Create Your Salesforce Integration

If you want to have all captures automatically sent to Salesforce, you'll need to take the following steps to setup the initial integration

  1. Log in to your Back Office
  2. Click Manage account at the top right
  3. Click "My Integrations"

  4. Click on "Setup a New Integration"

  5. Name the Integration Account and select "Salesforce Advanced" in the "Select Your Integration/Service Provider" and click "Submit and Continue"**

  6. On the Salesforce website login with your username and password

  7. After clicking Log In you will be returned to the iCapture Back Office

Now that the integration has been created, you must now set your list assignment and map your data in order for your data to been sent to your email marketing, CRM or Marketing Automation Platform.

** iCapture has a updated Salesforce integration called "Salesforce Advanced". You will still see the "Salesforce (legacy)" option but do not use it unless otherwise instructed.