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Salesforce to LeadSquared Integration – Mapping and Configuration

This help article allows you to understand and complete the mapping and configuration of your Salesforce CRM with your LeadSquared system. For more information on the overview and installation of the Salesforce to LeadSquared integration, refer to Salesforce to LeadSquared Integration – Installation and Authentication.

Prerequisite

  • You should have a Salesforce and LeadSquared account.
  • You should be an administrator user of Salesforce.

Procedure

Once the installation and authentication is complete, follow the steps below:

  • From the LeadSquared connector window, click Mapping. The Mapping window appears.

The mapping section allows you to map the various Lead fields, Contact fields and Activities between Salesforce and LeadSquared.

In Salesforce, your Leads can be classified into two types:

  • Leads
  • Contacts

However in LeadSquared, there is only Leads. Therefore, both Lead or Contact fields in Salesforce can be mapped and synced only with the Lead fields of LeadSquared.

Also in Salesforce, there are two types of activities:

  • Tasks
  • Events

However, in LeadSquared there are only Activities. Therefore, both tasks or event fields in Salesforce can be mapped and synced only with the Activity fields of LeadSquared.

Lead Mapping Tab

The Lead mapping section allows you to map and sync the various Lead fields of Salesforce with the Lead fields of LeadSquared.

The various sections of Lead Mapping are explained below:

Lead Object Settings

  • Name – Enter a name for the Lead mapping if required.
  • Is Active – Select this, if you want to make the Lead mapping active.
  • Description – Enter a brief description for the mapping.
  • Do not Overwrite Salesforce data – Clicking this checkbox will ensure that lead fields are not overwritten when LeadSquared pushes data to Salesforce. For example, if a particular lead field already has a value in Salesforce, it will not be overwritten with a new value being pushed from LeadSquared to Salesforce. Data will only be populated if the lead field does not have a value in Salesforce and LeadSquared pushes a new value for that lead field.
  • Source – Indicates the source field type in Salesforce.
  • Target – Indicates source field type in LeadSquared.
  • Filter – Allows you to to filter Leads using a SQL query, if required. Enter an SQL query and only the Leads matching the criteria is synced between Salesforce and LeadSquared.

Once the Lead Object Settings are completed, you can map the lead fields of Salesforce and LeadSquared by selecting the required lead fields from the drop-down menu.

  • Salesforce – Allows you to select a Salesforce lead field to map.
  • LeadSquared – Allows you to select a LeadSquared lead field to map.
  • Sync Type – Allows you to make the sync inbound (LeadSquared to Salesforce), outbound (Salesforce to LeadSquared) or in both the directions.

Sync type

Note: By default, most of the Salesforce Lead fields are mapped to the matching LeadSquared Lead fields. For new mappings, it is advisable to map a Salesforce lead field to your custom lead field in LeadSquared. For more information on custom fields, refer to How to create custom fields in LeadSquared?

  • Click  add mapping at the last row. This allows you to add further mappings to the Lead Mapping section.

further mapping

Lead Converted to Contact/Opportunity

This setting allows you to update the Lead Stage in LeadSquared when a Lead is converted to Opportunity/Contact in Salesforce. You can update to the required Lead Stage type from the Change Lead Stage to drop-down list.

  • Update Lead Conversion in LeadSquared – Check this box, if you want Lead Stage changes in Salesforce to LeadSquared.
  • Change Lead Stage to – Select the required LeadSquared LeadStage type from this drop-down list. Once the LeadStage of a Lead changes in Salesforce, the corresponding Lead is updated with the selected value from the drop-down list in LeadSquared.

Once the settings in Lead Mapping tab is completed, click Save.

Contact Mapping Tab

The Contact Mapping tab allows you to map and sync the various Contact fields of Salesforce with the Lead fields of LeadSquared.  The settings and mapping is the same as that of the Lead Mapping Tab.

Here Source is the Salesforce Contacts and Target is the Lead in LeadSquared. You can do the sync and mapping similar to the settings in the Lead Mapping Tab procedure explained in this article.

Once the mappings are completed, click Save.

Activity Mapping Tab

The Activity Mapping tab allows you to map and sync the various tasks and events in Salesforce to the activities in your LeadSquared.

Note: Only tasks and events from Salesforce can be mapped to activities in LeadSquared. LeadSquared activities cannot be mapped back to Salesforce. This is only a outbound/unidirectional sync.

activity mapping

The different sections of the Activity Mapping tab is explained below:

Task Type Mapping

Allows you to map the various task types of Salesforce to the activities of LeadSquared.

leadsquared activities

Sync Type can be only set outbound as only tasks and events from Salesforce is synced to LeadSquared. Activities from LeadSquared is not synced back to Salesforce.

sync type 2

Event Type Mapping

Allows you to map the various event types of Salesforce to the activities of LeadSquared.

eventtype mapping

eventtype mapping2

Also in Event Type Mapping, Sync Type can be only set outbound as only tasks and events from Salesforce is synced to LeadSquared.

Once the mappings are completed, click Save. The Mapping section of the Salesforce to LeadSquared integration is now complete.

Configuration

Once the mapping is completed, follow the steps in the order mentioned below to complete the configuration:

  • From the left pane of the LeadSquared connector, click Configuration. The Configuration window appears.

Initial Data Push

Allows you to start the sync between the mapped Lead, Contact and Activity Fields between your Salesforce and LeadSquared systems. Once it is clicked, the data sync begins and the button is removed from the Configuration window. Please see the below image for reference.

Lead Data Sync Settings  

Allows you to set the time interval and schedule the sync of Leads from LeadSquared to Salesforce.

  • Inbound job interval – Select the time interval from the drop-down list. The Leads are synced from LeadSquared to Salesforce in the selected time period.

time periodf

  • Lead mapping object in Salesforce – Select Lead or Contact based on whether you want to create incoming Leads from your LeadSquared as Lead or Contact in Salesforce.

object

  • Last successful sync datetime – Indicates the last time when the data sync occurred from LeadSquared to Salesforce.

Once the schedule time interval is set, click Schedule Inbound Job under Schedule. This starts the data sync from LeadSquared to Salesforce.

schedule

To change the schedule time interval:

  • Change the Inbound job interval under Other Settings and click Save.
  • Click Schedule Inbound Job under Schedule.

Filtering Inbound Leads

  • Clicking the ‘Filter Inbound Leads’ checkbox allows you to set a condition according to which leads will come into your Salesforce application. You can set a filter on any lead field.
  • For example, if you want only leads from Bangalore to be synced with your Salesforce application, then choose the lead field ‘City’, set the operator as ‘=’ and then type in ‘Bangalore’. Only leads matching this condition will now be synced with Salesforce.

Activity Data Sync Settings

Allows you to set the time interval and schedule the sync of activities from LeadSquared to Salesforce.

  • Inbound job interval – Select the time interval from the drop-down list. The activities are synced from LeadSquared to Salesforce in the selected time period.

  • Last successful sync datetime – Indicates the last time when the data sync occurred from LeadSquared to Salesforce.

Once the schedule time interval is set, click Schedule Inbound Activity Job under Schedule Activity Data Sync Job. This starts the activity sync from LeadSquared to Salesforce.

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