Native Integrations

Integrate Pipedrive, Hubspot, and Salesforce with Salesflow.

Written by CS Team
Updated over a week ago

What Can I do with the Native Integrations?

The Native Integrations feature allows you to push and pull data from and to Salesflow from or to other third-party service platforms, such as Hubspot, Pipedrive, and Salesforce.

NOTE: Make sure that your browser allows pop-ups in order to make the integration correctly

How can I set up my integration?

1. Go to your Native Integrations section

2. Click on Add New Integration

3. Name your integration, choose the CRM you want to create the integration for and click NEXT

4. Connect your account

Note: How to obtain the API in Pipedrive?

You can get the API token manually from the Pipedrive web app by going to:

  • Account name (on the top right)

  • Company settings

  • Personal preferences

  • API

5. Select the action you want your integration to perform - push or pull and select the trigger(s)

When you select pull, the profile link must be included in order for the contact to be imported into the campaign.
When you select push, you will be able to choose from different triggers:

  • Campaign Member Connected

  • Campaign Member Invitation Withdrawn

  • Reply from a Campaign Member Detected

  • Member Added to the Campaign

  • Member Removed from the Campaign

6. Attach your campaign. You can attach 1 or several campaigns. You can also choose to integrate all campaigns on your account.

Note: When you choose to pull data from your CRM to Salesflow, you will only be able to select 1 campaign to integrate. Salesflow does not allow duplicates across campaigns, therefore, your data can only be pulled into 1 campaign at a time.

7. Do your mapping. Select all the data that you want to be pushed to your CRM and click Add Integration

  • Watch a demo of a Hubspot integration here

  • Watch a demo of a Pipedrive integration here

How to set up LinkedIn URL field in a Salesforce Integration

When setting up a Salesforce integration, it is crucial to have the LinkedinUrl field configured as below. This is indispensable when it comes to the system to push data into Salesfroce. Having it configured in another way, may lead to an error and this will cause the Salesforce not to receive the data.

  1. Open your Salesforce page and click on Object Manager

  2. Then click on Fields & Relationships

  3. Once you click there, click on New

  4. Then select text, and click on Next

  5. The field should look exactly like the screenshot below (LinkedInUrl And length 255)

  6. Final result should look like this

We hope you found this article helpful! If you still have questions, do not hesitate to contact us through the support chat or via email

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