Pushing Sign-up List Data into Salesforce

Sometimes, sign-up data needs to originate from a Form Submission list instead of being pushed from forms that are set up to do so automatically.

Push Form Submissions

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

Modify a Scheduled Push

1. Go to Lists > Other Lists > Form Submissions.
2. Hover over the list you want, & from the drop-down arrow on the right, click Import/Export > Push to Salesforce.com.
3. Click the Schedule button.
4. Modify the scheduled push as needed, or select Turn Off to cancel the scheduled pushes.
5. Click Save.