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 Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy For Salesforce
  6. How to Set Up The Eloqua Integration
  7. How to Set Up the HubSpot Integration
  8. How to Set Up The Salesforce Integration
  9. How to Set up The Microsoft Dynamics Integration
  10. Microsoft Dynamics Social Activity Entity
  11. Oktopost Solution Package for Microsoft Dynamics
  12. How to Set Up The Mautic Integration
  13. How to Set Up the Bitly Integration
  14. How to Set Up the Feedly Integration
  15. How to Set Up the Act-On Integration
  16. Feedly Custom Sharing with Oktopost
  17. Act-On Integration: Segmenting Lists Using Social Data
  18. Act-On Integration: Social Lead Scoring
  19. Conversion Tracking With Marketo Forms 2.0
  20. Marketo Integration: Lead Segmentation
  21. Marketo Integration: Interesting Social Moments
  22. How to Set Up the Salesfusion Integration
  23. How to Set Up the Pardot Integration
  24. Setting up the Google Analytics integration
  25. How to Set Up the Facebook Retargeting Integration
  26. How to Create a Facebook Audience Based on Social Behavior
  27. Attributing Social to Leads in Marketo
  28. Webhooks
  29. How to Connect Oktopost to Zapier
  30. How to Create Salesforce Cases From Assignments
  31. Setting up Integration Assets
  32. Social Click URLs
  33. Salesforce Campaign Naming Parameters
  34. How to Track Conversion on HubSpot Embedded Forms
  35. How to Track Conversion on Pardot Forms
  36. How to Track Conversions on Act-On Labs Forms
  37. How to Set Up Single Sign-on With AD FS
  38. How to Set Up Single Sign-on With Okta
  39. How to Set Up Single Sign-on With OneLogin
  40. How to Set Up Single Sign-on With Google Apps
  41. How to Set Up The Facebook Lead Ads Integration
  42. Zapier Use Cases
  43. How to Set up Oktopost for Bizible
  44. How to Format Dates in Salesforce Template Fields
  45. Social Attribution Parameters
  46. Lead Parameters
  47. How to Update an Existing Social Insights Installation

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