New Salesforce Integration: Syncing your Contacts

HiHello's powerful new Salesforce integration allows you to use custom field mapping when you sync your HiHello contacts to your Salesforce instance. 

• New Salesforce Integration VS Legacy Salesforce Integration
• Connecting HiHello to Salesforce
• Setting up a Contact Workflow
• Setting up a Leads Workflow

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.

Connecting HiHello to Salesforce

To set up the new Salesforce integration in your HiHello account:

• 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 new Salesforce integration:

• In the window that opens, you will see an overview tab and a configuration tab:
  • Overview tab - This tab includes information about the integration and instructions for setting it up.
  • Configuration tab - This tab is where you can connect to Salesforce and set up workflows.
• Click Connect again to log into your Salesforce instance.
• In the window that opens, choose whether you are using a production account or a sandbox account:

• On the next screen, log into your Salesforce account.
• If prompted, click "Allow" on the "Allow Access?" page. 
• You will be redirected back to HiHello where you can now set up a Contact workflow and/or a Lead workflow.

After you set up your workflows, all new contacts added to HiHello will automatically sync to Salesforce. If you would like to sync existing contacts, please click the "Sync" button on your Integrations tab:

We recommend only using the manual sync button once after creating or updating a workflow.

Setting up a Contact Workflow

• Click the "Sync as contacts" toggle on the Configuration tab:

• You can now configure what information about contacts will sync from HiHello to Salesforce: 

• You have the option to set a default contact owner. This step is not required.
  • If you select a default owner, than this person will become the owner of the new contacts that are added to your Salesforce instance from HiHello.
  • If you leave the "Default Owner" field blank, then all contacts will be assigned to the Salesforce user who originally established the integration.
• You also have the option to select from an existing Salesforce campaign.
• Please note that the "Record Type" field MUST be set to Contact:

• As you scroll down, in the left column, select the fields in Salesforce and in the right column, select the corresponding fields from HiHello that you would like to sync from each contact.

Setting up a Leads Workflow

• Click the "Sync as leads" toggle on the Configuration tab:

• You have the option to set a default lead owner. This step is not required.
  • If you select a default owner, than this person will become the owner of the new leads that are added to your Salesforce instance from HiHello.
  • If you leave the "Default Owner" field blank, then all leads will be assigned to the Salesforce user who originally established the integration.
• You have the option to select a lead status or existing Salesforce campaign.
• Please note that the "Record Type" field MUST be set to Lead:

• As you scroll down, in the left column, select the fields in Salesforce and in the right column, select the corresponding fields from HiHello that you would like to sync from each lead.

Frequently Asked Questions

• 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.
    
    
• How do I disconnect the Salesforce integration?
  
  • If you need to disconnect your Salesforce 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.
    • Click "Manage" next to your Salesforce integration.
    • Click the "Disconnect" button (you may need to scroll down):

• Which of my contacts will sync from HiHello to Salesforce?
  • With our new Salesforce integration, all of your future contacts will automatically sync from HiHello to Salesforce. If you would like to sync contacts that were added to HiHello prior to enabling the Salesforce integration, you can click the "Sync" button on your integrations tab.