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

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  20. How to Set Up the Salesfusion Integration
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  35. How to Track Conversions on Act-On Labs Forms
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