Integrations

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.

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.