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. 

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 imports 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 enhances 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 you can select a value from the "Assign To" drop down. There are three options for the value of this drop down as described below:

  1. Assign to user = Creates a new lead in Salesforce.com with the name of the user as the Lead Owner. 
  2. 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
  3. 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 > App Setup > Lead Distribution

When the "Assign To" drop down is left empty the Sync User is assigned as the Lead Owner on the Lead. 

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.

Sync Lead to MSD

Use this action to sync record to Microsoft Dynamics CRM. For more details on this action and the integration see this page

Sync Lead to Administrate

Use this action to sync records to Administrate's CRM. For more details on this action and the integration see this page

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 > App Setup > Tasks

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 > Click the Actions button > Link CRM Users

By default, Lead Liaison assigns the selected task to the owner of the lead/contact.


Convert Lead to Contact

Use this action to convert a Salesforce.com Lead into a Contact, create an opportunity and create an account. This action is explained in more detail below:

If Send notification email is checked the Lead Owner will receive a message from Salesforce.com similar to the one below:

Implementation Specifics

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