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Integrating Claspo with Salesforce
Integrating Claspo with Salesforce

In Claspo you can integrate with your existing Salesforce account to use the capabilities provided by both apps.

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Written by Vitalii Shumilov
Updated over a week ago

Claspo allows you to send the collected data to third-party apps. You can add the Salesforce integration to new and existing Claspo forms.

Adding Salesforce integration in Claspo

When creating a new subscription form, the Integration step suggests adding a new integration. Proceed as follows:

  1. Click Add integration.

  2. Select Salesforce from the list of the apps.

    You will be redirected to the Salesforce login page.

  3. Enter your Username and Password and click Log In.

    Note:

    • The Salesforce access permission does not expire and remains valid unless you revoke it.

    • If you experience authorization issues, click Reauthorize to repeat the authorization process.

  4. Select the list from the List dropdown.

  5. Select the Field mapping fields from the dropdown lists.
    ​Note: The Last name field is required.

    The Field mapping contains two types of fields:

    • Widget fields. Those are the contact fields you add when editing a Claspo template. For example, email, first name, last name, phone.

    • System fields. Those are the fields depending on the site where a widget is displayed. For example, site language, browser, operation system, device.
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  6. Add the static field names and the corresponding values from the dropdown list.

  7. Add more static fields as required by clicking Add static fields, then click Done.

    The Salesforce integration adds to your form.

Adding Salesforce integration to existing forms

To add the Salesforce integration to the existing forms in Claspo:

  1. On the Claspo dashboard, click Widgets on the left panel and select a Subscription form from the list.

  2. Select Integrations in the Widget Details menu and follow all the steps described in the Adding Salesforce integration in Claspo section.

You can edit the Salesforce integration configuration at any time.

Your Salesforce account is now integrated with Claspo and the customer data from the widgets will be automatically transferred to the specified Salesforce list.

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