BASIC Salesforce integration (DEPRECIATED)

BASIC Salesforce integration (DEPRECIATED)

We offer a free basic Salesforce Integration with limited support. Please note, this integration is no longer being updated and has limited and basic support. This basic integration may not be compatible with future updates/upgrades to OM. Please contact an us before setting up discuss if this solution is for you.

  • Import all contact/lead data from Salesforce to an individual OM3 address book (All contacts imported into one address book and/or all leads into another)
  • Allows you to set a daily sync or manually synchronize your email campaign contact history reporting with your SF account.
  • View basic campaign information such as when the campaign was sent, opened and clicked in Salesforce within the contact’s “Activity history”
  • Set suppression sync between SF/OM3 – (Both ways)

Navigate to the settings cog on the top right. You should then see a drop down > click “accounts” > click “account settings” > scroll down to “Salesforce” and click on “Amend your salesforce settings”.
From here, please follow instructions on setting up the login and token that will connect OM3 to your SF.

You can sync contacts from SF to OM3 by going to create an address book and clicking on Import your contacts from Salesforce. Then you will be able to import leads or contacts into a specific address book.

sf.jpg

Also, you can sync campaigns by going in to the reporting for the campaign in OM3 and clicking “sync with salesforce” on the top right. Otherwise, it should sync daily.

In salesforce, you will see the campaign sent, opened or clicked by the contact by going into the contact’s page and going down to “Activity History”

    • Related Articles

    • OpenMoves for Salesforce - Salesforce campaigns

      Summary The standard Salesforce Campaigns tab is unaltered, however the page layout for an individual Campaign has an additional button (Link to Address Book) and two additional related lists. (Email Address Books and Email Campaign to Campaign ...
    • OpenMoves for Salesforce - Email Campaigns

      The Email Campaigns tab displays the list of Email Campaigns available to the current user along with a variety of status information about each campaign. All Email Campaigns are created using Email Studio or directly in the Marketing Automation ...
    • OpenMoves for Salesforce - 'Leads' and 'Contacts'

      Summary The Leads page layouts are usually similar to the Contacts details, so the Contacts tab section is outlined below. Note: As Leads and Contacts have separate data fields in Salesforce, the field mappings used to populate data fields in linked ...
    • OpenMoves / PipeDrive Connector - Basic Setup and Installation

      Below are instructions on how to set up the one-click integration for the OpenMoves / PipeDrive Connector.  If you are interested in our more advanced integrations please email us at support@openmoves.com or call us at 631-546-7779. In the PipeDrive ...
    • OpenMoves for Salesforce - Introduction

      Summary The OpenMoves for Salesforce articles provide help with sending and analyzing marketing automation campaigns using the OpenMoves for Salesforce connector. They will explain the content of the Marketing Automation screens in Salesforce and ...