Learn how to connect your Model Match account to Salesforce to update and sync your existing records from Model Match.
What's in this article?
- Connecting Model Match to Salesforce
- Integration settings
- How to send contacts from Model Match to Salesforce
🛑 Check your Permissions to ensure you can connect Model Match to Salesforce!
✅ You will need to ensure that you have the necessary permissions on your Salesforce account to connect third-party applications.
✅ Permissions to create customized contact fields
✅ Ability to control which contacts fields are visible on your contact list
If you're unsure how to check these permissions on your Salesforce account, we recommend contacting your Salesforce administrator for assistance or check out this article on the Salesforce Knowledge Base
Connecting Model Match to Salesforce
To connect Salesforce to Model Match, let's navigate to the Integrations page on your Model Match account.
1. Click "Salesforce" from the list of available integrations.
2. Now let's click "Authorize Salesforce"
3. When prompted enter your Salesforce credentials in the provided fields and login. You will be redirected back to Model Match.
You're now connected to Salesforce! Let's take a look at how we can start sending contacts from Model Match to your Salesforce account.
Additional Integration Settings
Push contacts as Leads or Contacts
You have the option to send contacts from Model Match as Leads or Contacts on your Salesforce account.
Make your selection using the Export to Salesforce options located on the Salesforce integration page.
💡To avoid duplicates, it's important to maintain the type you've selected. We will check for duplicate contacts within the same type but do not check across different types.
Checking for duplicates + enrichment
Using additional fields as key identifiers can help prevent duplicates when pushing contacts from Model Match to Salesforce. This also allows you to enrich existing contacts that didn’t originate from Model Match.
Now, you can choose your own NMLS ID or Email Address fields from the 'For updates' dropdown to customize your duplicate checks.
💡As a safeguard, we also check for duplicates using the Model Match Contact URL. This ensures that if no match is found using your selected field, any contacts or leads previously sent to Salesforce will still be identified and updated.
🧠 Each field needs to be an active Lead or Contact object. You are able to select NMLS ID or Email Address fields. Additional fields may be made available at a later time.
Which of my fields will Model Match enrich?
We will enrich the following fields;
- All Model Match Custom Fields
- Company Name (Salesforce Leads only)
- Mailing Address
Sending contacts from Model Match to Salesforce
From a Pipeline
1. Let's open a pipeline on the account to access a list of contacts.
2. Choose the contacts you want to send to your Salesforce account using the checkboxes next to their name. on the contact list.
💡Did you know? You can easily select multiple pages of contacts in Model Match. To do this, simply use the checkbox at the top of the contact list to select an entire page of contacts. If there are more pages of contacts, you can click on the "Next" button located at the bottom of the contact list to move to the next page and continue selecting contacts.
3. Now that you have contacts selected scroll to the bottom of the contact list and click "Send to" from the action bar. Select "Salesforce" from the menu of options.
Additionally, you can send single contacts to Salesforce by clicking the Salesforce icon on their contact profile.
From a Pulse AI
1. Let's open our Pulse AI report
2. Click the "Send" icon next to the Agent we wish to send to our Salesforce account and select "Salesforce" from the menu of options.
🛑 We thought you should know that sending contacts to an integration from Pulse AI will not add them to a Pipeline as well. If you wish to also add a contact to a Pipeline on your Model Match account from Pulse AI, select "Add to Pipeline" from the menu of options.