Salesforce
NOTE: Salesforce connects to Growbots through the REST API, available in Salesforce Enterprise and Unlimited plans and available on request in Professional plan.
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.
Connecting Salesforce CRM
To connect your Salesforce, go to the Settings tab; and then click on Integrations.
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.
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.
If you choose contacts, click yes below if you’d like Growbots to create new accounts and assign the new contacts to the accounts that already exist in your Salesforce.
Choose no if you want to create new contacts that will not be assigned to any account and no new accounts will be created.
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):
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:
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:
Eg. in this case, the user chose to import the timezone custom field to be displayed in Salesforce as Time Zone:
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:
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):
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:
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:
Don’t worry, your Salesforce won’t get messy with all the tasks - you will see only the next closest task for each prospect. Bear in mind that this set up does not work backwards.
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.
HubSpot
Thanks to the integration with HubSpot CRM you can export prospects from Growbots to HubSpot CRM and track both in & out email activity on the created contact profiles. Also, to avoid duplicating your existing contacts Growbots can exclude your contacts in your CRM account from being generated in Growbots.
Connecting HubSpot CRM
To connect your HubSpot CRM, go to the Settings tab and then click on Integrations.
Then click on the HubSpot CRM icon, log into your account 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.
Step 1 - Deduplication
Decide whether Growbots should exclude the contacts from your campaigns. The exclusion takes into account prospects’ email addresses. After choosing this option, the contacts that are already in your HubSpot CRM won’t be generated in the Growbots app.
In this step, you can also upload a Do Not Contact list to exclude entire companies, not only single prospects. 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 HubSpot CRM as new contacts or if you don’t want to import them to HubSpot CRM at all.
If you decide to not import prospects to your HubSpot, click Next step to finish configuring your integration.
If you choose Import to contacts, we can create new Companies and add Contacts to your existing Companies or we can create Contacts not assigned to any Companies.
Step 3 - Track status
If you want to track prospect’s activity (eg. if they were contacted or replied), you can use one of your fields in HubSpot to reflect the changes in status. This field needs to be a picklist. We will display only these type of fields in this step. If you don’t select any field, we will import your prospects to Contacts right after scheduling the messages and we won’t add any status changes.
Step 4 - Growbots actions
(only if you select the field to track status in the 3rd step)
Now you can choose which Growbots actions will change the selected status in HubSpot. The first action from the top which you assign to Contact status defines when the prospect from Growbots will be created as a Contact in your HubSpot CRM.
If you don't want to change status after any of the listed events, don't pick any value. We will import your prospects after launching the campaign.
Step 5 - Growbots status
(only if you select the field to track status in the 3rd step)
Choose which changes of your prospect's statuses in Hubspot CRM should have impact on the prospect's Stage at Growbots. For example, you can decide that if you change the status in Hubspot to Unqualified (the statuses depend on your Hubspot 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.
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
Decide which fields in your crm should be filled out with Growbots data. Email address is required but you can choose any other field that you have in HubSpot and fill it out either with Growbots data or fixed value:
Step 7 - Company's data
(only if you choose option to sync company info in the 2nd step)
Decide which fields in HubSpot should be filled out with Growbots data. Company name and company domain are required but you can choose any other field that you have in HubSpot and fill it out either with Growbots data or fixed value.
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 HubSpot CRM. 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.
By default we leave this option off because HubSpot CRM automatically tracks all email channels connected to the CRM account and displays them in Email Activity. Emails tracked by Growbots will appear in Activity and may be duplicated with the ones added from your email channel sync. We recommend adding all email channels used in Growbots to your HubSpot CRM account to easily track all sent and received emails without duplicating activities.
Step 10 - Confirmation
That’s the last step - you’ll see a confirmation whether the connection has been successful.
