Salesforce Lead Delivery (Salesforce Integration) Follow

Salesforce Lead Delivery keeps your sales pipeline complete and up to date — every lead lands in Salesforce automatically with no manual exports or delays.

Overview

Salesforce Lead Delivery sends processed leads directly to your Salesforce instance using Salesforce's Create Record API with the Lead Object.

• Delivers leads to Salesforce as soon as they are processed.
• Supports creating new lead records and updating existing ones.
• Supports routing leads directly to a Salesforce campaign.

The result is a complete, up-to-date Salesforce pipeline — every lead captured in Convertr lands in Salesforce automatically, ready for your sales team to act on.

Prerequisites

To set up Salesforce Lead Delivery, you'll need the following:

• An External Client App created in your Salesforce instance with Manage user data via APIs (api) scope selected and Client Credentials Flow enabled. Follow External Client Apps Salesforce documentation to do this.
• Salesforce API URL — the base URL of your Salesforce instance (e.g. https://<your Salesforce organisation name>.my.salesforce.com/services/oauth2/token)
• Client ID and Client Secret — available in your External Client App settings once created.

Please note:

• Manage user data via APIs (api) scope and Client Credentials Flow are required for the integration to work.
• If you are using a Salesforce Connected App, you'll need to migrate to External Client Apps. Salesforce is phasing out Connected Apps in favour of External Client Apps. As of Spring '26, new Connected Apps can no longer be created by default — and Salesforce has signalled that full deprecation will follow. See Salesforce's Connected App to External Client App Migration guide for instructions.

Setup Process

To enable Salesforce Lead Delivery, you will need to configure a Salesforce Integration Processr job in your campaign:

1. Go to Processr → Integration.
2. Click Add.
3. From the drop-down, choose Salesforce Integration.
   
4. In the Update If Exists dropdown, select Yes to update existing Salesforce records when a match is found, or No to create new records only.
   
   
5. In the API section, enter your Salesforce credentials as outlined in the Prerequisites section:
   
   • Client ID
   • Client Secret
   • API URL
6. In the Field Mapping section, map your Salesforce REST API field names to their corresponding Convertr field names.
   Enter the Salesforce field name in the left column and the matching Convertr field name in the right column.
   
7. If you need to route leads to a Salesforce campaign, add a SalesforceCampaignId row to the Field Mapping section — enter a hardcoded campaign ID to route all leads to a single campaign, or pass different campaign IDs from your form capture to route leads into multiple campaigns.
   
8. Click Save to complete configuration.

That's it — leads will start flowing into Salesforce automatically as they are processed through your campaign.