When using one of the iCapture integrations there are 2 distinct steps that must be done.
- Step 1 - You must create your integration so iCapture can communicate with your email or CRM service. This step only needs to be done once in your iCapture account unless you delete it.
- Step 2 - You must then make the list assignment in each of the questionnaires that will be using the integration and map your data fields to ensure the data is sent over in the correct format.
Documentation is provided below for your specific integration.
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 Log in to your Back Office Click Manage account at the top right Click "My Integrations" ...
Sending Your Data to Your Salesforce Integration
In order for iCapture to communicate with Salesforce you must first create an integration. The integration allows iCapture to send the data over to your 3rd party tool behind the scenes without any user intervention. This step must be completed pr...
iCapture + Salesforce
Quickly authenticate your Salesforce account to your iCapture account and let the leads flow!
iCapture's advanced integration with Salesforce allows you to funnel your incoming leads into either the CONTACTS or LEADS object.
Common Salesforce errors
Errors with State field
Error: "There's a problem with this state, even though it may appear correct. Please select a state from the list of valid states.: State/Province" in your Salesforce integration error log. Errors that appe...