Please note that not all features are available on all Enterprise platforms.

I. Connecting Salesforce:

  1. Start by clicking the Integrations icon  on the left-side menu.

  2. On the Integrations page, click the + Connect button in the Salesforce box.

  3. If you’re not logged into Salesforce, you’ll be redirected to a login screen. Enter your Salesforce username and password.

  4. Click Log into Salesforce to proceed.

  5. Once your account is connected, you’ll receive a confirmation message.

Now that your Salesforce account is linked, you have a few options for syncing or importing contacts between your Salesforce campaigns and Snappy Kraken groups.

II. Automatic Sync and Import Options:

Automatic Nightly Sync (Two-way):

This syncs contacts between Snappy Kraken and Salesforce automatically every night at 12 AM Eastern Time. Any updates or new contacts in Snappy Kraken will reflect in Salesforce, and vice versa. If a group in Snappy Kraken is synced and doesn't exist as a campaign in Salesforce, Snappy Kraken will create a campaign with the same name.

Automatic Nightly Import (One-way):

This option imports and updates contacts in Snappy Kraken based on any changes made in Salesforce. If the Salesforce campaign doesn’t exist as a group in Snappy Kraken, a new group will be created automatically.

Send Leads to CRM:

When a new contact is added to Snappy Kraken via a form submission, they will automatically be added to Salesforce as a new "Lead" (if this feature is enabled).

III. Importing Salesforce Campaigns:

To import contacts from your Salesforce campaigns into Snappy Kraken, follow these steps:

  1. Go to Active Integrations, then Salesforce Account > Actions > Import.

  2. Select Import from CRM.

  3. Choose the tag groups you want to import.

  4. Click Continue and agree to the terms (if applicable) by clicking Finalize Import.

  5. A progress bar will appear. You can view the imported contacts and your import history.

  6. Once the import is complete, you’ll receive a notification within the app, even if you’ve navigated away from the import screen.

IV. Syncing Salesforce Campaigns:

If you’ve updated contacts, added new contacts, or created new groups in Snappy Kraken and want these changes reflected in Salesforce, follow these steps:

  1. Click the Integrations icon in the left menu to go to the All Integrations page.

  2. Enable Two-way Sync Features (Beta) by reading the alert and clicking I Understand.

  3. Go to Salesforce Account > Actions > Sync, click I Understand, and then choose whether to sync all contacts or specific groups.

  4. If you select Sync All Contacts, read and agree to the terms (if applicable), and click Finalize Sync.

  5. If you select Sync Groups, choose the groups to sync or select Sync All, then click Continue to Finalize Sync.

  6. A progress bar will appear while the sync is processing. You’ll receive a notification once the sync is complete, even if you’ve left the sync screen.

For further assistance, you can refer to additional articles from Salesforce or feel free to contact us—we’re here to help!