Integrating Salesforce for Exports
To enable the export of generated content from Autobound directly into your Salesforce account, your Salesforce integration must be properly set up. This is configured in the Settings > Integrations section of your Autobound account, which establishes the connection for seamless data flow.
Configuring Export Options for Salesforce
Once your Salesforce integration is active, you can set up export steps within your campaigns.
The general path to configure an export is either: Action tab (top right corner) > Export or Send > Export to Salesforce, or by navigating to Settings > Export or Send > Add/New Export/Send Options.
From there:
Select Account: You will select your connected Salesforce account.
Field Mappings: Define how Autobound content maps to Salesforce custom fields.
Submit: Finalize your export configuration.
Mapping Content to Salesforce Contact/Lead Objects via Custom Fields
A key aspect of exporting content to Salesforce is ensuring the generated content (e.g., personalized emails, LinkedIn messages, or specific insights) is pushed accurately to the corresponding contact or lead record. This is achieved through field mapping.
Pushing Content to Contact/Lead Object: Autobound facilitates pushing generated content directly to the relevant contact or lead object within Salesforce.
Custom Field Mapping: For this to work correctly, the generated content from Autobound needs to be mapped to a custom field on the Salesforce contact or lead object. This is crucial because Salesforce's standard fields might not be designed to store arbitrary generated content.
Template-Like Mapping: The process is similar to how an email template might pull in various data fields. You define which piece of Autobound-generated content (e.g., the personalized email body or a specific generated insight) should populate which specific custom field in Salesforce. This allows for a structured and organized record of your outreach directly on the contact's profile in Salesforce.
Automated Exports
Once configured, content can be automatically exported to Salesforce based on your campaign's workflow settings. This automation helps maintain up-to-date contact records with your outreach history in your CRM.