Salesforce integration
Last updated
Last updated
Guideflow’s integration with Salesforce improves how you manage and nurture your leads and opportunities directly from interactive demos.
This powerful synergy allows for the automatic creation or update of Leads in Salesforce, leveraging data from Guideflow user interactions.
By integrating these insights into Salesforce, you can build custom layouts, dashboards, and reports, answering critical questions about your prospect's engagement and the effectiveness of your demos.
Leads management
Automatically sync Guideflow demo interactions as new Leads or update existing ones in Salesforce. This ensures your sales team has the most current data, enabling timely and relevant follow-ups.
Opportunity influence
Gain insights into how Guideflow demos contribute to moving opportunities through the sales funnel. By linking demo interactions with specific sales stages, you can pinpoint which content drives the most value and act accordingly.
Advanced analytics
Leverage Guideflow's detailed analytics within Salesforce to create comprehensive reports and dashboards. This allows you to analyze demo engagement patterns.
In the Guideflow workspace, navigate to Integrations.
Choose Salesforce under CRM, enable the integration, and authorize via Salesforce.
Select specific or all Guideflow demos in your workspace for Salesforce data synchronization.
Please be aware that when integrating Guideflow with Salesforce, the identification and synchronization of lead data rely significantly on specific methods and key identifiers:
To successfully populate Salesforce with lead data, it is essential to identify your leads through one of two methods:
Form Popup within Guideflow, designed to collect lead information directly.
Custom Link that includes the lead's information, such as their email, as a variable within the link itself.
Guideflow analytics are configured to send event data to Salesforce. It is crucial that the lead data contains the lead's email address, whether obtained from a form or a variable within a custom link. The email serves as the key identifier, linking the lead data between Guideflow and Salesforce.
If a lead with the same email already exists in your Salesforce CRM, then Salesforce will automatically merge the incoming information with the existing lead record, using the email as the key identifier. This process ensures that the lead's interactions and data are kept unified and up-to-date within Salesforce.
In situations where Salesforce detects a duplicate, it may prompt you to review and confirm the merge to maintain data integrity. If there is no existing lead matching the email, Salesforce will automatically create a new lead record, capturing all relevant interactions from Guideflow.
To enable Guideflow data in Salesforce reports, ensure the Guideflow-Salesforce integration is active for the guideflows you want to analyze.
This allows data from Guideflow, such as lead interactions and demo analytics, to be accessible in Salesforce. Use this data to enrich your Salesforce reports, providing visibility into demo engagement and lead activities.
Creating a report with Guideflow data in Salesforce focuses on visualizing Guideflow analytics, such as completion rates, average time spent per step, and views.
Once the Guideflow-Salesforce integration is configured, access Salesforce's report builder and select Guideflow as the data source.
The next step involves choosing specific Guideflow metrics you want to analyze. Salesforce's visualization tools enable you to create charts and graphs that highlight these metrics, offering a visual breakdown of user engagement across your demos.
Additionally, utilize Salesforce's filtering capabilities to refine the data displayed, focusing on particular aspects of your demos or user interactions.