This article will guide you on how to setup a flow to add new leads into your Salesforce when using Reachdesk Landing pages. This article is made for a Zapier connection. 

*Please be aware to use a premium app like Marketo in Zapier you will need a paid account 

Let's walk through the process step by step:

• Creating a Zapier Account: Following the PC's instructions, you create a Zapier account using your Google credentials. This step is essential as Zapier will act as the bridge between your Google Sheet and CRM, facilitating seamless data transfer.
• Receiving the Google Sheet: The PC prepares a Google Sheet containing the necessary form fields required for integration and shares it with you. This sheet serves as the central location for capturing leads or other relevant data that will be synced with CRM.
• Setting Up the Zap: There are in-depth instructions below to guide you through the process of setting up a Zap using Zapier. With the Google Sheet already in place and accessible to you, the PC assists you in configuring the Zap to establish a connection between the Google Sheet and your HubSpot account.
• Inputting Credentials: As part of the Zap setup, you input your credentials into the Zapier interface. This step is crucial as it authorizes Zapier to access your account and direct leads or data from the Google Sheet into a specific campaign or destination within your CRM.
• Testing the Integration: Once the Zap is configured, you and the PC perform testing to ensure that the integration works as expected. This involves submitting test data through the Google Sheet and verifying that it is successfully transferred to the designated location in CRM. Any issues or discrepancies are addressed and resolved during this phase.
• Updating the landing page disclaimer: As recipient data will be utilised beyond the typical landing page scope, we need to revise the disclaimer accordingly. Kindly provide the desired verbiage.

By following these steps, you successfully integrate CRM with your landing page, allowing for seamless data transfer and automation of lead management processes. This integration enhances your workflow efficiency and enables you to leverage the full capabilities of CRM for managing and nurturing leads effectively.

Connecting your Landing page via Zapier with Salesforce

• Begin by setting up your Zapier account. Once logged in, click on "Create Zap" located at the top left corner of your screen.

• Choose Google Sheets as your trigger app. Sign in to your Google account and select the trigger event as "New or Updated Spreadsheet Row".

• Sign in to your Google account and locate the spreadsheet shared by the project coordinator.

• Identify the specific worksheet containing the test submission, and proceed by selecting the corresponding record for further action.

Next, it's time to incorporate an action into the Zap. Choose Salesforce as the app, and set the event to "Find Record".

If you have no connection to Salesforce, Zapier will prompt you to login first to setup the connection. 

Please make sure the connect an account that allows for new record creation. 

• In this phase, we're delving into the "action" segment within the Salesforce part of the Zap. Here's where we'll link the fields from Google Sheets to the corresponding fields in Salesforce.

Below are the fields we need to configure:

• Salesforce Object: Contact
• Field to search by: Email
• Create Salesforce (2.6.0) Record if it doesn’t exist yet? (Ticked)
• First Name: (pull through the first name field from the Google sheet)
• Last Name: (pull through the last name field from the Google sheet)
• Use assignment rules: If true, your active Salesforce assignment rules will be used. If false, assignment rules will not be used when this record is created

If You are Searching for a Lead instead: 

• Salesforce Object: Lead
• Field to search by: Email
• Create Salesforce (2.6.0) Record if it doesn’t exist yet? (Ticked)
• First Name: (pull through the first name field from the Google sheet)
• Last Name: (pull through the last name field from the Google sheet)
• Use assignment rules: If true, your active Salesforce assignment rules will be used. If false, assignment rules will not be used when this record is created

Now, it's time to test the Zap and publish it. This action ensures that whenever new leads are added to the Google Sheet, they will be automatically transferred to your CRM. Verify that the lead now appears in your CRM.

After confirming the integration, we need to update the disclaimer on the landing page to inform recipients that their information will be stored in your CRM.

Please provide the PC with your preferred disclaimer text and they’ll update the page accordingly.

Your landing page is now seamlessly integrated with your CRM and ready to be launched.

If you have more questions about setting up a landing page; please get in touch with landingpages@reachdesk.com

If you need assistance in setting up these flows or have a more intricate process; please book a meeting with our Solutions Engineering Team here