fields that you want to add to your Pardot prospects. For each field you select, under Pardot Custom Fields, the system generates a name for the field as it will appear in Pardot.
  5. To add another field from the selected List, click Add a field. To add a field that appears in another SalesforceIQ List, click Add fields from another list.
  6. Click Continue.
  7. Review your connection information and click Save.

Note: Your Pardot data may take several hours to complete its first sync with SalesforceIQ. Going forward, the data will sync hourly. Only one sync request can be made per hour.

If two or more sync requests are made within an hour, the requests are placed into a queue. Each hour, the next request in queue syncs.

After Integration Setup

After you complete integration setup, you can do the following at any time:

  • Add or edit SalesforceIQ and Pardot connections.
  • View a Pardot List in SalesforceIQ to see the effects of your integration.
  • In the SalesforceIQ Add a field section under Pardot, select any Pardot property you have on your Pardot List and view all the information you need about the prospects you are adding to SalesforceIQ—for example, lead score, lead source, emails opened, or emails closed.
  • To add a Pardot field, click Add a field. Your Pardot fields now appear in the list of options.
  • In Pardot, view any prospect to see all your rich SalesforceIQ data displayed as a custom field in the Pardot List.

    Note: You can click Edit or Delete to modify a SalesforceIQ entry in Pardot. This does not edit or delete the corresponding data in SalesforceIQ.
  • To view the status of your integration in SalesforceIQ, click at the top of the screen, select Settings, and then select Integrations. Your integration status appears under your API Key.

Set up an integration in Zapier

This article describes the general steps for setting up a SalesforceIQ integration with a third-party application in Zapier.

For application-specific instructions, see the following integration articles:

General instructions are as follows:

  1. On the Zapier website, click Make a Zap or Make a New Zap.
  2. Search for the application you are integrating with SalesforceIQ.
  3. Select the action you want to take from your application.
  4. Connect your third-party application. This could be using usernames and passwords or API keys, depending on the application.
  5. For the action app, select SalesforceIQ.
  6. Determine what action you want to take in SalesforceIQ.
    The actions you can take include the following:
    • Add Event—Record an event between Contacts, such as when a client creates a support ticket.
    • Create Relationship—Create a List item in a specified List, such as adding a candidate to a recruiting List.
    • Update Field Values—Set the values of a field for a List item, such as updating an opportunity's status from Qualified to Deal Won. This action works by searching Lists for the Contact tied to the email and then updating the corresponding List item.
  7. Connect your SalesforceIQ account using the API key and secret provided to you.


Integrate a web form

Zapier and SalesforceIQ bring you the ability to create Accounts or Contacts as a List object (lead, opportunity, etc.) whenever a user completes a form on a website. This form can be a Wufoo, Wordpress, or any other web form supported by Zapier.

Note: Zapier access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

This article shows the process for creating an integration between Wufoo and SalesforceIQ. The process for other web forms is similar. However, the process for creating an integration between Google Forms or Sheets and SalesforceIQ requires special setup considerations—learn about Google Forms/Sheets integration here.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key—use with caution!

Complete the Web Form Integration Process in Zapier

Note: This procedure uses Wufoo as an example.

  1. Click Make a Zap or Make a New Zap.
  2. Search for and select the application you are integrating with SalesforceIQ—Wufoo in this example.
  3. Select the trigger you want to create from the drop-down list ,and select the form you want Zapier to monitor for new entries. Then click Save + Continue.
  4. Allow Zapier access to your Wufoo account.
  5. To set up your Wufoo entry, select a form you want to integrate from the drop-down list.
  6. Test your selected form for entries and click Fetch & Continue.
  7. Select SalesforceIQ as your action app.
  8. Select the action you want to take in SalesforceIQ, and then click Save + Continue.
  9. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  10. Map you Wufoo fields to SalesforceIQ to create the action. These can be included as part of a leads List or Contacts List based on your Wufoo form. Then click Continue.
  11. Click Test out my new Zap.

