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Learn how to send responses to your heyflow to Salesforce

Heyflow avatar
Written by Heyflow
Updated over 6 months ago

Map Heyflow fields to Salesforce fields to easily send information from your heyflow to your CRM and track incoming responses as Leads in Salesforce.

Follow up on new leads quickly and manage your sales pipeline more efficiently.


Important to note

❗ All data that you want to map needs to have a System Label set:


Unmapped data will not be transferred, so make sure you map all relevant fields that you need in Salesforce.

🔎 Currently, it’s not possible to map a Date Picker block to a Salesforce Date field, though these can be mapped to Salesforce text fields.


Setup

  1. Within your heyflow, go to “Integrate” and then to the tab “Response Handlers”

  2. Click on “Connect to Salesforce”, a pop-up window will appear and ask you to provide your Salesforce credentials

  3. In the Salesforce integration tab, select “Leads”

  4. Choose a Heyflow field and then select its corresponding Salesforce counterpart
    Please note: Depending on your Salesforce setup, there might be required fields that you need to map for the integration to work.

  5. Repeat this process for all relevant fields and click on “Save changes” afterward.

And that’s it, you will now receive your responses as Leads in Salesforce!


Tracking URL Parameters

In order to map UTM parameters in Salesforce, via Heyflow, it is not enough to simply have them in your responses. You require something more “tangible”, something like… a block!

In this case, we’ll have to use input fields. You’ll simply define the variable as the name of the respective UTM parameter (i.e. “utm_source”, “utm_medium”, etc.) and, preferably, hide the block, since you don’t want the visitors of your flow to see these fields:

This allows you to map these input fields, and link them to fields in Salesforce, and you can easily pass on UTM parameters to your CRM tool, without your visitors noticing.


Troubleshooting

I receive an error when connecting my Salesforce account.

An error can have different reasons. First, please check if the REST API is enabled for your organization. Turn it on and try again!

I only see one upload link, but a user can upload multiple files

Currently, it's not possible to send multiple upload file URLs to Salesforce. Alternatively, when working with multiples files, please also use multiple blocks.

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