Salesforce

How Spara integrates with Salesforce.

Spara support bidirectional data syncs with your Salesforce instance. The Spara platform provides easy-to-use tools to manage field mapping.

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.

Navigate to your Integrations page. 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.

Field Mapping

Spara's Salesforce Integration page provides easy-to-use tools to map Spara data to Salesforce fields. This includes managing how Spara syncs to Salesforce Lead and/or Contact objects.

When creating a new field mapping, Spara automatically populates all available Spara data and Salesforce fields. Spara's entire conversation history with a given lead is the "Conversation" Spara field.