Integrating with Salesforce

Learn to integrate Salesforce with ClickFunnels so you can send contacts over to lists in Salesforce.

If you have a Salesforce account and wish to use this to send contacts from ClickFunnels to Salesforce, this article will teach you how to integrate the two platforms.

Prior to getting started, you will need the following:

Important Note: You must have a paid Salesforce account for this integration to work. Make sure that you are logged into your Salesforce Account prior to connecting your integration inside ClickFunnels.

Step 1: Connect your SalesForce integration in ClickFunnels

Go to the account settings tab.
In the sidebar navigation, click Integrations.
Next, click on the yellow + Add New Integration button at the top right of the screen.
Search and Select the SalesForce Integration.
Enter your Nickname and Connect the Salesforce Integration.

Important Note: Make sure that you are logged into your Salesforce Account prior to connecting your integration inside of ClickFunnels. You will also need a CAMPAIGN created prior to integrating Salesforce inside of your funnels.

Step 2: Integrate Salesforce inside of your funnels

Integrate Salesforce inside of your funnels by going to your desired funnel step and clicking the edit page button.
Once you are inside the editor, go ahead and click on the settings tab in the top left corner and select Integrations.
After selecting Integrations, follow the steps below:
A. Select Salesforce in the Integrations Dropdown.
B. Select Add To Campaign in the Action Dropdown.
C. Select the desired campaign you would like to add your contact to.
Next, close out the integrations window, click save, and navigate back to your funnel dashboard by clicking the back button on the top left of the screen.
After adding your integration, the next step will be to test your integration. Open the optin step in an incognito window and test to see if your contact was added to your campaign in Salesforce.
After successfully testing the optin step, check the contacts section in both Clickfunnels and Salesforce to make sure that the contact was captured and added to your campaign.

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.