Salesforce

The Salesforce integration creates records in your Salesforce org for every lead Auto-Respond handles. The connection uses OAuth — click Connect, authorize on Salesforce, and you’re done. You then choose whether Auto-Respond should create records as Leads or Contacts depending on how your org is set up.

What gets synced

Every record pushed into Salesforce includes:

• First name
• Last name
• Company
• Email
• Phone number
• Street, city, state, postal code
• Description (the inquiry details, when the job-description option is on)
• Lead source
• Status

Connecting Salesforce

Options

Enable

Turns the integration on or off for this source. Default: off.

Inherit from parent

Only shown on a location with a parent business. When on, the location uses the parent’s Salesforce connection and settings. When off, it overrides them.

Record type: Leads or Contacts

Default: Leads.

Choose whether new Salesforce records are created as Leads or as Contacts. Switching this only affects new records — records already pushed to Salesforce aren’t moved or duplicated.

Include job description

Label: Include job description (setting: sendJobDescription). Default: off.

• When on — The description of the inquiry (what the customer is asking about, the job details captured in the conversation) is written into the Salesforce record’s Description field.
• When off — The Description field is left alone. Only contact info and standard fields are populated.

Turn this on when your sales reps need the context of the inquiry directly on the record. Turn it off if your Salesforce workflow fills the Description field from somewhere else.

Create customer only when contact info is captured

Default: off.

• When on — The Salesforce record is only created after a phone number or email is collected.
• When off — The record is created at first contact, even before contact info is shared.

Create only for new leads

Default: off.

• When on — If a matching Salesforce record already exists (on email or phone), it’s left alone.
• When off — Existing records are updated with any new info Auto-Respond has.

Include source name

Default: off.

• When on — The source name is added to the Salesforce record. It typically shows up on the Lead Source or within the Description.
• When off — Source isn’t included.

Validate Connection

Tests the OAuth token against Salesforce. If the user’s session has been revoked, you’ll see the error and need to reconnect.

Disconnect

Removes the OAuth connection. Confirmation required.

Matching and deduplication

Salesforce records are matched on email and phone. With Create only for new leads on, existing matches are skipped.

Disconnecting

Open the Salesforce card → click Disconnect → confirm. The OAuth connection is removed from Auto-Respond. If you want to revoke the access on Salesforce’s side too, do that from your Salesforce user’s connected-apps settings.

Troubleshooting

• “Validation failed” / token expired — The OAuth token is no longer valid. Click Connect again and re-authorize.
• No records appearing — Confirm Enable is on. Check your Create customer only when contact info is captured setting. Also confirm the Salesforce user you connected with has permission to create the chosen record type (Leads or Contacts).
• Records created as the wrong type — Check the record-type setting on the card. Changing it only affects new records.
• Description empty — Turn on Include job description if you want the inquiry to populate the Description field.
• Duplicates — Enable Create only for new leads to skip matches.

Questions about the Salesforce integration? Email support@auto-respond.com.