Using Zapier to Transfer Unbounce Leads to Salesforce

Using Zapier as an intermediary between applications to transfer information. Here, specific instructions on transferring Salesforce Leads from Unbounce to Salesforce is provided.

Overview

Zapier can be used to transfer Unbounce leads to Salesforce.  An individual Zapier connection from Unbounce to Salesforce, a Zap, is required.

The instructions below can be used as a guide to transfer Unbounce leads into Salesforce.

IMPORTANT - If no leads have been collected for the Unbounce landing page that you will be transferring to Salesforce AFTER the Company hidden field has been added, you will need to add at least one lead so the Company hidden field is available on the Zap submission form you are about to create and connect from Unbounce to Salesforce.  To submit a lead, select the landing page link within Unbounce, under All Pages, then click on the landing page web address from within the Overview tab and input a test lead.

1) Logon to the Unbounce website -> https://unbounce.com/

2) Open another tab within your Internet browser and Logon to the Zapier website -> https://zapier.com/app/login

3) After logging on to both Unbounce and Zapier, from within your Unbounce account -> ensure that All Pages is selected on the top left hand side.

 

4) Locate and click on the desired landing page you want to transfer leads from Unbounce to Salesforce.

TIP If the landing page isn't easy to locate and you know the name of the landing page, type part of the landing page name into the Search Pages search box and select the Enter key on the keyboard.

 

5) Select the Integrations tab then Powered by Zapier tab below the Integrations tab.

 

6) A Zapier pop-up box will appear.  To the right of My Zaps on the top right, verify you are logged on -> click Authorize.

 

7) In the Search box, to the far right of the Powered by Zapier tab, type in Salesforce.

 

8) Select Salesforce under Available Zaps.

 

9) A New Form Submission in Unbounce dialog box will appear.  Give you Zap an appropriate name.

 

10) Under Choose Account then Unbounce Account, use the arrow to the right to select your Unbounce Account -> click Continue.

 

11) Under Customize form Submission, verify Client and Landing Page, Overlay Or Sticky Bar required fields are auto-filled.  Choose Continue.

 

12) Under Custom Form Submission and Find Data, choose Test Trigger to ensure your Zapier account is properly linked to Unbounce and that your submission form is setup correctly.

 

13) Zapier will confirm the connection to Unbounce and display the fields that are gathered within the Unbounce landing page.  Since the Company hidden field has been added to our Unbounce landing page, we need to use the submission form that includes our new hidden field.  Select the arrow to the right of Form Submission A and select Form Submission B.

IMPORTANT NOTE - If the Company hidden field was added to the landing page when it was originally created, you will not need to change the submission form, leave the default selected.

 

14) Verify the field Company is available within the form, as this field is required in Salesforce.  Choose Continue.

 

15) The Create Record in Salesforce step will present itself.  Keep the defaults and select Continue.

 

16) If you've never connected a Zap to your Salesforce account before, choose Add a new Account.  If you have a saved Salesforce account for Zapier, select the appropriate account.  For those with a saved account in Zapier that hasn't expired, skip ahead to step 17.

 

17) A pop-up box will appear and ask whether you want your Salesforce account to connect to a Production or Sandbox environment.  Select Production -> then click Yes, Continue.

 

18) Choose Allow to allow Zapier to authenticate and use your Salesforce account to pass information from Unbounce to Salesforce.

 

19) Your Salesforce account will be populated under Salesforce account -> click Continue.

 

20) Customize Record will display an object of your choosing and its associated fields in Salesforce.  Select the Leads object for the Salesforce Object then, from the available fields listed from the Leads object, select all fields from the landing page fields that you would like to see transferred into Salesforce by mapping them.  Click Continue when all desired fields have been mapped.

PLEASE NOTE - Salesforce requires Last Name and Company.  At a minimum, these two fields need to be included (mapped) in the Zapier Zap from Unbounce to Salesforce.  Below is an example of how to map the Last Name on the Salesforce Leads object to the Unbounce landing page lead Last Name.  Use this as a guide to map all relevant fields.

 

 

21) The Send Data step will expand to show the mapped fields and will allow you to test your mappings and connection.  If everything looks good with the field mappings, click Test & Continue.

 

 

                                         

 

22) If all goes well, you'll now see Test was Successful!  Select Turn On Zap to activate the transfer of leads from your landing page in Unbounce to Salesforce.

 

                                              

 

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