Map Heyflow fields to Salesforce fields to easily send information from your heyflow to your CRM and track incoming responses as Leads in Salesforce.
Follow up on new leads quickly and manage your sales pipeline more efficiently.
Important to note
❗ All data that you want to map needs to have a System Label set:
Unmapped data will not be transferred, so make sure you map all relevant fields that you need in Salesforce.
❗ The information from your heyflow will overwrite existing Salesforce data (in case a Lead already exists).
🔎 Currently, it’s not possible to map a Date Picker block to a Salesforce Date field, though these can be mapped to Salesforce text fields.
Setup
Within your heyflow, go to “Integrate” and then to the tab “Response Handlers”
Click on “Connect to Salesforce”, a pop-up window will appear and ask you to provide your Salesforce credentials
In the Salesforce integration tab, select “Leads”
Choose a Heyflow field and then select its corresponding Salesforce counterpart
Please note: Depending on your Salesforce setup, there might be required fields that you need to map for the integration to work.
Repeat this process for all relevant fields and click on “Save changes” afterward.
And that’s it, you will now receive your responses as Leads in Salesforce!
Tracking URL Parameters
If you want to pass URL/UTM parameters from your flow to Salesforce, you need to set up a hidden input field to capture the data. Once set up, you can map these input fields to corresponding fields in your response handler of choice.
The UTM parameters will then be automatically passed along with each response—without your visitors noticing. 🚀
Troubleshooting
I receive an error when connecting my Salesforce account.
An error can have different reasons. First, please check if the REST API is enabled for your organization. Turn it on and try again!
I only see one upload link, but a user can upload multiple files
Currently, it's not possible to send multiple upload file URLs to Salesforce. Alternatively, when working with multiples files, please also use multiple blocks.