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Save new leads from Outgrow as new leads to Salesforce
Save new leads from Outgrow as new leads to Salesforce
Outgrow Team avatar
Written by Outgrow Team
Updated over 2 years ago

If you want to update or add contact info of your Outgrow calculator/quiz leads to your Salesforce from, you can use Zapier.

Here's what you'll need to get started:

Steps:

  • Getting your accounts ready

  • Connecting your accounts

Getting your accounts ready

To connect your Outgrow account to Salesforce, you will need an active Outgrow account, and a live calculator or quiz. For help getting started with Outgrow, click here. For more information on how to get started with Salesforce on Zapier, you can start here.

Connecting your accounts

1. Choose your Outgrow account from the list of accounts, or connect a new account.

2. To connect a new Outgrow account you will need to plug-in API key for your account. You'll find the key under the API Key Heading in the Settings section of your Outgrow account.

3. Choose the calculator/quiz that you wish to use.

4. Choose your Salesforce account from the list of accounts, or connect a new account.

5. In the Salesforce Last Name field, select the corresponding Outgrow calculator/quiz field from the drop-down menu. Similarly, map other fields from Salesforce to corresponding fields from Outgrow calculator or quiz.

6. Click Save + Finish.

Now, test the Zap to make sure it works. Once you’re satisfied with the results, new entries from your selected Outgrow calculator or quiz will automatically create corresponding Salesforce lead.

Note: If you ever want to change this Outgrow and Salesforce integration, just go to your Zapier dashboard and tweak anything you'd like.

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