Overview

Autobound will suggest email campaigns to the contacts you import from Salesforce. Data on contacts, leads, accounts, opportunities, tasks, and events will also flow into Autobound. This data is synced dynamically, so if you add a new contact to Salesforce, that contact might be suggested within Autobound moments later (more on how the suggestion engine works below).

Intended Audience:

  • Autobound members (basic import)

  • Autobound admins (advanced import, e.g. custom fields, teams)

Jump to article section:
- Basic contact/lead import
- Chrome Extension functionality with Salesforce
- Importing custom fields
- Creating teams
- Writing data to Salesforce
- Bad Salesforce Hygiene

For those users not leveraging Salesforce (or who are still waiting for internal approval), contacts can also be imported via CSV.

Basic setup

Basic contact import/sync process

  1. Go to Settings → Integrations

  2. Click Connect next to the Salesforce icon

  3. Select whether you’d like to import Contacts, Leads, or both. You can choose the field that specifies ownership (usually “Owner ID”). For Leads, you can choose the picklist values of “Lead status” to import.

  4. Click Sync. You should see a message confirming the import started. The sync usually takes 10-20 minutes to complete.

  5. Once complete, users should see a list of contacts on the Persona or Contact Suggestion Rules pages (example below).

Advanced Setup

Custom field mapping & teams

Custom field mapping

Autobound’s custom field mapping feature for Salesforce empowers sellers to convert fragmented, inactionable data into high-converting, personalized messaging.

Any field (on certain objects) can be added in from Salesforce, which enables users (with relevant permissions) to create insights, suppression filters, and more.

  1. Go to Settings → CRM configuration

  2. Click on the object you want to import fields for (we currently support Contact, Lead, Account, Opportunity, Task and Event)

  3. Click the plus (+) button on the top right of the screen to bring in a new Salesforce field

  4. Search for the Salesforce field from the dropdown picklist

  5. Select the Salesforce field you’d like to import

  6. Give the new field a name that'll be used within Autobound (we often recommend keeping the same name as the field in Salesforce). We'll automatically associate the field type (number, text, date, etc.) from its Salesforce value.

  7. Add additional fields as relevant, then click save (top right of screen)

  8. IMPORTANT: You'll need to then navigate back to Integrations, click Import contacts next to the Salesforce icon. Soon, this step won't be needed. Re-importing has to be done for EACH USER in the org, but the field mapping only has to be done in one account.

Best practices: how to think through which Custom Fields to import from SFDC

  • Import fields that you’d like to use within your suppression filters, to ensure contacts are being suggested the right way (e.g. filtering out contacts that opted out, or are current customers)

  • Import fields that, when populated with a certain value, enables sellers to further personalize their message. Examples include:

    • The closed-lost reason of a previous opportunity

    • Intent data fields on the account/contact level

    • Previous marketing events a prospect attended

    • The type of Sendoso gift a prospect recently received

    • Conversation data input by Gong or Chorus

  • To optimize our campaign suggestion engine, users should aim to have 1,500+ contacts in their account. Because we’re listening for relevant 3rd party signals at the accounts you’re targeting, importing more contacts increases the quality of your suggested campaigns.

As you become an Autobound expert, we highly recommend continuing to import new fields from Salesforce. The more relevant data you pump into Salesforce (from Zoominfo, 6sense, Sendoso, Marketo, Hubspot, Outreach, Salesloft, Usergems, etc.) the better!

Teams

Go read this article for more information

Chrome Extension functionality within Salesforce

Autobound's Chrome Extension will responsively load insights and suggested content for a prospect, when that prospect’s record is pulled up in Salesforce.

This enables users to:

  1. Instantly surface insights on a prospect that might otherwise be missed, or take considerable time to find

  2. Easily send personalized emails to prospects

  3. Add prospects to an Outreach sequence or Salesloft Cadence

Writing data to Salesforce

Field updates are synced dynamically too (from Salesforce to Autobound). As of now, the only data Autobound will write to Salesforce are tasks (emails), when a campaign is sent from Autobound.

Bad Salesforce hygiene

We’re well aware that “Salesforce data is dirty.” You can set up advanced suppression filters (see below) to ensure only the right contacts are being suggested.

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