Matching Wishpond Lead Properties to Salesforce Fields

An important part of setting up an integration with SalesForce is matching the lead properties you have set up inside of wishpond to fields in Salesforce. This will allow Salesforce to recognize which fields are which, for example: First Name = First Name.

To Match a Wishpond Lead Property to a SalesForce Field:

  • Step 1: Click on the campaign you want to export leads from (or the list from your Leads Database for a one time export)

  • Step 2: Click on “Export Leads” on the left

  • Step 3: From drop down menu select “Integrated Apps”

  • Step 4: Name your integration

  • Step 5: Click “Connect”

  • Step 6: Login to Salesforce

  • Step 7: Choose to export Salesforce Contacts or Salesforce Leads

  • Choose the lead properties you want to match. For Examples “First Name” in Wishpond with “First Name” in SalesForce.

  • Step 9: Continue this for all other Lead properties you want to match

  • Step 10: Press “export”

How did we do?