Saleswhale Integrations & API

Here is how Saleswhale works in tandem with your marketing and sales platforms to automate your workflow.

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22 articles in this collection
Written by Thu Nguyen, Kyle Wu, Sam Liu and 2 others
Salesforce and Saleswhale

Resolving Salesforce configuration errors

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Written by Kyle Wu
Updated yesterday

How Saleswhale sends lead owner to Salesforce

Assignment of lead owners between Salesforce and Saleswhale
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Written by Thu Nguyen
Updated yesterday

Mapping Lead Owner field in Saleswhale to Salesforce

Assignment of Salesforce lead owners to Saleswhale leads
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Written by Thu Nguyen
Updated yesterday

Automate lead import & enrollment with Salesforce

Automatically enroll Salesforce leads to Saleswhale and re-engage leads with campaign orchestration
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Written by Thu Nguyen
Updated yesterday

Creating a Custom Report Type in Salesforce

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Written by James Keys
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Saleswhale Integration with Salesforce Overview

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Written by Sam Liu
Updated yesterday

Limitations of the Salesforce Integration

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Written by James Keys
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Salesforce User Permissions Required

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Written by Shivika Arora
Updated yesterday

Install Salesforce packages in Saleswhale

Adding custom fields to Salesforce for data sync from Saleswhale
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Written by Shivika Arora
Updated yesterday

Connecting Salesforce to Saleswhale via OAuth

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Written by Shivika Arora
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Enabling Salesforce Auto-Enrollment

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Written by Shivika Arora
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Salesforce import and enrollment error - what's next?

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Written by Shivika Arora
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Using Salesforce Fields as Merge Tags

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Written by Shivika Arora
Updated yesterday

Map Saleswhale lead fields to Salesforce fields

The Salesforce integration lets your marketing and sales team to import and enrol leads automatically to Saleswhale.
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Written by Shivika Arora
Updated yesterday

Syncing Do Not Contact records between Salesforce and Saleswhale

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Written by Shivika Arora
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Salesforce integration log overview

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Written by Shivika Arora
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Salesforce integration log errors

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Written by Shivika Arora
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Syncing Saleswhale Data back to Salesforce

Keep your leads and contacts up to date with Saleswhale campaign data
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Written by Sam Liu
Updated yesterday