Salesforce Integration

Salesforce Integration

Visual Visitor can now push lead information straight to Salesforce! To set up this feature, follow the steps below for each individual user on your account.
To get or reset your security token:
 
At the top of any Salesforce page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings—whichever one appears.
 
From the left pane, select one of the following:
  •       If you clicked Setup, select My Personal Information | Reset My Security Token.
  •       If you clicked My Settings, select Personal | Reset My Security Token.
 
Click the Reset Security Token button. The new security token is sent via email to the email address on your Salesforce user record. Keep this email. Your security token is not displayed in your settings or profile.
 
Login to VisualVisitor
  •       Click "Configuration -> Users"
  •       Click the "Edit" icon for the user you are configuring
  •       Click "Next" on the "User Information" tab
  •       Check "Enable" CRM System type
  •       Select "Salesforce" from CRM System type
  •       Enter the authtoken into "Security Token"
13. Click "Next"
14. Click "Save"
You are now ready to go! Make sure you follow steps 1-14 for each user on your account.
Below is how to create a lead in Salesforce.
1. Go to "Dashboard > Search Leads"
2. Click on a Lead
3. This will open the "Prospect Information" screen. You will see a Salesforce icon just below the "Tag Visitor" link
4. Click the "CRM" icon and your Lead will be created in Salesforce.



    • Related Articles

    • +Person Web ID Webhook Integration

      Integrate our data with any system you like! Webhook Notifications (per user, available to all users) Data Format JSON - (JavaScript Object Notation) is a lightweight data-interchange format. It is easy for humans to read and write. It is easy for ...

    • Zapier Integration

      You have the ability to integrate the data from our service with over 2,000 applications. You can do this integration without any programming and only a few minutes of setup. This is accomplished by our integration with Zapier (an application ...

    • Zoho Integration

      Zoho Direct Integration Visual Visitor can now push lead information straight to Zoho! To set up this feature for Zoho, follow the steps below for each individual user on your account. Login to app.visualvisitor.com Navigate to “My Account” on the ...

    • Connectwise Integration

      Below are the instructions for setting up your Connectwise Integration: 1. Setup a Connectwise Integration User with permission to company, contacts, and activities. (see attached screenshot) 2. Login to Visual Visitor and select the user you wish to ...

    • Google Analytics Integration

      Visual Visitor integrates with Google Analytics account by sending your call data to goals you have created in Google Analytics.  To activate this integration, navigate to the "Call Tracking" tab within your dashboard. Then select "Integration".  ...