How to Use the Salesforce IQ Integration
The Salesforce IQ integration allows you to create a new Salesforce IQ contact from a Blitzen form. Note that you have to have a Salesforce IQ account in the Growth or Business tier to use this integration. This is due to the fact that Salesforce IQ only opens their APIs at these price-points.
How it’s done:
Create a New Custom Integration in Salesforce IQ
When you're in the Salesforce IQ App click the gear icon in the top right and go to 'Settings'
Click 'Integrations' in the left-side panel and click 'Custom' under 'Create New Custom Integration'
Give it the name of 'Blitzen' and note down the 'Key' and the 'Secret' codes.
Connect your Salesforce IQ Account to Blitzen
Navigate to the ‘Integrations’ section in the left-side panel and click on the ‘Salesforce IQ’ app.
Click ‘Connect’ in the right-side panel.
You will be asked for the key and secret codes you got in the last step. Enter these into their designated text-boxes.
Make sure that the app is on by moving the app slider to ‘On’
If, for any reason, you would like to disable this app, just move the slider to ‘Off’ or disconnect it all together (How to Disconnect an App).
Create a Workflow with the Salesforce IQ App
Navigate to the ‘Workflow’ section in the left-side panel and create a new workflow (How to Create Workflow). You can also edit an existing workflow.
Choose a form or survey to work from (How to Choose an Input). The only type of form you can use the Salesforce IQ with is one that contains the 'Name' as well as the ‘Email’ fields.
Configure Salesforce IQ
Drag the Salesforce IQ App over into your workflow. You can configure the app by clicking the ‘+’ icon.
From here you will see a number of options.
The default setting is to sync all submissions from the input form or survey. If that is what you wish to do skip the Filters section.
If you do not want to sync all submission simply add filters. Click ‘Add custom filter’ and use the three fields to create a segment.
You are able to create any number of filters, just make sure they do not contradict each other.
To delete a filter simply click on the ‘x’ icon in the right corner.
You will then be asked to choose the destination your files will sync to.
Use the drop-down menus to map the fields from your form to the Salesforce IQ fields available. It's alright if you don't get all of them. Just get as many as you can.
The changes will save automatically and now whenever someone fills out this form, their contact data will be pushed to your Salesforce IQ Organization's contacts like so: