Create new leads from Dotdigital to Salesforce

Learn how to synchronise any new leads captured in Dotdigital to your Salesforce account.

Overview

Whether you use a signup form, landing page, or Chat to capture new contacts in Dotdigital, the Salesforce integration lets you automatically send these new leads to Salesforce.

This feature is currently in public preview. Contact your Customer Success representative to learn more.

There are three steps to this process, outlined in full below.

Step 1: Disable the Clear Address Books function

You must make sure the Clear Address Books option is disabled in Salesforce for the Dotdigital account you want to sync leads from. This avoids any new leads being removed from the address book before the sync starts.

To do this:

  1. In Salesforce, go to Configuration.
  2. Expand the Settings drop-down menu for the Dotdigital account and select Account Settings.
  3. Clear the Clear Address Books check box.
  4. Select Save.

Step 2: Set up field mapping and sync direction for leads

field-mapping-sf.png

To do this:

  1. In Salesforce, go to Configuration.
  2. Expand the Settings drop-down menu for the Dotdigital account and select Field Mapping.
  3. Select the Leads tab.
  4. Expand the Sync Direction drop-down menu for the First name, Last name, and Company Salesforce Fields and select either Two-way or Dotdigital to Salesforce.
  5. Expand the Email Datafield drop-down menu and choose the Dotdigital Contact data field to map to.
  6. Select Save.

Step 3: Sync new leads to an address book

Each Email address book can be used to create new leads.

To activate this feature for an Email address book:

  1. In Salesforce, go to Email Address Books.
  2. Select the Address book you want to sync new leads with.
  3. Select Advanced.
  4. Select the Create Salesforce leads from new address book members check box.
    advanced-settings-sf.png
  5. Select Save.

Any contacts added to the address book in Dotdigital since the last sync with First name, Last name and Company data field values will be created as a new Salesforce lead at the next scheduled sync.

If your Salesforce Organisation requires more than the standard mandatory fields, you need to map these fields, and any new contacts in Dotdigital need to have values in these fields in order to be created as leads in Salesforce.

To learn more about field mapping, check out the section Configure your field mapping and direction.

The lead will be created with a Lead Status of New.

This excludes any contacts previously synced from Salesforce.

If multiple new contacts are added to the address book at the same time, they will be processed as a batch during the sync and created using Salesforce's bulk API.

Address books linked to a campaign

If the email address book is linked to a Salesforce campaign, the lead will also be added as a member of this campaign with the default status Sent.

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