Legacy Salesforce Integration: Syncing Your Contacts

HiHello offers our Salesforce integration to all HiHello Business and HiHello Enterprise subscriptions, allowing you to add your HiHello contacts to your Salesforce Customer Relationship Management (CRM) system.

• New Salesforce Integration VS Legacy Salesforce Integration
• Enabling the Salesforce Integration
• Frequently Asked Questions

New Salesforce Integration VS Legacy Salesforce Integration

If you are currently using the legacy Salesforce integration and are curious about switching to the new integration, you can review the differences between the two integrations in the table below:

*If the email address on a synced HiHello card matches an email address in your Salesforce account, that team member will become the owner of the Lead or Contact. If there is no email address on the selected HiHello card or if the email address does not have a match in your Salesforce account, then the Contact or Lead owner will be the person who initiated the sync between Salesforce and HiHello.

Please note that once you switch from the legacy Salesforce integration to the new Salesforce integration, it is not possible to switch back.

Enabling the Salesforce Integration

To sync your HiHello account with Salesforce using our native integration:

• Log into the HiHello Web App
• Select your admin profile using the drop-down menu in the upper right corner
• Click the gear icon on the left side of the screen to go to the Settings page:

• Navigate to the Integrations tab and click Connect next to the Salesforce integration:

• Log into your Salesforce account:

• On the following screen, click Allow to give HiHello access to sync with your Salesforce account:

Once you grant HiHello access, you'll be able to manage the integration in your HiHello account on the Integrations tab of your Settings page.

• Use the toggles in HiHello to select which contacts you would like to export to your Salesforce Account and whether they should be added to Salesforce as Leads or Contacts:

Contacts in HiHello are associated with specific business cards. For example, clicking the toggle for the Lee card in the image above will sync all of the contacts that are associated with the Lee digital business card.

Below the table that lists your cards, you can select if you would like new cards to automatically sync with Salesforce.

If you no longer wish to sync your HiHello contacts with Salesforce, you can click Disconnect at the bottom of the page. After you stop the sync with your Salesforce account, your HiHello contacts will no longer automatically sync to your Salesforce account, however, any previously synced contacts in Salesforce will not be removed.

Please note that if your Salesforce account has required fields, it can affect your integration with HiHello. For example, if your Salesforce account requires every contact to have the field “company name” but a contact that you are importing from HiHello does not have that specific field, the HiHello contact will not sync with Salesforce.

Frequently Asked Questions

• What information will be synced from my HiHello account to my Salesforce account?
  • For individuals who are added to your Salesforce account as Contacts, the following fields can sync:
    • Birthdate
    • Department
    • Email
    • Fax
    • First Name
    • Home Phone
    • Last Name
    • Mailing City
    • Mailing State
    • Mailing Street
    • Mailing Postal Code
    • Mobile Phone
    • Other City
    • Other State
    • Phone
    • Salutation
    • Title
    
    And the following information will be synced for individuals who are added as Leads:
    
    • City
    • Company
    • Email
    • Fax
    • First Name
    • Last Name
    • Mobile Phone
    • Phone
    • Postal Code
    • Salutation
    • State
    • Street
    • Title
    • Website
      
      

• When my HiHello contacts are sent to Salesforce, who will they be assigned to?
  • If the email address on a synced HiHello card matches an email address in your Salesforce account, that team member will become the owner of the Lead or Contact. If there is no email address on the selected HiHello card or if the email address does not have a match in your Salesforce account, then the Contact or Lead owner will be the person who initiated the sync between Salesforce and HiHello.
    
    
• Which of my contacts will sync from HiHello to Salesforce?
  • After syncing with Salesforce, the HiHello contacts associated with your selected cards will be added to your Salesforce account. Any future contacts added to your HiHello account will be immediately synced with your Salesforce account.
    
    
• How often will my HiHello contacts sync with Salesforce?
  • Your contacts will sync instantly after you add a new contact to HiHello. If you do not see your new HiHello contact in your Salesforce account, please try refreshing your screen to update your account.