Salesforce integration

CRM, Salesforce, Integrations, Lead Sync, Contact Sync, Field Mapping, Package Installation

The Salesforce integration allows you to connect your Salesforce organization with Flowkon, helping your sales team keep lead and contact information synchronized across both platforms.

Once connected, Flowkon can work alongside your Salesforce environment, allowing you to manage prospect data more efficiently while reducing manual updates and repetitive tasks.

Purpose and Goal

The Salesforce integration is designed to help you:

• Connect your Salesforce organization with Flowkon.
• Keep lead and contact information organized.
• Reduce manual data entry and administrative work.
• Customize how Flowkon fields map to Salesforce fields.
• Create a more connected and efficient sales workflow.

Before You Connect

Before connecting Salesforce, make sure that:

• You have an active Salesforce account.
• You have administrator privileges or permission to install managed packages.
• You have access to the Flowkon workspace where the integration will be configured.

Installing the Flowkon Salesforce Package

Before authorizing the Salesforce connection, you must first install the Flowkon External Client App package in your Salesforce organization.

How to install the package

1. Open the Integration Page in Flowkon and locate the Salesforce integration card.
2. Click Connect Salesforce.

3. A dialog window will appear explaining that the Flowkon package must be installed first.
4. Click Install Now.

5. A new browser tab will open, directing you to the Salesforce package installation page. Complete the installation process in Salesforce.

6. Return to Flowkon and check the box:

   "I've already installed the Flowkon package."

7. Click Proceed to Connect.

Note: The package only needs to be installed once for your Salesforce organization.

After the package has been installed:

1. A Salesforce authorization window will open.
2. Sign in to your Salesforce account and grant the requested permissions.
3. Once authorization is complete, you'll be redirected back to Flowkon.
4. The Salesforce integration card will now display a Connected status.

Managing Your Integration

Once connected, the Salesforce integration provides several management options.

Edit Salesforce

Click Edit on the Salesforce integration card to manage your existing connection.

From here, you can:

• Change Salesforce account
• Disconnect Salesforce

Disconnect Salesforce

If you no longer wish to use Salesforce with Flowkon, you can disconnect the integration.

Important

Disconnecting Salesforce will:

• Stop future synchronization between Flowkon and Salesforce.
• Prevent new leads and contacts from being synced.
• Leave all existing Salesforce records unchanged.

No previously synced records will be deleted from Salesforce.

Field Mapping

When you click the Field Mapping button, you'll be able to customize how Flowkon lead information is synchronized with Salesforce.

Field Mapping allows you to match Flowkon fields with their corresponding Salesforce fields. This ensures that whenever lead data is synced to Salesforce, the information is stored in the correct Salesforce fields based on the mappings you have configured.

For example, you can map a Flowkon field such as Company Name to the appropriate Salesforce field, ensuring data is transferred accurately and consistently during synchronization.

At any time, you can click Field Mapping to modify how information is synchronized.

This allows you to:

• Add new mappings
• Update existing mappings
• Align Flowkon data with Salesforce custom fields
• Adjust mappings as your CRM structure evolves

Changes take effect during future synchronization activities. 

After connecting to Salesforce, you can configure Field Mapping to determine how Flowkon data is stored inside your CRM.

Field Mapping allows you to link Flowkon fields with Salesforce Lead or Contact fields.

Common mappings include:

• First Name
• Last Name
• Email Address
• Company Name
• Job Title
• LinkedIn Profile URL
• Phone Number
• Location

You can modify these mappings at any time by opening the Salesforce integration and selecting Field Mapping.

Why Field Mapping Matters

Field Mapping ensures that information from Flowkon is stored in the correct Salesforce fields.

For example:

By configuring mappings correctly, your CRM data remains clean, organized, and consistent.

Why Use the Salesforce Integration?

Connecting Salesforce with Flowkon helps your team:

• Eliminate manual imports and exports.
• Keep CRM records accurate and up to date.
• Centralize prospect management.
• Improve collaboration between sales and operations teams.
• Save time by automating routine data management tasks.

By integrating Salesforce with Flowkon, your outreach and CRM workflows stay connected, allowing your team to focus on building relationships instead of maintaining spreadsheets.