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Connecting the SalesForce Integration
Connecting the SalesForce Integration

A step by step walkthrough about how to connect SalesForce to your Audience account

Updated over a week ago

If you (or a client) use SalesForce as a CRM, you can connect your mailing lists to an Audience promotion. By doing so, promotion participants will be automatically added to the SalesForce database when they enter the entry on the form.

Connecting the the SalesForce Integration is easy, whether you're connecting your own SalesForce account or connecting a promotion sponsor's account.

First, click on your account's name in the upper right hand corner. Then, in the menu that opens up there, click on Account Manager.

Then click the Details > Advanced > Integrations > Account Integrations > Add Integration

On this screen, you can choose SalesForce from the Integrations list. Once it's added, you'll see that it says "Disconnected."

Click on the three dot menu and then Settings to access this screen to sign into your SalesForce account. If you are connecting a sponsor's account, you can send them the Authorize Link. This will prompt them to sign into their account through the link. Once they do, their public lists will be made available for you to choose from.

The SalesForce Integration also has the option for you to sync with either leads or contacts. Select which option you or your client would like to sync with here:

You can give the Integration an Internal Title to help you stay organized. This comes in handy if you are linking more than one SalesForce account.

Setting up Integrations is easy. By doing so, you are creating a way to safely transfer data between Audience and your CRM.

For more assistance, please reach out to Audience Customer Support by chatting in the platform, calling 801-901-2011, or by emailing

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