Be notified of leads and events directly on Salesforce, with the ability to customize data sent.
Want to integrate Novocall with Salesforce to streamline your workflow? With the Salesforce CRM integration, you will be notified immediately of any new leads coming through Novocall, and have the option of customizing objects created on the Salesforce platform.
1. Register your Salesforce Account
Navigate to Settings > Integrations > CRMs on the Novocall Dashboard.
Click on the Salesforce card to register a Salesforce account.
Select the events that you would like to trigger a notification to Salesforce. You can also specify whether contact updates on Novocall's side updates contacts on Salesforce, and whether the contact object created on Salesforce is a Lead or Opportunity - depending on how your company uses Salesforce.
Upon clicking Create, you'll be redirected to Salesforce, where you need to log in to your account in order to complete linking the integration.
2. Editing Settings and Adding Custom Properties
Back at the Settings > Integrations tab on the Novocall Dashboard, clicking on the Salesforce card again allows you to change any of the previous settings by clicking on Edit.
Clicking on Edit Custom Properties allows you to sync inputs to custom fields on your widget to object properties on Salesforce.
For example, this widget has a custom dropdown field, "How did you hear about us?" that we would like to link to a Salesforce property.
To find the Salesforce field name to link it to, first login to Salesforce and navigate to the Object Manager by clicking Setup under the gear icon on the top right, then searching for Object Manager in the Quick Find bar on the left.
Under the Object Manager, select the object which properties you're interested in.
A Contact on Novocall is linked to either a Lead or Opportunity on Salesforce (depending on the option you have selected).
A Call or Message through Novocall further creates a Task on Salesforce, while a Scheduled Call created on Novocall creates an Event on Salesforce.
Select the Salesforce object and navigate to Fields & Relationships.
Field Name is the column that we are interested in, and is the name we require to link the question input to the Salesforce property.
Note that either custom Salesforce properties or default Salesforce properties can be used here, however, the Data Type must be Text.
Now, return to the Novocall Dashboard, navigate to Integrations again, and click on Edit Custom Properties on the Salesforce card.
Click Add to add the input-property link. Contact properties sends input from any page - Call Now, Message Us, Call Later - that matches the question to the Salesforce Lead or Opportunity object. The other properties are page specific.
Note: The "Question" field has to exactly match the question in the custom field, while the "Salesforce Field" has to exactly match the "Field Name" for the object on Salesforce.
After clicking Update Webhook, the link should be created and check it by clicking on the Salesforce card again!
