To integrate the Duda-SalesForce Connector with your existing Salesforce account, follow these steps:1. Log in to your Salesforce account.
2. Navigate to the AppExchange and search for the Duda-SalesForce Connector.
3. Download and install the connector application following on-screen instructions.
4. Once installed, go to Setup within Salesforce, find the “Installed Packages” section, and locate the Duda-SalesForce Connector package.
5. Click on “Configure” next to the package name to open its settings.
6. You will be prompted to enter your Duda API credentials; obtain these from your Duda account under Settings > API Access.
7. After entering your API keys, set up mapping fields between Duda and Salesforce as needed for your workflow.For a detailed guide or if you encounter any issues during installation or configuration, refer to our support documentation available on our website or contact our customer service team for personalized assistance.
The Duda-SalesForce Connector allows for the synchronization of various types of data between both platforms to enhance your sales and marketing efforts. This includes contact information, such as names, email addresses, and phone numbers; lead and customer activity tracking data; form submissions from your Duda site directly into SalesForce; e-commerce transactions details for better sales tracking; custom fields that you have set up in either system for more personalized interactions; and appointment booking information to streamline scheduling processes. This seamless integration ensures that your team has access to the most up-to-date information across both platforms, facilitating better communication with leads and customers.
Yes, you can customize the fields that are mapped between Duda and Salesforce using the connector. To do this, navigate to the integration settings within your Duda account. There, you will find options for managing field mappings. You can add or remove mappings according to your business requirements. If needed, detailed instructions and additional help resources are available in our support section or by contacting our customer service team directly for step-by-step guidance.