‘May the Force be with You’: How to Connect Salesforce to the NetLine Portal

How to connect Salesforce to NetLine Portal

Salesforce is a one of the most utilized connection types for users of the NetLine Portal – surely, these users have come to understand the Jedi-levels of data and sales optimization it delivers. So have we!

That’s why we wanted to show how easy it is to connect NetLine campaigns to Salesforce. If you have developed campaigns in the NetLine Portal for your brand or on behalf of a client, it’s a breeze to connect fulfillment of leads to Salesforce. Much like the process for the numerous other 3rd party connectors the Portal accommodates, Salesforce connections can be summed up in a few simple steps.

Check out this quick video to learn how to step up a Salesforce connector in the NetLine Portal:

Or, scroll through a summary of the steps:

1. Create a form in Salesforce using a lookup of ‘Web-to-lead’ – yes, those hyphens matter! Here’s a screenshot of the Salesforce Setup:

Screenshot-SFDC Form Generator for Demo of Connecting to NetLine Portal

2. Customize your form and generate the HTML. Copy and paste the values into Word so you can reference throughout the setup in your Portal account.

How to create a form in Salesforce

You can un-check SPAM filter box because your NetLine form filters will take care of that for you.

3. Now, a copy and paste-a-palooza! Stuff you’ll copy and paste: URL, field values and constant values from the HTML of your Salesforce form. 

Customizing fields in NetLine Portal to match a Salesforce form

4. Send a test and release the connection. 

Sending test contacts from NetLine Portal to Salesforce4 steps in 4 minutes – it’s that simple to start feeding your lead data directly into Salesforce or virtually any CRM to begin a marketing automation or lead nurture track. With a real-time connection to Salesforce, marketers can optimize pipeline management and capitalize on leads without skipping a beat (the force is with your sales team!)

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