Integrating with Salesforce using Zapier

Although Live Data does not provide a native Salesforce integration, there are multiple options for integrating with the CRM:

• Ledger API - The REST API provided by Live Data allows for full integration wtih any system and total freedom for any implementation detail or use case. Using this API requires a team that understands API coding techniques and the Salesforce API.
• Zapier - Zapier is a third-party integration tool that simplifies the process around integrating two or more systems together. It provides a point-and-click like experience to integrate Live Data with Salesforce. The tradeoff is less ability to customize the behavior of the integration.

There are two primary interactions that need to be automated to provide a useful integration between SF and LD: pushing contact data to track from SF to LD, and getting job updates from LD into SF. Both of those flows are summarized on the common API use case page and the specific API call details, including the data models, are available on the ledger API reference page.

Zapier can be used to provide a low-effort solution to integrating Salesforce with Live Data. You will need to purchase a paid plan in order to use the built-in Salesforce app and to have enough task volume to handle the changes coming from Live Data.

In Zapier, you will need to create at least two Zaps to provide an effective integration with SalesForce. The first Zap will send contact information to Live Data when a contact is added to SF, and the second Zap will update contact records in SF when new job information is detected.

1. You must have a paid Zapier plan
2. You need to configure a Salesforce account with appropriate credentials
3. You need to configure a Live Data service account in Zapier
4. You need to create a destination ledger in Live Data
5. Seed Live Data with your current contacts using a CSV upload
6. Create custom fields in Salesforce for the Live Data datapoints to be inserted

1. Create a new Zap
2. For the app event, find the Salesforce app and select it
3. Under Event, select New Record
4. Select the Salesforce account/integration
5. In the Set up trigger step, under the Salesforce Objects dropdown, select Contact and press Continue
6. Press the Test Trigger button to populate test data and ensure the integration is working
7. Select any of the test records and press Continue
8. (optional) Use the Filter to only provide certain contacts to Live Data
9. In the Action step, find the Salesforce app again and select it again
10. Under Event, select Find Record and press Continue
11. Select the Salesforce account/integration
12. Under Salesforce Object select Account
13. Under Field to Search By select Account ID
14. Under Search Value select the Account ID field
15. On the next dropdown, select No
16. Leave the checkbox unchecked
17. Press Continue
18. Press Test and Review and you should see the Account record associated with the test contact
19. Press Continue
20. Press the + button and in the new step, find the Live Data Technologies app
21. Under Event, select Create a Contact
22. Select the Live Data org and hit Continue
23. Under Ledger ID, select the ledger that you want new contacts to be imported to
24. Under Contact Name select the 1. New Record... data and then the Name field (or equivalent) from the Salesforce object schema
25. Under Company Name select the 2. Find Record... data and then the Name field (or equivalent) from the Salesforce object schema
26. (optional, recommended) Under LinkedIn Profile select the 1. New Record... data and choose the field that contains a LinkedIn URL for the user (can be either a URL or just the LinkedIn ID) from the Salesforce object schema
27. Under Title select the 1. New Record... data and then the Title field (or equivalent) from the Salesforce object schema
28. Under Reference ID select the 1. New Record... data and then the ID field
29. Press Continue
30. Press Test and Review
31. Log in to Live Data and examine the selected ledger. The test contact should show in the ledger within 60 seconds.

1. Create a new Zap
2. For the app event, find the Live Data Technologies app and select it
3. Under Event, select Contact Job Change Detected
4. Choose the Live Data org from the dropdown and press Continue
5. In the Set up trigger step, select the ledger that you selected in the prior Zap and press Continue
6. Press Test Trigger to populate some data and press Continue once it loads
7. In the Action step, select the Salesforce application
8. For the Event, select Update Contact and press Continue
9. Select the Salesforce account/integration and press Continue
10. Under Record to Update, select the Custom tab and press the Show all options button
11. Select the Reference ID field
12. For all other fields, select any custom field and map the appropriate LD fields. We recommend… TBD