Overview
Lead Liaison's in-depth integration with CRMs such as Salesforce.com enables marketers to pre-configure campaigns that include CRM actions such as creating a lead, creating a task, adding a prospect to a CRM Campaign and changing status of a prospect in a CRM Campaign.
Salesforce.com Support
The CRM actions below are valid for Salesforce.com
Sync Lead to SFDC
Use this action to create a new lead in Salesforce.com. When this action executes Lead Liaison will import the Prospects entire profile into Salesforce.com as a new lead. If the Prospect already exists in Salesforce.com as a lead or contact (matched by email address) then the lead will by synced with the Prospect in Salesforce.com. When a lead/contact is synced with a Lead Liaison Prospect, Lead Liaison will enhance the CRM record by adding lead scoring, lead grading, behaviors and other key qualification criteria to the lead/contact record.
When adding the Sync Lead to SFDC action it's necessary to select a value from the "Assign To" drop down. There are three options for the value of this drop down as described below:
- Assign to user = Creates a new lead in Salesforce.com with the name of the user as the Lead Owner.
- Use SFDC Auto-Assignment Rules = To determine the Lead Owner Lead Liaison will use Salesforce.com's assignment rules. Before using this option make sure to setup your assignment rules in Salesforce.com. Learn more about setting up Salesforce.com's assignment rules.
- Use Lead Liaison Auto-Assignment Rules = To determine the Lead Owner Lead Liaison will use Lead Liaison's assignment rules. Assignment rules can be defined by going to Settings > Administration > Lead Distribution.
Note that Salesforce.com requires the Company and Last Name fields before a lead can be created. If the Sync Lead to SFDC action runs on a Prospect and the Company and/or Last Name fields are empty Lead Liaison will insert "Anonymous" as a value into the Company and/or Last Name fields.
Create Task
Use this action to automatically create a task against a lead/contact in Salesforce.com and assign the task to a specific user. To use this action select one of the pre-configured tasks under the "Task" drop down and assign the task to a user. To setup new tasks and make them available for selection under the "Task" drop down go to Settings > Administration > Tasks.
List of Users
Only users who are also Salesforce.com users will be listed in the "Assign To" drop down. To see which Salesforce.com users are linked to Lead Liaison users go to Settings > Users > Link CRM Users (tab).
Default Assignee
By default, Lead Liaison assigns the selected task to the owner of the lead/contact.
Add to SFDC Campaign
Please see the Salesforce.com Campaign Filters and Actions page.
Change Status in SFDC Campaign
Please see the Salesforce.com Campaign Filters and Actions page.