In this document, we will provide a step by step walkthrough of how to setup our direct integration with Salesforce. This integration will allow anyone on your team to instantly sync the leads they collect via Tapt to your team's Salesforce account.
Once set up, this integration will create a Salesforce Connected App in your Salesforce environment that will only be used for lead/contact syncing. The only Salesforce objects that this connected app may read or write to are Leads and Contacts.
Note: Please make sure you have one of the Salesforce Editions that allows for API access in order to use this integration: See Salesforce Editions with API Access Here.
This integration will automatically connect to the fields below, with no additional configurations needed:
First name = First name
Last name = Last name
Email = Email
Title = Job title
Phone number = Phone number
Company = Company
Source = Tapt
Contact Owner = Cardholder
Connecting your Salesforce Account
First, from the home page, click into the Integrations tab. Then find the section for Salesforce and click ‘Configure.’
Next, you will see a Salesforce popup as shown below. Click on "Connect" in the top right of the popup.
A window will then pop up asking you first to log into your Salesforce account. You have the option to pick production or sandbox, choose production. The account you use to login here should be a Salesforce admin to allow our integration to work correctly.
Select and configure your integration. Choose to create either Salesforce contacts or leads when a contact is generated using Tapt. You can also decide whether to update existing contacts in your Salesforce account.
You will see that the button in the top right of the popup now shows "Connected". Great job!
Congratulations! 🎉
You made it. We know this was a lot to digest so if you have any questions that aren't addressed in our help center please email us at support@tapt.io.
Frequently Asked Questions
Can we test the integration in our Sandbox Environment before moving to our production account?
Can we test the integration in our Sandbox Environment before moving to our production account?
Yes, you can connect to a Salesforce account using a Sandbox environment to test the integration before moving to your production account.
How does the integration identify duplicate contacts?
How does the integration identify duplicate contacts?
The integration searches for contacts with the same email address. If a contact with the same email address already exists, it will be considered a duplicate.
How is a contact or lead connected to an account (company)?
How is a contact or lead connected to an account (company)?
The integration searches all contacts in your Salesforce account for a company with the same name as the one collected during the exchange of contact details. This search is only possible if a company name is included in the exchange process. If a matching account is found, it will then associate the contact with the account.