API 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.