Saleswhale Integrations & API

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

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19 articles in this collection
Written by Thu Nguyen, Sam Liu, Beaurhys Tan and 1 other
Salesforce and Saleswhale

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 over a week ago

Creating a Custom Report Type in Salesforce

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Written by Nicholas Koh
Updated over a week ago

Saleswhale Integration with Salesforce Overview

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Written by Nicholas Koh
Updated over a week ago

Limitations of the Salesforce Integration

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Written by Nicholas Koh
Updated over a week ago

Salesforce User Permissions Required

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Written by Beaurhys Tan
Updated over a week ago

Adding required Saleswhale Custom Fields to Salesforce

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Written by Beaurhys Tan
Updated over a week ago

Connecting Salesforce to Saleswhale via OAuth

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Written by Beaurhys Tan
Updated over a week ago

Enabling Salesforce Auto-Enrollment

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Written by Beaurhys Tan
Updated over a week ago

Salesforce import and enrollment error - what's next?

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Written by Beaurhys Tan
Updated over a week ago

Using Salesforce Fields as Merge Tags

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Written by Beaurhys Tan
Updated over a week ago

What are Field Mappings?

Mapping data between Salesforce and Saleswhale
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Written by Beaurhys Tan
Updated over a week ago

Syncing Do Not Contact records between Salesforce and Saleswhale

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Written by Beaurhys Tan
Updated over a week ago

Adding Leads from Salesforce Campaigns to Saleswhale

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Written by Beaurhys Tan
Updated over a week ago

Salesforce integration log overview

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Written by Beaurhys Tan
Updated over a week ago

Salesforce integration log errors

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Written by Beaurhys Tan
Updated over a week ago

View Saleswhale Data in Salesforce

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Written by Sam Liu
Updated over a week ago