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

Written by Thu Nguyen
Updated over a week ago

Creating a Custom Report Type in Salesforce

Written by Nicholas Koh
Updated over a week ago

Saleswhale Integration with Salesforce Overview

Written by Nicholas Koh
Updated over a week ago

Limitations of the Salesforce Integration

Written by Nicholas Koh
Updated over a week ago

Salesforce User Permissions Required

Written by Beaurhys Tan
Updated over a week ago

Adding required Saleswhale Custom Fields to Salesforce

Written by Beaurhys Tan
Updated over a week ago

Connecting Salesforce to Saleswhale via OAuth

Written by Beaurhys Tan
Updated over a week ago

Enabling Salesforce Auto-Enrollment

Written by Beaurhys Tan
Updated over a week ago

Salesforce import and enrollment error - what's next?

Written by Beaurhys Tan
Updated over a week ago

Using Salesforce Fields as Merge Tags

Written by Beaurhys Tan
Updated over a week ago

What are Field Mappings?

Mapping data between Salesforce and Saleswhale

Written by Beaurhys Tan
Updated over a week ago

Syncing Do Not Contact records between Salesforce and Saleswhale

Written by Beaurhys Tan
Updated over a week ago

Adding Leads from Salesforce Campaigns to Saleswhale

Written by Beaurhys Tan
Updated over a week ago

Salesforce integration log overview

Written by Beaurhys Tan
Updated over a week ago

Salesforce integration log errors

Written by Beaurhys Tan
Updated over a week ago

View Saleswhale Data in Salesforce

Written by Sam Liu
Updated over a week ago

Zapier and Saleswhale

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

Overview of API

Written by Beaurhys Tan
Updated over a week ago

API Documents

Written by Beaurhys Tan
Updated over a week ago