Overview

This integration connects your Salesforce CRM with Everflow, allowing you to synchronize lead statuses and opportunity stages between both platforms.

By mapping Salesforce lead statuses to Everflow Conversions or Events, you maintain consistent reporting across your marketing and sales systems.

Integration Methods

You can integrate Salesforce with Everflow using two methods:

1. Email Address Attribution: Matches Salesforce leads with Everflow events using email addresses
2. Lead Source ID: Functions similarly to Everflow's Transaction ID, providing direct linking between platforms

Setting Up Lead Status Tracking

Method 1: Implementing on Existing Forms

Method 2: Creating a New Web-to-Lead Form

Configuring Lead Status in Everflow

Setting Up Opportunity Stage Tracking

Opportunity stages track where opportunities are in your sales process (e.g., Prospecting, Pledged, Closed/Won).

Requirements:

• A primary contact must be assigned to each opportunity
• The contact must have a valid email address
• Everflow must have already tracked a valid lead with that email address

Configuration Steps