AUDIENCE: Administrators, Marketing Users
OBJECTIVES: Learn how to push form submissions to Salesforce
Act-On forms can be set up to automatically push form submissions to Salesforce. However, there may be times when the push needs to originate from the Form Submission list instead.
To push form submissions to Salesforce:
- Click on Contacts, and click Other Lists > Form Submissions.
- Hover over the list, and click the drop down arrow.
- Select Import/Export, Push to Salesforce.
- Enable whether to Add, Update or Push to Salesforce Campaign.
- If you're pushing the list data as a campaign:
- Select the existing Salesforce campaign, or create (and name) a new Salesforce campaign
- Select the Salesforce status you want to set for the added and updated records
- Click the Run Now button, or Click the Schedule button.
- If scheduling the synchronization, specify the Frequency
- Click the Save button to set the scheduled pushes
To modify or cancel a scheduled push:
- Click on Contacts, and click Form Submissions.
- Hover over the List, and click the drop down arrow.
- Click Import/Export, Push to Salesforce.
- Click the Schedule button.
- Modify the scheduled push as needed, or select the Never option to cancel the scheduled pushes.
- Click the Save button.