In this guide, you will learn how to automatically save contact data from Salesforce to MTARGET's Contact Book. This integration requires Zapier, so make sure you have a Zapier account.
Before starting, ensure you have existing contacts in your Salesforce account, as these will be used to test the integration.
Setting Up the Integration
Open your Zapier account, click 'My Apps', and search for mtarget.co in the search bar.
You will be prompted to enter an API Token. Open your MTARGET account, go to the Integration menu, and select Zapier. Copy the API Token that appears.
Paste the API Token into the field on Zapier and click 'Yes, Continue'.
To confirm the integration, click 'Test'. If 'Success' appears, the integration is successful.
In Zapier's 'My Apps' section, search for 'Salesforce'. You will be prompted to log in to your Salesforce account.
If you have successfully added Salesforce to your Zapier account, proceed to the next steps.
Set the Trigger
Go to the 'Zap' menu and click 'Create zap'.
Set a title for your zap.
In the search bar, select 'Salesforce'. Choose 'New Record' as the Trigger Event.
Select your Salesforce account.
In the 'Customize Record' step, choose 'Lead'.
Zapier will attempt to read one of the existing contacts in your Salesforce account. Ensure you have contacts in your Salesforce account and click 'Continue'.
Set the Action
Search for MTARGET in the search bar and click it.
Choose 'Save Contact' as the Action Event.
In the 'Customize Contact' step, match the fields with the required information such as Email, Firstname, and Label.
Note: Fill in the Label field with a name that you want to appear in the Contact Book.
A sample data that will be sent to the MTARGET Contact Book will be displayed. Click 'Test & Continue'.
Review the integration flow. If everything is correct, click 'Done Editing' and 'Turn on Zap' to activate the integration.
After setting up the integration, all new leads from your Salesforce account will automatically be saved in MTARGET's Contact Book.