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Overview
Integrating Salesforce with Wingify enables you to import valuable Account, Contact, and Lead data directly from your Salesforce CRM into Wingify’s Data Studio. This integration is crucial for Account-Based Marketing (ABM), as it enables you to utilize your rich Salesforce data to precisely segment visitors and deliver personalized web experiences within Wingify campaigns.
To use your Salesforce data in Wingify, you need to authenticate your Salesforce account, select the data objects you wish to sync, such as Accounts, Contacts, and Leads, map the relevant Salesforce fields to Wingify attributes, and then initiate the data synchronization.
Prerequisites
To integrate Salesforce CRM with Wingify, you must have:
- An active Salesforce account.
- Data Studio Add-on enabled in your Wingify account.
- Administrator access within Salesforce to authenticate and grant access to data objects (Accounts, Contacts, and Leads).
- Salesforce integration enabled in Wingify. For more information, see Integrate Wingify with Salesforce.
Configure the Salesforce Integration for Personalization
To enable the use of Salesforce data for personalization:
- Log in to your Wingify account.
- From the left navigation panel, navigate to Configurations > Integrations.
- Search for the Salesforce tile and click Create Connection.
- Select ABM - Import CRM data from Salesforce.
- Enter a name in the Connection Name field.
- Click Connect Wingify with Salesforce to authenticate your Salesforce account.
- Click Create Connection.
After enabling the use of Salesforce data for personalization, you must select the data objects to import and map your Salesforce fields to the attributes in Wingify.
Field Mapping and Data Synchronization
Under the Config tab, select the data objects you want to synchronize. Wingify supports importing three Salesforce data objects: Accounts, Contacts, and Leads.
You must map the appropriate Salesforce fields to Wingify attributes for every object.
Here's how to map your data:
- Click Map fields corresponding to the data object, such as Accounts.
- The Map account fields view displays a table with Wingify field names on the left and Salesforce fields on the right.
- Wingify provides standard fields, such as Account Domain and Company Industry, for which Salesforce fields are typically auto-mapped.
- Select the Salesforce field from the dropdown list that corresponds to the Wingify field.
- To add custom fields for targeting or personalization, select Add more fields and map them accordingly.
- Once all necessary fields are mapped, click Save and sync.
Similarly, for Contacts and Leads, map your attributes and select the corresponding Sync Now checkboxes to start synchronizing data between Salesforce and Wingify.
Note:
- Once you map and sync the data for the first time, Data Studio may take a few minutes to display the data. The total time required for complete data synchronization depends on the volume of data in the Salesforce account, which may result in a longer duration
- After you map and sync the data for the first time, it is automatically synced every 24 hours from the initial sync to fetch updated contacts or leads.
- Wingify maps both Contacts (individual contact records) and Leads (lead records) into a single unified table called Contacts in Data Studio.
- Changing the field mapping (adding, removing, or modifying fields) forces a complete re-sync of all data for that object to maintain data integrity.
Once your Salesforce data is successfully imported and mapped, you can utilize its attributes to create custom segments for account-based marketing. This allows you to deliver personalized experiences specifically tailored to your target audience.
Steps to Verify Successful Salesforce Integration
To verify the integration and successful data transfer in Wingify Data Studio:
- From the navigation panel on the left, navigate to Data360 > Data Studio.
- Verify accounts and contacts data:
- Select the Accounts tab to view your synced Salesforce company data.
- Select the Contacts tab to view your synced Salesforce individual and lead data.
- Look for the Salesforce icon in the Data Studio columns to confirm the data is correctly attributed to the source.
- Ensure the synced record count is accurate and matches the data quantity you expect to see in Wingify.
Troubleshooting
| Issue | Possible Cause | Recommended Solution |
|---|---|---|
| Salesforce data is missing from Data Studio. | The initial sync failed or was not completed. | Click Sync Now to restart the data transfer process. Verify your Salesforce integration authentication is still active. |
| The Lead data is missing. | Salesforce Leads and Contacts are combined in the Wingify Contacts view. | Check the Contacts tab in Data Studio. Salesforce Leads data must appear there. |
| Data fields are missing or incorrect. | Data fields were not correctly mapped during the mapping process. | Click Remap Fields for the relevant object and confirm that each desired Salesforce column is mapped correctly to a Wingify attribute name. |
FAQs
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Does the Wingify integration interact with Salesforce Sales Cloud or Marketing Cloud?
The Wingify integration is designed to import core Account, Contact, and Lead object data typically managed within the Sales Cloud environment for use in personalization campaigns.
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What happens if a Lead converts to a Contact in Salesforce?
Wingify will recognize the updated status during the next data synchronization. The data will remain available in the Contacts view of Data Studio for continued targeting based on their email or derived account properties.
Need more help?
For further assistance or more information, contact Wingify Support.