Salesforce + Growth Dept ACR
Built and tested. A field on a Lead or Contact starts a campaign; it connects once Growth Dept registers its Salesforce app.
Ready once our app is registered
Overview
ACR checks Salesforce every three minutes for Leads and Contacts whose ACR Campaign ID field changed, skips converted Leads and records without a phone number, and starts the campaign the field names. Setting the stop value ends it. Each call, email and text is logged as a completed Task. Calls and texts still need the contact's recorded consent: map the opt-in fields your CRM keeps, or the campaign's consent rule skips them. It is built and tested against the vendor's documented API, and it connects once Growth Dept registers its app with Salesforce. Salesforce's API needs Enterprise edition or above, or its API add-on.
What Salesforce is
Salesforce is a CRM used by sales and service teams to hold leads, contacts and accounts.
How it connects, once the app is registered
The connection is built and tested. No store can connect it until Growth Dept registers its app with Salesforce.
- 1
Connect as an admin
Sign in through Salesforce's production login, then give the new field edit access in Setup.
- 2
Let ACR add its field
ACR adds the ACR Campaign ID field to Salesforce, plus the webhook or check that tells it when the field changes.
- 3
Start a contact
Set the ACR Campaign ID field to the campaign's ID, by hand or with a Salesforce flow. ACR imports the contact and starts that campaign.
- 4
Stop a contact
Set the field to the campaign's stop value. Clearing it stops nothing.
- 5
Start reading and publish
Reading stays off until an admin starts it, with a confirmation. Then publish the campaign and switch its trigger on when you are ready.
What you can do today
No store can connect Salesforce directly yet. If Salesforce can post an event to a web address, the Custom API route below works today, because a Custom API campaign accepts events from any sender.
- 1
Create a Custom API campaign
Choose Custom API as the campaign's lead source. ACR shows a private trigger URL with its own token.
- 2
Send the event from Salesforce
Have an automation post the record to the trigger URL when your chosen field changes.
- 3
Use ACR's field names
Name the event checkout/updated and send the shopper's unique_id, email or phone, first_name, final_price and cart_link, as the API reference shows.
- 4
Send the purchase too
Post checkout/completed with the same unique_id to the same trigger URL when the shopper pays, so outreach stops for anyone who has already bought.
- 5
Test and publish
Run a practice conversation, then publish the campaign and switch its trigger on when you are ready.
Waiting on Salesforce?
Tell us how you use Salesforce. We will say what ACR can do for your store today and what is still ahead.