Salesforce

How Spara integrates with Salesforce.

Spara support bidirectional data syncs with your Hubspot.

For sending data to Salesforce, Spara supports:

• Writing to Lead objects, Contact objects, or both

• Writing entire conversation histories

• Writing structured data, ex. the answer a lead gives to a specific question

Syncing data from Salesforce to Spara streamlines your buyer's sales process by:

• Spara never reasks a question

• Spara's behavior can react to each lead based on where they are in your sales funnel

• Syncs can be triggered at any point in the conversation

Authentication

You must be a Manager-level user to manage third party integrations. You will likely want the individual who manages your Salesforce deployment to complete these instructions.

Click the "Organization Settings" link in the left hand navigation bar. Then click the "Integrations" tab.

Click "Authorize" within the Salesforce module. This will lead you through a Salesforce authentication flow. There are no further steps necessary upon completing this flow. You should see that Salesforce is "Enabled" within Spara's Integrations page.

Click "Authorize" to integrate your Salesforce with Spara.

Data Syncing

Spara will automatically sync all conversation data to matching Lead objects in Salesforce. This includes the full conversation history.

Spara matches data based on supplied Query Parameters. After the completion of a conversation, Spara will first attempt to match its salesforce_lead_id query parameter to the UUID of a Salesforce Lead. If unsuccessful, Spara will then attempt to match its lead_email query parameter to a Salesforce Lead object with an identical email property.

By default, this conversation data is appended to the default Lead.description field. Contact your customer support representative to sync Spara data to a different Salesforce object or field.