Thanks to the integration with Salesforce you can export prospects from Growbots to Salesforce and track both in & out email activity on the created contact/lead profiles. Also, to avoid duplicating your existing contacts Growbots can exclude your organization’s contacts/leads in Salesforce from being generated in Growbots. The synchronization works both ways, it means that some actions in your Salesforce can change the prospects’ status in Growbots.

NOTE: Salesforce connects to Growbots through the REST API (available in Salesforce Enterprise and Unlimited plans and available on request in Professional plan). It means that API access must be enabled on your Salesforce account.

Connecting Salesforce

1. Enable API access in Salesforce

Enable API access in Salesforce by profile

  1. Click on Setup.

  2. Go to Manage Users and click Profiles.

  3. Click Edit on the specific profile you're updating.

  4. Scroll down to Administrative Permissions and check the API Enabled box.

  5. Click Save.

Enable API access in Salesforce by Permission Set

  1. Click on Setup.

  2. Go to Manage Users and click Permission Sets.

  3. Select the Permission Set you're updating.

  4. Go to System and click System Permissions.

  5. Click Edit.

  6. Check the API Enabled box.

  7. Click Save.

2. Connect Salesforce in Growbots settings

To connect your Salesforce, go to the Settings tab; and then click on Integrations.

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Then click on the Salesforce icon, log into Salesforce and grant the necessary privileges by clicking Allow. After that, you’ll be moved to the settings of the integration (which can be edited later). The settings consist of several steps (the number of steps may vary depending on the options you choose) and it allows you to suit the integration to your needs. Always go through the whole process to the confirmation step to save your changes.

Integration steps

Step 1 - Deduplication

Decide whether Growbots should exclude the leads/contacts from your campaigns. The exclusion takes into account prospects’ email addresses. After choosing this option, the leads/contacts that are already in your Salesforce won’t be generated in the Growbots app.

In this step, you can also upload a Do Not Contact list. It should be a CSV file with a list of domains of the companies you don’t want to generate in Growbots. Check this article to see more details.

Step 2 - Upload prospects

In this step, you can choose whether the prospects accepted in Growbots should be created in your Salesforce as new leads or contacts or if you don’t want to import them to Salesforce at all.

  1. If you decide to not import prospects to your Salesforce, choose Do not import, then click Next step to finish configuring your integration.

  2. If you choose Import to leads, the integration will create Leads not assigned to any Companies.

  3. If you choose Import to contacts, you can choose whether or not to sync accounts info from Growbots:
    - If you choose Yes, the integration will create new Companies and add Contacts to your existing Companies.
    - If you choose No, the integration will create Contacts not assigned to any Companies.

Step 3 - Track status

(only if you choose Import to contacts, if you have chosen Import to leads -> move to step 4)

In this step, you choose the field in Salesforce that will reflect the contact’s status (we chose Contact Status):

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This field needs to be a picklist, only these type of fields will be displayed in this step. If you don’t select any field, the integration will import your prospects to Contacts right after scheduling the messages and it won’t add any status changes (if you haven't picked anything here -> move to step 6).

Step 4 - Growbots actions

(only if you select the field to track status in the 3rd step or import the prospects to leads)

Now you can choose which Growbots actions will change the selected status in Salesforce. The first action from the top-left which you assign to Contact status defines when the prospect from Growbots will be created as a Contact in your CRM (eg. if you add first action at You send email with Growbots - the contact will be generated in Salesforce right after they receive your message).

Next actions will only update contact's status in Salesforce (eg. if you then add another action to Prospect replies to your email - the contact will be updated in Salesforce to a new status right after he replies on your message)

Eg. these would be your settings if you would like to create a prospect with New status in your Salesforce when you launch a campaign, and then update his status to Actively engaging once they reply positively or you qualify them:

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NOTE: The statuses depend on your Salesforce configuration, these are the examples that we have:

If you don't want to change status after any of the listed events, don't pick any value. Your prospects will be imported after launching the campaign.

Step 5 - Growbots status

(only if you select the field to track status in the 3rd step or import the prospects to leads)

Choose which changes of your prospect's statuses in Salesforce should have impact on the prospect's Stage at Growbots. For example, you can decide that if you change the status in Salesforce to Unqualified (the statuses depend on your Salesforce configuration), Growbots will change the Stage to Company Unqualified. Thanks to the bisync feature, your campaign in Growbots can be paused without even opening our app.

NOTE: When you use this option, remember what you selected in the 4th step as you can easily create a loop interrupting your campaign.

Step 6 - Prospect's data

In this step, you can decide which contact fields in your Salesforce should be filled in with data from Growbots. There is one required field: last name. However, you can choose many more informations about your prospects to be transferred. You just need to find them in the fields below, match corresponding Salesforce and Growbots fields, and click ADD:

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Eg. in this case, the user chose to import the timezone custom field to be displayed in Salesforce as Time Zone:

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You can also type the word(s) you'd like to see as Salesforce fields manually if you want some fixed values to be displayed in your Salesforce:

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For example if you want Salesforce field Lead Source to be filled with "Growbots", simply type Growbots and click Add Value and green ADD button.

Step 7 - Company's data

(only if you choose Contacts table and marked yes to sync account info in the 2nd step, if you have selected any other configuration, just skip this step)

Decide which account fields in your Salesforce should be filled in with data from Growbots. You need to choose at least one: Account name. Probably you should choose Company name or Company domain to fill this field with (depending on if you would like to see the name or the website of the company):

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Also in this step, analogically to a previous one, you can add some additional information about the accounts to your Salesforce just by finding them in the fields below, matching corresponding Salesforce and Growbots fields, and clicking ADD:

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Step 8 - Contact Owners

Your organization may have more than 1 user in Growbots. In this section, you can decide whether to add Growbots users as contact owners in your Salesforce. Thanks to this, you’ll be able to determine which Growbots user generated which contact.

Step 9 - Track activity

In this step decide whether to track the emails you sent to prospects via Growbots and the replies you receive. Growbots can also move your tasks automatically to Salesforce. You will be able to choose which tasks or activities you’d like to see in your Salesforce in the Track activity step of integration:

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Don’t worry, your Salesforce won’t get messy with all the tasks. Here's how the tasks integration works:

  • When the next step in a Growbots sequence is a task, it is pushed into Salesforce,

  • When a task is completed in Growbots, it will also automatically mark as completed in Salesforce,

  • If the due date of the task is changed in Growbots, it will be changed in Salesforce as well,

  • If the task is skipped in Growbots, it will be deleted in Salesforce,

  • If the sequence in Growbots is paused when a task is a next step, the task will be deleted in Salesforce.

The events will be recorded in Salesforce as tasks within Activity section.

Step 10 - Confirmation

That’s the last step- you’ll see a confirmation whether the connection has been successful.

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