Supported versions
The Spotler Connect integration is compatible with both the professional and enterprise package of Salesforce.
On this page you have the following options:
Spotler Connect
Spotler Connect allows you to synchronise and transform data such as contacts, orders, or activities between external systems, even if no direct integration is available between them. Connect gathers your data, saves it in your account environment, and changes the format before exporting it to other systems if necessary. By doing this continuously for all connectors in your account, the software can maintain a complete overview of your data in different systems and keep it in sync.
In Connect, you can add account-wide or integration-specific rules to modify data based on conditions, block import or export, or add actions when a condition is met. These rules allow you to customise data being handled in a way that works for external systems—for example, when you want to synchronise mailing opt-ins, activities, or orders.
Available data
| Data type | Import to Connect | Export to Salesforce | Timeframe |
|---|---|---|---|
| Activities | No | Yes | - |
| Organisations | Yes | Yes | Import every 5 minutes, export realtime |
| Contacts | Yes | Yes | Import every 5 minutes, export realtime |
| Contact lists | Yes | No | - |
Salesforce organisations are imported to Spotler Connect and existing Salesforce organisations are updated in Salesforce based on changes in Connect coming through other connectors. This process is executed at 5-minute intervals. As soon as an organisation is created in Salesforce, an organisation is made in Connect.
The following contact fields are mapped by default between Salesforce and Connect:
- companyName
- country
- region
- city
- zipCode
- street
- housenumber
- housenumberExtension
For any other field it is possible to map this to the organisation Meta field in Connect. This is done through data rules.
Salesforce contacts are imported to Spotler Connect and existing Salesforce contacts are updated in Salesforce based on changes in Connect coming through other connectors. This process is executed at 5-minute intervals. As soon as a contact is created in Salesforce, a profile is made in Connect.
The following contact fields are mapped by default:
- firstName
- lastName
- gender
- OptoutOfEmail
- phone
- DateofBirth
For any other field on a contact it's possible to map data to the Contact's meta field in Connect. This is done through data rules.
It is also possible to map data of a related record in Salesforce to a contact in Connect. This requires a configuration option to be set in Connect with a comma separated list of these fields.
Marketing lists in Salesforce are imported into Connect. For each marketing list, you can choose whether or not to synchronize it with Connect to be able to use it in other systems that are integrated with Connect, for example a marketing automation platform or event software. The contact lists in Connect are updated every time a contact is added or removed from your marketing list.
Digital activities such as page views, email opens & clicks, event registrations, form submits and more from other systems connected to Connect can be automatically imported into your Salesforce system for better follow-up, a 360 degree customer view and advanced segmentation.
Currently, the following activities are supported:
- Page view
- Email was sent
- Email was opened
- Email link was clicked
- Email was bounced
- Email complaint
- Sms was sent
- Was invited to event
- Will attend event
- Will not attend event
- Has attended event
- Has not attended event
- Form was submitted
- Conversation was concluded
Getting Started with Onboarding
When connecting the Salesforce environment, you will need the following information:
- API Key
- API Secret
- Salesforce domain
Follow the Salesforce onboarding guide for detailed instructions on onboarding.