Integrate Eventbrite

Zapier and SalesforceIQ bring you the ability to have event details from Eventbrite captured as part of your List objects (leads, opportunities, etc.). Read on to connect SalesforceIQ and Eventbrite through Zapier.

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Direct Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key. Use with caution.

Complete the Eventbrite Integration Process in Zapier

  1. Click Make a Zap or Make a New Zap.
  2. Select Eventbrite as your trigger app.
  3. Select the trigger you want to take for Eventbrite. Then click Save + Continue.
  4. Connect your existing Eventbrite account.
  5. Set up your Eventbrite attendee and click Continue.
  6. Test your event and click Fetch & Continue.
  7. If the test succeeds, click Continue. If it fails, double-check your event details.
  8. Select SalesforceIQ as your action app and click Continue.
  9. Select the action you want to take in SalesforceIQ , and then click Save + Continue.
  10. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  11. Set up the SalesforceIQ action using your Eventbrite fields, and then click Continue.
  12. Test the relationship and click Create & Continue.
  13. If the test succeeds, click Finish, If the test fails, double-check your mapped fields.
  14. Name and turn on your Zap!

Integrate a business card reader application

Automatically take a picture of a business card and turn any business card exchange into a trackable List object (lead, opportunity, etc.) within your SalesforceIQ lists. Share the Business Card Reader Applications Integration overview with your team, and read on to connect SalesforceIQ and business card reader app through Zapier

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Direct Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key. Use with caution.

Complete the Full Contact Business Card Reader Integration Process in Zapier

  1. Click Make a Zap or Make a New Zap.
  2. Select FullContact as your trigger app.
  3. For the trigger you want to create from FullContact, select New Business Card. Then click Save + Continue.
  4. To connect your FullContact account, click FullContact Access Token here to find your token. Enter your token and click Yes, Continue.
  5. Test your FullContact connection and click Continue.

    Note: If the test fails, double-check your account token and whether you have existing business data.
  6. Select SalesforceIQ as your action app.
  7. Select the action you want to take in SalesforceIQ when a new business card is added, and then click Save + Continue.
  8. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  9. Map your business card fields to SalesforceIQ to create the action, and then click Continue.
  10. Click Create & Continue.
  11. Test your zap and click Finish.
  12. Success! Turn your Zap on!

Integrate Zendesk

Zapier and SalesforceIQ bring you the ability to create events in the Stream for a List object (lead, opportunity, etc.) whenever a Contact submits a Help Desk Ticket. Read on to connect SalesforceIQ and Zendesk through Zapier.

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Direct Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key. Use with caution.

Complete the Process in Zapier

  1. Click Make a Zap or Make a New Zap.
  2. Select Zendesk as your trigger app.
  3. Select the trigger you want to create in Zendesk. Then click Save + Continue.
  4. Connect your Zendesk account and click Yes, Continue. Note: Your Zendesk API token is a string of 40 characters. It is shown only once.
  5. Select the view from your Zendesk account that you want to integrate, and then click Continue.
  6. Test your integration and click Fetch & Continue.
  7. If the test succeeds, click Continue. If the test fails, double-check your Zendesk view for the appropriate data.
  8. Select SalesforceIQ as your action app.
  9. Select the action you want to take in SalesforceIQ , and then click Save + Continue.
  10. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  11. Map your Zendesk fields to SalesforceIQ to set up your zap, and then click Continue.
  12. Test your zap and click Create & Continue.
  13. If the test succeeds, click Finish. If the test fails, double-check the way you mapped the fields in step 11.
  14. Name and turn on your Zap!

Integrate Evernote

Zapier and SalesforceIQ bring you the ability to share and collaborate with your teams using Evernote. Read on to connect SalesforceIQ and Evernote through Zapier.

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Direct Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key. Use with caution.

