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

Written by Kyle Wu
Updated over a week ago

How Saleswhale sends lead owner to Salesforce

Assignment of lead owners between Salesforce and Saleswhale

Written by Thu Nguyen
Updated over a week ago

Mapping Lead Owner field in Saleswhale to Salesforce

Assignment of Salesforce lead owners to Saleswhale leads

Written by Thu Nguyen
Updated over a week ago

Automate lead import & enrollment with Salesforce

Automatically enroll Salesforce leads to Saleswhale and re-engage leads with campaign orchestration

Written by Thu Nguyen
Updated over a week ago

Creating a Custom Report Type in Salesforce

Written by James Keys
Updated over a week ago

Saleswhale Integration with Salesforce Overview

Written by Sam Liu
Updated over a week ago

Limitations of the Salesforce Integration

Written by James Keys
Updated over a week ago

Salesforce User Permissions Required

Written by Shivika Arora
Updated over a week ago

Install Salesforce packages in Saleswhale

Adding custom fields to Salesforce for data sync from Saleswhale

Written by Shivika Arora
Updated over a week ago

Connecting Salesforce to Saleswhale via OAuth

Written by Shivika Arora
Updated over a week ago

Enabling Salesforce Auto-Enrollment

Written by Shivika Arora
Updated over a week ago

Salesforce import and enrollment error - what's next?

Written by Shivika Arora
Updated over a week ago

Using Salesforce Fields as Merge Tags

Written by Shivika Arora
Updated over a week ago

Map Saleswhale lead fields to Salesforce fields

The Salesforce integration lets your marketing and sales team to import and enrol leads automatically to Saleswhale.

Written by Shivika Arora
Updated over a week ago

Syncing Do Not Contact records between Salesforce and Saleswhale

Written by Shivika Arora
Updated over a week ago

Salesforce integration log overview

Written by Shivika Arora
Updated over a week ago

Salesforce integration log errors

Written by Shivika Arora
Updated over a week ago

Syncing Saleswhale Data back to Salesforce

Keep your leads and contacts up to date with Saleswhale campaign data

Written by Sam Liu
Updated over a week ago

Zapier and Saleswhale

Send leads from Hubspot to Saleswhale

Automatically send your contacts from Hubspot to Saleswhale and conversations to HubSpot

Written by Thu Nguyen
Updated over a week ago

Connect Saleswhale to your Zapier account

How to Connect Saleswhale to Your Zapier Account

Written by Thu Nguyen
Updated over a week ago

Development platform and API

API Documents

Written by Shivika Arora
Updated over a week ago

Overview of API

Written by Sam Liu
Updated over a week ago