With the Outgrow and Salesforce integration, you will now be able to pass Outgrow calculator and quiz leads directly into Salesforce to trigger marketing automation activities.

Follow two simple steps to start sending the leads you collect on Outgrow to Salesforce

To access this integration, navigate to the Builder > Configure on your Outgrow calculator or quiz. Click the Configure button on Salesforce Integration.

On clicking configure a popup to allow Outgrow to send leads to your Salesforce account will appear. Click on yes and then on next screen login to your Salesforce account.

To set up integration map Salesforce fields with your Outgrow calculator or quiz fields.

Once you are done mapping the fields, we will push a test lead to Salesforce with sample values. If connection and mapping is successful you will see the test lead in your Salesforce.

Your Outgrow calculator or quiz should now be successfully integrated with Salesforce! When you are done with mapping of field Salesforce block shown below will show Active Status, indicating that new leads will be forwarded to Salesforce.

Click on the small dropdown on top of the Salesforce block to see actions that can be performed on Salesforce integration after it has been set up.

Re-configure- In case your Salesforce credentials have changed or you want to connect Outgrow with a different Salesforce account then you will have to Reconfigure your Salesforce integration to continue getting Outgrow leads in your Salesforce account.

Sync- If due to some error in connection your leads from a calculator or quiz have not been sent to Salesforce then you can Sync the leads to your Salesforce account after re-configuring. All the leads which were not sent to your account will be sent to Salesforce when you sync.

Deactivate - In case you don't want to send leads from a calculator or quiz to Salesforce, you can simply deactivate it.

For every Outgrow calculator or quiz you create you will have to activate or deactivate the integration from config section on the builder, in order to start or stop sending leads collected on Outgrow to Salesforce.

Any custom field added to Salesforce will automatically show up in the dropdown on mapping pop up. You can easily map any value on Outgrow with any predefined or custom field on Salesforce.

Read this to learn How to add custom fields to Salesforce

If you don't have "modifyalldata" permission on your SalesForce account enabled, you will need to add it. To do so, please follow these simple instructions