Salesforce Integration
Connect WarmySender to Salesforce to sync campaign activity and create leads automatically.
What This Integration Does:
- Create Salesforce Leads or Contacts when prospects reply to your campaigns.
- Log email opens, clicks, and replies as Activities on the Lead/Contact record.
- Update Lead Status when emails bounce or prospects unsubscribe.
- Create Opportunities when high-intent actions are detected (e.g., link clicks, replies).
Setup Option 1: Direct Webhook
Step 1: Create a middleware endpoint
Build a handler (AWS Lambda, Heroku, etc.) that translates WarmySender webhook events into Salesforce API calls.
Step 2: Configure the webhook
• Go to Settings > Webhooks > Create Webhook.
• Enter your middleware endpoint URL.
• Subscribe to: reply.received, email.opened, email.clicked, email.bounced, email.unsubscribed.
Step 3: Map events to Salesforce objects
• reply.received → Upsert Lead (match by email), create Task ('Follow up — prospect replied'), update Lead Status to 'Contacted'
• email.opened → Create Activity (Subject: 'Email Opened — [Campaign Name]')
• email.clicked → Create Activity with the clicked URL, update Lead Score
• email.bounced → Update Lead Status to 'Bad Email'
• email.unsubscribed → Update Lead Status to 'Unsubscribed', set Email Opt Out = true
Step 4: Salesforce authentication
Use Salesforce Connected App with OAuth 2.0 (JWT Bearer flow for server-to-server). Store your Salesforce access token securely.
Setup Option 2: Via Zapier or Make
See the Zapier or Make integration guides for a no-code approach.
Salesforce API Endpoints:
- Create Lead: POST /services/data/v59.0/sobjects/Lead
- Create Task: POST /services/data/v59.0/sobjects/Task
- Upsert by external ID: PATCH /services/data/v59.0/sobjects/Lead/Email__c/{email}
Best Practices:
- Use External ID fields (email) for upsert to avoid duplicate records.
- Create a custom Salesforce field 'WarmySender_Campaign_ID' for attribution.
- Use Salesforce Process Builder or Flow to auto-assign leads to the right rep based on territory.
- Log all WarmySender events as Activities for a complete timeline view.