Pushing Sign-up List Data into Salesforce

Push form submissions

1. Click on Contacts, and click Other Lists > Form Submissions.
2. Hover over the list, and click the drop down arrow.
3. Select Import/Export > Push to Salesforce.com
4. Push to Salesforce must be checked.
5. Select at least one option for Data to Push:
   • Add new records as Salesforce Leads
   • Update Existing Records. Click on Select Push-Update Fields to choose what to update from the data on this list.
6. Select the Push Trigger
   • Always (click here for more info)
   • Scheduled
7. Enable whether to Add, Update or Push to Salesforce Campaign.
8. If you're pushing the list data as a campaign:
   1. Select the existing Salesforce campaign, or create a new Salesforce Campaign
   2. Select the Salesforce status you want to set for the added and updated Campaign Members
9. Click the Schedule button.
   • Specify the Frequency
   • Click the Save button to set the scheduled pushes

Modify a scheduled push

1. Click on Contacts, and click Form Submissions.
2. Hover over the List, and click the drop down arrow.
3. Click Import/Export, Push to Salesforce.
4. Click the Schedule button.
5. Modify the scheduled push as needed, or select the Never option to cancel the scheduled pushes.
6. Click the Save button.