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Connect Salesforce

Link your Salesforce CRM under Configure → Integrations so you can import contacts and leads into campaigns and generate a page for each of them.

· For owners and admins

On this page

Connecting Salesforce lets you pull contacts and leads out of your CRM and into a GenPage campaign, where each of them gets a personalized page. The connection is made once per workspace under Configure → Integrations; importing happens later, when you add leads to a campaign.

Before you start

  • You need the Owner or Admin role in the GenPage workspace.
  • You need a Salesforce login that is allowed to authorize connected apps in your Salesforce organization.

Connect the workspace

  1. Open Configure → Integrations and click the Salesforce row.

    Integrations list with the Salesforce row highlighted

  2. The Salesforce Integration dialog opens. Under Connection Status it says that the workspace is not connected yet. Click Connect to Salesforce.

    Salesforce Integration dialog with the Connection Status box and the Connect to Salesforce button highlighted

  3. Salesforce opens in a new browser tab. Sign in if you have to and allow the request. When Salesforce sends you back, close that tab.

  4. Return to the app, reload the Integrations page and open the Salesforce row again. The Connection Status now reads Connected to Salesforce. You can import contacts and leads., and the dialog offers Disconnect instead of Connect to Salesforce.

What you can do once connected

When you add leads to a campaign, choose Import from Salesforce. You pick the Object type and a list view, GenPage loads the records, and you map their fields to the campaign's variables before the pages are generated.

Disconnect

Open the Salesforce row again and click Disconnect. A Disconnect Salesforce dialog asks you to confirm. Disconnecting stops all Salesforce syncing for this workspace; contacts you have already imported stay in your campaigns.

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