Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
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On this page
  • Before connecting SFDC to Tourial
  • Connect a Tourial form to Salesforce
  • When you want to add this form to your Tourial, you'll open the tour in the builder.
  • Success! 🎉 Confirm the connection by sending a test lead through the form to make sure it goes through to your Salesforce account!

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  1. Integrations
  2. Salesforce

Leads Forms in Salesforce

PreviousSalesforceNextEngagement Data with Salesforce

Last updated 1 year ago

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The Salesforce lead form integration allows you to tag leads created from your Tours with a custom field "Tourial Source". You can then pass your Tour Form submission information to your Salesforce lead or contact record.

Before connecting SFDC to Tourial

Prior to connecting Salesforce to Tourial, please log into your Salesforce account and create a new custom field > checkbox on the Lead Object.

Type in Tourial_Source for the Field Label. This will populate the Field Name which is what's used in the API when you complete mapping fields in a later step. (if you want to change the "label" you may, but the "field name" must be Tourial_Source.

You may then choose to add this custom field to your Lead Layout if you want it to be visible when viewing a lead record.

Once you have the custom field created, head back to your Tourial account to complete the integration connection.

Connect a Tourial form to Salesforce

1. Back in Tourial, select Forms, then Create a new form

2. At the top, add a form name

3. Below, there are several options to add or edit fields, and style your form. First, click Content to connect your Salesforce form

4. You can add a headline and description text. Select Integration, then Import fields

5. Select the Salesforce object to connect your form to (this must match the object you created the custom field on, so more than likely you'll be selecting the Lead object from the dropdown)

You can type "Lead" to easily search for this object and select it

6. Select all the fields you want your Tourial form to map to in your Salesforce account (you do not need to add the custom checkbox field "Tourial_Source" you just created)

Note: Make sure the number of fields in your Tourial form matches the fields you've selected from Salesforce, otherwise you'll potentially send empty data or the integration will fail.

7. Style your form as you wish by using the remaining form settings

8. If you choose to show the confirmation modal, you can edit and style it under the Confirmation tab

9. Save your form

When you want to add this form to your Tourial, you'll open the tour in the builder.

1. Select the page you want to add a form to and click Form

2. Choose your form from the dropdown menu and then toggle on Add form

Note: If you're adding this form to the beginning of your tour or somewhere in the middle, checkmark the Gated box. This prevents viewers from proceeding with the tour unless they complete the form.

Success! 🎉 Confirm the connection by sending a test lead through the form to make sure it goes through to your Salesforce account!

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