🎓SalesForce CRM

SaaSMonk has a bi-directional Salesforce sync to make sure that Salesforce stays as your source of truth.

Integrating Salesforce with SaaSMonk

To create the Salesforce CRM integration, you need to be a Salesforce Administrator. As connected apps receive tokens on behalf of the client after authorization.

Our approach to making sure that this integration is successful is iterative. We recommend you start with reads, and consult with our support team on enabling specific writes since the needs for these vary vastly from company to company.

Reading data from Salesforce to SaaSMonk

SaaSMonk reads customer CRM data in order to populate additional fields within our platform with relevant CRM information. It also enables our customers to:

• Create segmenting based off of CRM data - needed in scenarios where you want your reps to be notified when an account that they own comes to your website

• Filter out your current customers in so that you're only messaging true prospects.

• See the data surfaced in all the relevant places - Slack, in the visitor and company detail pages, and so on.

We currently show the following CRM fields inside SaaSMonk dashboards and Slack notifications:

• Account

  • Name

  • Website

  • # of contacts

  • Owner

• Contact / Lead

  • Name

  • Email

  • Owner

• Opportunity

  • Amount

  • Close date

  • Deal pipeline

  • Deal stage

  • Last activity

  • Owner

Writing data from SaaSMonk to Salesforce

When SaaSMonk identifies a company or an individual visiting your website, we will add that company as a Account record in Salesforce and add that individual as a Lead record in Salesforce.

Please note that writes need to be enabled in consultation with our Support team - we'll make sure that only the right fields and contacts/companies are getting mapped to Salesforce.

In addition to adding a Company record and/or a Lead record to Salesforce, SaaSMonk also writes over a set of custom SaaSMonk fields. These essentially serve as a way to get all of SaaSMonk's valuable website traffic data into your CRM automatically.

We distinguish duplicate records by checking domains for companies and emails for individuals.

If we identify a duplicate, we will not create a new Company or Lead record, and instead write over the data from the custom fields to the Company and Contact (or Lead) records.

Company

SaaSMonk adds these fields to the Account object:

1. SaaSMonk Created

   1. True if this account didn’t exist in your CRM before and SaaSMonk created this account

2. SaaSMonk: Company

   1. URL Link to the account page in SaaSMonk, e.g. https://app.saasmonk.ai/account/XXXX

Contact

SaaSMonk adds these custom fields to the Contact/Lead object:

1. SaaSMonk Created

   1. True if this lead didn’t exist in your CRM before and SaaSMonk created this lead

2. SaaSMonk Contact

   1. URL Link to the visitor page in SaaSMonk, e.g. https://app.saasmonk.ai/contact/details/XXXX
3. SaaSMonk Last Seen

   1. Date this visitor was last seen on your website

4. SaaSMonk Total sessions

   1. Total number of sessions from all devices of this visitor. A new session is started when a visitor comes to your site, and ends when the visitor closes the tab or if they become inactive and stop scrolling/moving/clicking anything on your site for over 30m.

      1. E.g. visitor goes to your site, scrolls around, closes tab. 4 hours later, visitor A goes to your site again and clicks around. That’s 2 sessions.

5. SaaSMonk UTM Campaign

   1. Last utm_campaign value

6. SaaSMonk UTM Content

   1. Last utm_content value

7. SaaSMonk UTM Medium

   1. Last utm_medium value

8. SaaSMonk UTM Source

   1. Last utm_source value

We also add in the following in the Activity timeline for the contact/lead:

1. Meetings booked by the contact

We also add in the following in the Notes for the contact/lead:

1. Chats initiated by the contact

Salesforce integration FAQs

Question: If a match isn't found in Salesforce, what records are created and what are the default values?(Owner, Status, etc.)

Answer:

Creating a Company:

• Company Name

• Company Owner

  • Assigned to the Salesforce user who did the Salesforce integration in SaaSMonk

• Website

• All the SaaSMonk fields mentioned above

Creating a Lead

• Name

• Email

• Lead Owner

  • By default leads are assigned to the Salesforce user who did the Salesforce integration in SaaSMonk (can be changed to a different Salesforce user on request)

• All the SaaSMonk fields mentioned above

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Question: What's the methodology SaaSMonk uses to identify whether a Contact(or Lead)/Company already exists in Salesforce?

Answer: We look at the unique identifiers for companies and individuals. These are the domains of the companies and the emails/phone numbers of the people. Note that for companies we match based on just domain of the website field (we strip any “http://www.” and any URL paths)

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Question: Will SaaSMonk edit any of our CRM fields?

Answer: We overwrite the first name and last name with the values provided by a user with an existing contact/lead. Email and phone number changes are also synced to Salesforce . We also edit the custom SaaSMonk fields.

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Question: If SaaSMonk identifies the account or the contact to be a duplicate, will it still write over the SaaSMonk data to the custom fields of the Company record and/or the Contact record?

Answer: Yes. If we identify the company or the individual that has visited your website to already be in your Salesforce (as a Contact/Lead), we will not create a new Company record or Lead record. However, we will still write over all of the data into the SaaSMonk custom fields for those existing Company records and/or Contact/Lead records. Note, for individuals, we go through contacts first and then leads to determine duplicates.

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Question: At a high level, how can I easily find whether a Company or Lead record was created by SaaSMonk?

Answer: You’ll see "SaaSMonk Created” is “True” if we created the Company or Lead record (for Leads , the LeadSource will be set to Saasmonk by default).

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Question: Is there an option to create customer field mappings for records created by SaaSMonk?

Answer: This requires a custom integration - please contact our support, we'd be happy to make this happen for you!