You can seamlessly integrate Haystack with Salesforce using a third-party automation platform (like Zapier, Make, etc.). This integration enables Haystack to send contact data that automatically creates Contacts or Leads in Salesforce.
Setting Up the Integration
Step 1: Create a Webhook URL
Refer to our specific guides for Zapier and Make, or to your preferred automation platform’s documentation to generate a "listening" webhook URL.
Step 2: Configure Haystack to Send Data
In the Haystack Mobile App:
Open the Haystack app
Tap Settings
Tap your Company Name
Tap Zapier
Paste the Webhook URL into the textbox
Make sure the Send test message box is checked
Tap Continue
Note: The Zapier label in the app supports all webhook URLs, not just Zapier URLs.
Step 3: Set Up Workflows in Your Automation Platform
Return to your automation platform and define how to handle incoming data:
Create a new Contact or Lead
Update a Contact or Lead
Map the desired contact fields to the corresponding fields from your Salesforce