Note: This feature is currently in beta and only available on iOS. If you're interested in integrating UpHabit with your Salesforce account please contact us at info@uphabit.com.

UpHabit allows you to map specific labels so your contacts data can be sent to any custom or native field in Salesforce.

In the example below, you will see that Salesforce has Phone and Home Phone.

If your contact has a Home and Work Phone in UpHabit, you can map the Label so that it's sent to the appropriate field in Salesforce.

To start mapping your fields, Head over to Settings >>> Linked Destinations >>> tap on your account email address.

Select if you want to send your contacts Description and Title to Salesforce.

Select the labels to be sent to Salesforce, choose Email or Phone

Here is where you can assign the UpHabit labels to the Salesforce fields. Start by tapping on "Unassigned" on one of the labels.

Choose the available Salesforce fields

Review the UpHabit labels that you mapped and tap on Save.

Note: Unassigned labels will not be sent. If an UpHabit contact has multiple values assigned to a single Salesforce field, the most recently updated or default one will be sent.