Complete the Evernote Integration Process in Zapier

  1. Click Make a Zap or Make a New Zap.
  2. Select Evernote as your trigger app.
  3. Select the trigger you want to create in Evernote. Then click Save + Continue.
  4. Enter your email address or username and password and click Sign in.
  5. Click Authorize, and then click Save + Continue.
  6. Select the Evernote notebook you want to integrate and click Continue.
  7. Test your notebook by clicking Fetch & Continue.
  8. If the test succeeds, click Continue. If the test fails, double-check your notebook for the appropriate data.
  9. Select SalesforceIQ as your action app.
  10. Select the action you want to take in SalesforceIQ , and then click Save + Continue.
  11. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  12. Map your Evernote fields to SalesforceIQ to create the action, and then click Continue.
  13. Test your integration and click Create & Continue.
  14. If the test succeeds, click Finish. If the test fails, double-check that you have an email or phone number tagged in your note. This allows SalesforceIQ to surface this with the appropriate account stream.
  15. Name and turn on your Zap!

Integrate Google Forms/Sheets

If you create spreadsheets and forms in Google Docs and have ever wanted to take information from those spreadsheets and use it to create relationships inside of SalesforceIQ, you can now do that with the help of Zapier.

Note:

  • API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.
  • Special setup considerations are involved in creating a Google Forms/Sheet integration. Learn more here.
  • Zapier recently separated Google Sheets from Google Docs as a trigger app. If you set up a Google Sheets integration using the Google Docs trigger, your Zap will continue to work.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Direct Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key—use with caution!

Complete the Google Form or Sheets Integration Process in Zapier

  1. Click Make a Zap or Make a New Zap.
  2. Select Google Sheets as your trigger app.
  3. Select the trigger you want to take for Google Sheets. Then click Save + Continue.
  4. Connect your Google Sheets account.
  5. Select the spreadsheet you want to integrate from Google Sheets, and then click Continue.
  6. Test your selected sheet and click Fetch & Continue. Note: To successfully integrate, you need to have column headers in your Google Sheet.
  7. Select SalesforceIQ as your action app and click Continue.
  8. Select the action you want to take in SalesforceIQ , and then click Save + Continue.
  9. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  10. Map fields between your Google Sheet and SalesforceIQ, and then click Continue.
  11. Test the zap by clicking Create & Continue.
  12. Turn on your Zap!

Integrate SurveyMonkey

Zapier and SalesforceIQ bring you the ability to share and collaborate with your teams using SurveyMonkey.

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Direct Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key. Use with caution.

Complete the SurveyMonkey Integration Process in Zapier

  1. Click Make a Zap or Make a New Zap.
  2. Select SurveyMonkey as your trigger app.
  3. Do the following:
    • Select the survey to use.
    • (Optional) Select the collector.
    • (Optional) To filter based on other SurveyMonkey fields, click Add a custom filter and select the fields.
    • Click Continue.
  4. Select the trigger you want to take for SurveyMonkey. Then click Save + Continue.
  5. Sign in to your SurveyMonkey account.
  6. Click Authorize, and then click Save + Continue.
  7. Select the survey you want to integrate and click Continue.
  8. To surface a sample survey response, click Fetch & Continue.
  9. Select SalesforceIQ as your action app and click Continue.
  10. Select the action you want to take in SalesforceIQ , and then click Save + Continue.
  11. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  12. Map your SurveyMonkey responses to SalesforceIQ to set up your action, and then click Continue.
  13. Click Create & Continue.
  14. Test your zap. If you run into any issues, double-check that you have an email address or phone number to associate this zap with your SalesforceIQ contacts.
  15. Name and turn on your Zap!

Integrate Recurly

SalesforceIQ and Zapier seamlessly connect your sales and finance teams to provide the latest updates on your customers from your billing system. Read on to connect SalesforceIQ and Recurly through Zapier.

Note: API access is available in some SalesforceIQ plans only. Contact us about upgrading your account to a supported plan.

