Setting up Destination as Salesforce CRM for Snapchat Leads – Datahash Guide

Setting up Destination as Salesforce CRM for Snapchat Leads

Description:

Salesforce is a Customer Relationship Management (CRM) platform that is designed to help you sell, service, analyze, and connect with your customers.

Integrating Datahash with Salesforce allows you to import leads, Audience or events data to merge your CRM data with rich behavioral data from other sources gain a more complete view of your customers. Engage your users on any channel based on their status in your sales cycle.

Prerequisites:  

  • A Salesforce account.
  • A defined field in Salesforce CRM to capture Snapchat Lead ID

Getting Started:  Before starting the process, ensure that you have a Salesforce account set up, including a defined field to capture the Snapchat Lead ID in the Leads module. Once done, follow the steps below to integrate Salesforce with Datahash.

Set-up process:

  1. Log in to your Datahash account on https://studio.datahash.com/login
  2. Navigate to CRM category under Destinations list in the left section.
  3. Click on the “Salesforce” connector tile.


  1. Click on “Sign in with Salesforce” to begin the authentication flow.

  1. Login to Salesforce with the account you want to integrate with and provide the necessary permissions.
  1. These are the permissions required to successfully push the data to your CRM. Click "Allow."
  1. Select the Snapchat Lead Generation Ads source type.
  • Now select the connection name you want to integrate and provide a name to it. This is the same connection name you have already connected in the Source connector (Snapchat Lead Generation Ads Source).
  • Next, select the salesforce module where you would to push your leads data.
  • Once selected, provide a name to this connection and click “Next” to continue.
  1. Field Mapping: It is a critical step in the process where you need to map your Snapchat Lead form Fields with the respective Salesforce Schema Fields

  1. Ensure correct mapping to avoid any issues in the setup. You can map as many fields as required. 
  1. You can see the connected instance in the dashboard.  


    • Related Articles

    • Setting up source as Salesforce CRM for Snap Leads Conversions API

      Prerequisites: A Salesforce account. A defined field in Salesforce CRM for Snapchat Lead ID. Set-up process: Log in to your Datahash account on https://studio.datahash.com/login Navigate to CRM category under Sources list in the left section. Click ...
    • Overview of Snapchat Lead Generation Ads

      Introduction: The guide provides an overview of the steps required to integrate Snapchat Lead Generation Ads using Datahash. Connecting Snapchat Lead Generation Ads as data source Connector to platform or tool such as CRM, File system, data ...
    • Setting Up Snapchat Lead Account as data source for Lead Generation Ads

      Follow the below steps to set up Snapchat Lead Generation Ads as data source for leads. Go to https://studio.datahash.com/login and log in using your preferred method. 1. Under the "Sources" section, scroll to the "Lead Generation" category and click ...
    • Setting up source as LeadSquared CRM for Snap Leads Conversions API

      Prerequisites: Access to a LeadSquared CRM account with permissions for the CRM module that you intend to integrate User ‘Access Key’ and ‘Secret Key’ to the LeadSquared account which has permissions to access Leads and API (for administrator profile ...
    • Setting up source as Bitrix24 CRM for Snap Leads Conversions API

      Prerequisites: Access to a Bitrix24 CRM account with permissions for the CRM module that you intend to integrate A defined field in Bitrix24 CRM to capture Snapchat Lead ID. Set-up process: Log in to your Datahash account on ...