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
Within your heyflow, go to “Integrate” and then to the tab “Response Handlers”
Click on “Connect to Salesforce”, a pop-up window will appear and ask you to provide your Salesforce credentials
In the Salesforce integration tab, select “Leads”
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.
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!
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!