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Salesforce Integration

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The integration allows information from Proxyclick to be transferred to Salesforce automatically.

Concretely, every time a contact or lead checks in on Proxyclick, the visit info will be displayed in Salesforce as an event. As a result, you have a better picture of your contacts and leads, leading to better decision-making.

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For the information to be displayed:

  • The contact or lead must already exist in Salesforce.
  • The email must be provided in Proxyclick (as we match the visitor and the lead/contact using the email).

Prerequisites

  • Admin access to Salesforce AND Proxyclick.
  • A Salesforce edition with API access. If you’re not sure, then check out this Salesforce article.
  • The addition of the Salesforce add-on to your subscription for each location. Please note, adding Salesforce to your subscription will incur additional charges.

Set up the Salesforce Integration

  1. Log into Proxyclick Dashboard with admin credentials and go to Account & Settings > Salesforce.
  2. Click the Connect button.

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  1. This will lead you to the Salesforce login page. Please log in with your admin credentials.

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Your integration is set up!

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