Advice and answers from the ClickFunnels Team

This article will show you how to integrate with Salesforce.

Before you start the integration, please make sure that you are already logged in to your Salesforce account.

**Please note that in order to enable API integrations in Salesforce, you must be, at minimum, subscribed to their $150 Lightening Enterprise plan.

See Salesforce Pricing for more details. 

How to Integrate

After you have logged into your Salesforce account, login to your ClickFunnels account and go to My Account > Integrations > Add New Integration. 

Give your integration a name and select Salesforce from the dropdown menu.

After you do this, you will see a button that reads Connect.

Click this button and it will ask you if you want to authorize ClickFunnels.

Confirm the authorization and your Salesforce and ClickFunnels accounts will be integrated.

Add Leads to Salesforce

After you have successfully integrated your Salesforce account, you will need to integrate Salesforce in the Email Settings on your page.

In the page editor, click on Email on the right hand sidebar and select Salesforce from the dropdown menu.

Select Add to Campaign.

And then select your campaign.

This will add leads to your selected campaign when a user opts in on your ClickFunnels page.

Add Buyers to Salesforce

After you have successfully integrated your Salesforce account, you will need to integrate Salesforce in the product settings for your products.

Go the product that you wish to integrate and click Edit.

Click on the Email Integrations tab and select Salesforce from the dropdown menu.

Select Add to Campaign.

And then select your campaign.

This will add buyers to your selected campaign when they purchase that product in ClickFunnels.

Did this answer your question?