Automatic Lead Synchronization: Every new lead captured on OVOU is automatically transferred to Salesforce, ensuring real-time data updates.
Intelligent Data Updating (No Duplicate Leads):
Duplicate Prevention: If a Lead or Contact with the same email address or phone number exists in Salesforce, the existing record is updated instead of creating a duplicate.
Search Hierarchy: The system searches for existing records first by email, then by phone number.
Data Overwrite Options: Choose to overwrite existing information with new data or update only missing fields. Note that Lead Owner, Status, and Campaign fields are protected from being overwritten to prevent conflicts.
Custom Lead Status Assignment: During configuration, specify the status to assign to leads imported from OVOU.
Campaign Assignment: Assign incoming leads to specific campaigns to enhance marketing efforts and tracking.
Task History Access for Testing and Monitoring: You have full visibility over each lead transfer through the Task History feature. Access it directly from your integration page to test and monitor tasks, ensuring effective lead management.
Salesforce Edition with API Access: Ensure you are using a Salesforce edition that includes API access. Refer to Salesforce Editions with API Access for more information.
First Name
Last Name (if not provided, a "-" is used since this is a required field in Salesforce)
Email
Job Title
Company Name (if not provided, the user's full name is used; future versions will allow making this field required)
Phone Number
Message
Lead Owner (assigned to the team member who established the connection with the lead; if the lead owner does not have a Salesforce account, the user who set up the integration is assigned)
Exchange Time (UTC)
OVOU User's Profile Handle
OVOU User's Full Name
Team Name
Log In to Your OVOU Dashboard
Access your account by navigating to the OVOU dashboard and entering your login credentials.
Navigate to the Integrations Tab
Once logged in, click on the "Integrations" tab located in the sidebar menu.
Select Salesforce Integration
Find the Salesforce integration option and click on the "Configure" button.
Connect to Salesforce
Click on the "Connect" button located at the top-right corner of the configuration page.
A popup window will appear prompting you to log in to your Salesforce account.
Enter your Salesforce credentials and authorize the connection when prompted.
Enable the Integration
After successfully connecting, navigate to the "Configuration" tab within the integration settings.
Toggle the integration switch to "On" to activate the integration.
Configure Required Fields
Data Overwrite Preferences
Decide whether to overwrite existing data in Salesforce with new data from OVOU.
Yes: Existing data will be updated with new information from OVOU.
No: Only missing fields will be added; existing data remains unchanged.
Important: Lead Owner, Status, and Campaign fields are not overwritten, regardless of this setting, to prevent data conflicts.
Lead Status Assignment
Select the desired status to assign to leads imported from OVOU. This could be statuses like "New," "Open," or any custom status your organization uses.
Optional: Assign Campaigns and Map Additional Fields
Campaign Assignment
Choose a campaign to assign to incoming leads from OVOU.
Field Mapping
Map any additional OVOU fields to Salesforce fields as needed for your organization's requirements.
Object Name must be set to 'Lead' or 'Contact’. Custom mappings will not work otherwise.
Ensure that the data types of the OVOU fields match the Salesforce fields to avoid synchronization errors.
Future Leads Only: The integration will transfer leads captured after the setup is complete. Past leads are not automatically imported.
Importing Existing Leads:
To import existing leads, export them from your OVOU dashboard:
Navigate to the "Contacts" tab.
Use the export function to download your contacts.
Import the exported contacts into Salesforce manually using Salesforce's data import tools.
Salesforce Connected App Creation: The integration creates a Connected App within your Salesforce environment, used exclusively for lead and contact synchronization.
Data Access Limitations:
The Connected App has read and write access only to the following Salesforce objects:
Leads
Contacts
Note
Topic
Campaign
Administrative Access Required: The account you use to log in during the integration setup should be a Salesforce Administrator. This ensures that the integration has the necessary permissions to function correctly.
Monitoring Task History:
You can click on the "Task History" in your integration page under the Salesforce integration to monitor each task. This feature allows you to review the status of each lead transfer and identify any issues that may have occurred during synchronization.
Contact Support:
For any questions or concerns, please reach out to OVOU Support: support@ovou.com