Quick-Start Guide: Integrating with Salesforce

Connect your Salesforce account to transfer your OVOU leads into your Salesforce CRM automatically. This helps your sales team close more deals by keeping your Salesforce CRM records up to date without manual data entry. For a more technical guide, please click here.

NOTE: You must be a Salesforce admin to connect to your Salesforce account.

1. Navigate to the Integrations tab and click Configure under Salesforce to set up the integration.
   
2. Click Connect to link your OVOU account with Salesforce and enable automatic sync for leads.
   
3. Click on the Salesforce Production Account option to proceed with the integration. This will prompt you to log in and give permission to access your Salesforce Account. Click Allow to grant access.
   
4. Click the toggle to enable the workflow that will automatically sync new leads from OVOU to Salesforce.
   
5. Set the required fields to finalize the integration.
1. Select whether to overwrite old data with new data in Salesforce integration.
   
2. Select the Status for OVOU leads.
   
3. Choose the specific campaign for new OVOU leads from the dropdown menu.
   
4. Select the Record Type for mapping additional fields.

Note: This integration maps the following fields with no additional setup:

1.  First Name 
2.  Last Name 
3.  Email 
4.  Job Title 
5.  Company Name 
6.  Phone Number 
7.  Message 
8.  Lead Owner (the team member who established the connection with the lead)

• Related Articles

• Integrating OVOU with Salesforce CRM: A Technical Guide

  This document provides a comprehensive, step-by-step guide to setting up the direct integration between OVOU and Salesforce CRM. By connecting your Salesforce account, you can automatically transfer leads captured on OVOU into Salesforce, ...

• Quick-Start Guide: Integrating with Monday.com

  This article will provide you with a quick guide on connecting Monday to OVOU. For a more in-depth guide, please visit our Technical Guide to Connecting Monday: Navigate to the Integrations section of your dashboard. Click Configure to begin the ...

• Integrating OVOU with Monday.com: A Technical Guide

  This document provides a comprehensive, step-by-step guide to setting up the direct integration between OVOU and Monday.com. By connecting your Monday.com account, you can automatically transfer leads captured on OVOU into Monday.com, streamlining ...

• Integration with Hubspot: Technical Guide

  This document provides a comprehensive, step-by-step guide to setting up the direct integration between OVOU and HubSpot CRM. By connecting your HubSpot account, you can automatically transfer leads captured on OVOU into HubSpot, streamlining your ...

• Integrating OVOU with Microsoft Dynamics 365 Sales CRM: A Technical Guide

  This document provides a comprehensive, step-by-step guide to setting up the direct integration between OVOU and Microsoft Dynamics 365 Sales CRM. By connecting your Dynamics 365 Sales account, you can automatically transfer leads captured on OVOU ...