You first create the integration in SalesforceIQ, and then complete the process in Zapier.

Create an Integration in SalesforceIQ

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Integrations, and then click Zapier under Create Direct Integration.
  3. An API key and an API secret appear. Be sure to record the API secret, because it won't be shown again.
  4. Click Save and Open Zapier.

Note: Selecting Reset Secret breaks any existing integrations that use that key. Use with caution.

Complete the Recurly Integration Process in Zapier

  1. Click Make a Zap or Make a New Zap.
  2. Select Recurly as your trigger app.
  3. Select the trigger you want to create from Recurly, and then click Save + Continue.
  4. Connect your Recurly account and click Yes, Continue. To find your API key in Recurly, navigate to Developers > API Credentials.
  5. Test your Recurly connection and click Continue.
  6. Select SalesforceIQ as your action app.
  7. Select the action you want to take in SalesforceIQ, and then click Save + Continue.
  8. Connect your SalesforceIQ account with your API key and secret.
    Note: If you forget your secret, see Get Started with Zapier for help.
  9. Map you Recurly fields to SalesforceIQ to create the action, and then click Continue.
  10. Test your zap and click Create & Continue.

    Note: If you run into issues, double-check that you have an email address or phone number associated with your record in Recurly.
  11. Click Finish.
  12. Success! Turn your Zap on.

Troubleshooting: Integrations

The following questions address issues that you might experience when working with integrations in SalesforceIQ. The questions are grouped into these categories:

Marketing Automation Integrations (HubSpot, MailChimp, Pardot, Desk.com)

I removed a Contact from a List in SalesforceIQ that is synced with my marketing automation tool, but that Contact keeps reappearing on the List. What's happening?

Our integrations never delete Contacts in either the integration or the SalesforceIQ List. If you want to delete a Contact/deal, you have to delete this Contact/deal in both the SalesforceIQ List and the marketing automation tool. If you don't delete the Contact/deal in both locations, it continues to re-sync.

I'm trying to manage the fields on a List, but they keep getting messed up. What's happening?

Depending on the type of sync you have configured, there are a few possibilities:

  • SalesforceIQ List → external source (Pardot, Hubspot, Mailchimp Desk.com)
    • If you delete a field in SalesforceIQ, it deletes in both places.
    • If you delete a field in the external source, it is re-added during the next sync.
    • If you remove a field from the integration mapping (SalesforceIQ integration settings tab), the field stays in SalesforceIQ but is deleted from the external source.
  • External source (Pardot, Hubspot, Mailchimp, Desk.com) → SalesforceIQ List
    • If you delete a field in an external source, it deletes in both places.
    • If you delete a field in SalesforceIQ, it remains in the external source. You can go to add a field and select this field to add it back to the SalesforceIQ Grid.
    • Fields from your marketing automation tools are not automatically added to the Grid. After you set up a sync that sends data from your marketing automation tool into a SalesforceIQ List, you can then add marketing automation fields into your List through the standard process for adding a field.

I have more than 30 fields in my SalesforceIQ List, and my integration with Mailchimp doesn't appear to be working.

Each Mailchimp List can have 30 custom fields only. If you try to sync more than 30 fields from your SalesforceIQ List(s) to one Mailchimp List, the integration automatically pauses. To restart your integration, you need to remove some of the fields you are syncing.

Zapier and Custom Integrations

I received an "authorization failed" error from Zapier:

Most likely, you entered an incorrect API Key or Secret into Zapier, or you accidentally reset your API Secret and are trying to use an outdated Secret. To resolve this, go to your Zapier integration in SalesforceIQ to reset your Secret, and paste the old Key and new Secret into Zapier.

I'm trying to map field data up with one of my Lists, but I keep getting the following error:

Attempting to set *FIELD_TYPE* field value with *SENT_DATA_TYPE* *SENT_DATA*

You need to find out which field on your List is mapped/receiving the *SENT_DATA*, and correct the data to be of the correct type.