How to Set Up the Salesfusion Integration

With Oktopost's technology, you can synchronize social media lead information with your Salesfusion account. Our platform updates Salesfusion with precise lead source information, including which social network or social profile a click or conversion came from. You can quickly and easily set up workflows in Salesfusion based on this information, and subsequently, catalog leads into dedicated social media buckets for re-marketing and nurturing purposes.

How to Set Up the Salesfusion Integration

  1. Head over to App Settings → Integrations.
  2. Click on Add Integration and select Salesfusion from the list.
  3. You will be prompted to fill out your Salesfusion username and password.
  4. Setup a new CNAME for your domain that will point to okt.to.
  5. Enter your Salesfusion Product Id and the new CNAME that was created.
  6. Make sure that the Track Social Click Activity is checked and click on the Submit button.

Once all this is set up, every time a social link is clicked, Salesfusion will see all social clicks and display them in the lead's social journey. For example:

http://ok.domain.com/social/Twitter/My-Campaign-Name/Oktopost/blog,short/ui/uWy9DY?utm_campaign=My-Campaign-Name&utm_term=blog,short&utm_medium=Social&utm_source=Twitter

For more information please read the following article about the structure of a social click URL.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Set up Social Insights for Salesforce.com
  3. How to Set up Data Sync for Salesforce.com
  4. How to Set Up The Eloqua Integration
  5. How to Set Up the HubSpot Integration
  6. How to Set Up The Salesforce Integration
  7. How to Find the Security Token in Salesforce.com
  8. How to Set Up the Bitly Integration
  9. How to Set Up the Feedly Integration
  10. How to Set Up the Act-On Integration
  11. Feedly Custom Sharing with Oktopost
  12. Act-On Integration: Segmenting Lists Using Social Data
  13. Act-On Integration: Social Lead Scoring
  14. Marketo Integration: Social Lead Scoring
  15. Conversion Tracking With Marketo Forms 2.0
  16. Marketo Integration: Lead Segmentation
  17. Marketo Integration: Interesting Social Moments
  18. How to Set Up the Salesfusion Integration
  19. How to Set Up the Pardot Integration
  20. Setting up the Google Analytics integration
  21. How to Set Up the Facebook Retargeting Integration
  22. How to Create a Facebook Audience Based on Social Behavior
  23. Attributing Social to Leads in Marketo
  24. How to Set up the AdRoll Integration
  25. Webhooks
  26. How to Connect Oktopost to Zapier
  27. Oktopost Tracking with Google Tag Manager
  28. How to Create Salesforce Cases From Assignments
  29. Setting up Integration Assets
  30. Social Click URLs
  31. Salesforce Campaign Naming Parameters Guide
  32. How to Track Conversion on Pardot Forms
  33. How to Track Conversions on Act-On Labs Forms
  34. How to Set Up Single Sign-on With AD FS
  35. How to Set Up Single Sign-on With Okta
  36. How to Set Up Single Sign-on With OneLogin
  37. How to Set Up The Facebook Lead Ads Integration

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