This article will show you everything you need to know to integrate Wiza with Salesforce.
In this article:
Connecting your Salesforce Account
1. Click Integrate.
2. Click Connect now under Salesforce.
3. Log in to Salesforce.
Click Setup to customize how your Wiza data is imported into your Salesforce account.
Doing so will take you to the window below:
Contacts saved on Wiza sync to Salesforce as either Leads or Contacts.
To change an existing field mapping, simply select the field you’d like to change and choose an alternative.
To map a new field, select Add new mapping, and select the Wiza and Salesforce fields to map.
If there is a Wiza field that you would like to import but cannot find an applicable Salesforce field, please consult your Salesforce admin about creating a custom field.
Custom Field Mapping
You can create custom Wiza fields. Let's say that you have a SF Field called “Source” that you would like to populate with the field “from Wiza” for all of the contacts that you import from Wiza.
To do this:
At the bottom, click Map new field.
Select Custom from the Wiza Field dropdown.
Select the Salesforce field you would like to map to, in this case 'Lead Source'.
On the right, select 'Set' and enter “from Wiza”.
Select Save changes.
Now, every contact that you import from Wiza will include the value “from Wiza” within your SF Lead Source field. This makes filtering your existing SF database for contacts created by Wiza very easy.
Syncing your data
To sync your list:
To sync contacts from a list: Go to Lists and select an option from the dropdown menu at the bottom of a list.
'Valid' includes emails that have been verified for deliverability. These emails are 97% deliverable.
'Risky' = emails that Wiza couldn’t verify for deliverability. These are always free and do not use email credits.
To learn more about valid and risky emails, click here.
If you would like to only sync a select few people, click on your list to open the contact's browser. Then select the Sync option next to each contact.
Under settings, you can set your Salesforce field mappings as the default for all users on your Team.
You can also set the Primary object type for your Salesforce integration. This is the main object type defining every prospect as they sync to or from Salesforce, either Leads or Contacts (with Accounts).
Primary Sync Method:
If you have connected multiple tools to your Wiza account, but you want to sync your contacts to Salesforce, you must select Salesforce as the Primary sync method.
To do so, click Integrate at the top of your dashboard. Then select the Primary toggle switch under Salesforce.
Now you will see the Salesforce icon whenever you sync.