The 3 pillars we follow for SalesForce CRM integration are:

1) Get new leads from your SalesForce

2) Sync our conversations back to the lead profile in the SalesForce

3) Mute Structurely from the conversation within SalesForce

1) Get new leads from your SalesForce

Trigger leads based on any new SalesForce record (lead, contact, account, contact request, note, opportunity, etc (there are hundreds of these trigger options to choose from)

In this example, we'll use a new Contact as the trigger👇

structurely-salesforce-integration

Anytime a new contact is created, we can pull in their relevant data 👇

structurely-salesforce-sync

❗NOTE:

We can filter on all the available data from SalesForce. e.g. if we do not want to engage Contacts who do not have an email address (for example) we could simply filter those out at any point during this integration

2) Sync our conversations back to the lead profile in the SalesForce

Anytime Structurely sends out a message to a lead, or a lead replies we log that message as a note (or some other event, such as a custom even, or custom field)

In this example, we'll add each new message as a Note 👇

structurely-salesforce-conversation

Here, you can see the message from the lead "4 bed" was created as a note in SalesForce (above)

structurely-conversation

❗A new note will be created for every message to and from the lead ❗

3) Mute Structurely from the conversation within SalesForce

Trigger muting Structurely using any custom field value in SalesForce on any object (contact, account, opportunity, etc)

In this example, we've added a custom field, structurely_muted, on the Contact - which, when checked, will automatically mute Structurely👇

structurely salesforce automatic muting

You can see the lead is now muted in Structurely

structurely salesforce muting

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Everything here is uniquely customizable to your SalesForce instance.

Depending on other integrations, if you do want to communicate with the lead directly using the Structurely phone number, you may have to log in to Structurely to do that.

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