Salesforce CRM Integration

klink.cloud integrate with Salesforce CRM, sync Salesforce Contacts, Logged Phone Calls, Chat & More

Last updated 11 months ago

Salesforce CRM Integration

klink.cloud integrate with Salesforce CRM, sync Salesforce Contacts, Logged Phone Calls, Chat & More

Only available for Enterprise Customers, contact us for more details.

Minimum Requirements

You must have Full Administrator Access in your Salesforce CRM to fully integrate with klink.cloud
To check Administrator Acces, go to Salesforce > Setup > Apps Manager

Supported Salesforce API Objects

Contacts
Engagement Types
Engagements
Leads
Notes
Opportunities
Stages
Tasks
Users

Below is example of supported Salesforce API Objects Examples

Contact Object

The Contact object is used to represent an existing point of contact at a company in a CRM system.

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "first_name": "Gil",
  "last_name": "Feig",
  "account": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "owner": "b8fbfc30-0982-420e-8c20-dab07b70b9d6",
  "addresses": [
    {
      "street_1": "50 Bowling Green Dr",
      "street_2": "Golden Gate Park",
      "city": "San Francisco",
      "state": "CA",
      "postal_code": "94122",
      "country": "US",
      "address_type": "Shipping",
      "created_at": "2021-09-15T00:00:00Z",
      "modified_at": "2021-10-16T00:00:00Z"
    }
  ],
  "email_addresses": [
    {
      "email_address": "hello@klink.cloud",
      "email_address_type": "Work"
    }
  ],
  "phone_numbers": [
    {
      "phone_number": "+13785579223",
      "phone_number_type": "Mobile",
      "created_at": "2021-09-15T00:00:00Z",
      "modified_at": "2021-10-16T00:00:00Z"
    }
  ],
  "last_activity_at": "2022-02-10T00:00:00Z",
  "remote_created_at": "2021-11-10T00:00:00Z",
  "remote_was_deleted": true,
}

Engagement Object

The Engagement object is used to represent an interaction noted in a CRM system.

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "content": "Call for negotiation",
  "subject": "Call from customer",
  "direction": "INBOUND",
  "engagement_type": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "start_time": "2022-02-10T00:00:00Z",
  "end_time": "2022-02-10T00:05:00Z",
  "account": "025fjlc6-6000-430a-848e-aafacbadf4fe",
  "contacts": [
    "a7c55bc6-2940-c80a-848e-bbfacbfdf4fg"
  ],
  "remote_was_deleted": true,
Show advanced fields
}

Engagement Type

The Engagement Type object is used to represent an interaction activity. A given Engagement typically has an Engagement Type object represented in the engagement_type field.

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "activity_type": "CALL",
  "name": "First Call",
  "remote_fields": [
    {
      "remote_field_class": {
        "id": "string",
        "display_name": "string",
        "remote_key_name": "string",
        "description": "string",
        "is_custom": true,
        "is_required": true,
        "field_type": "string",
        "field_format": "string",
        "field_choices": [
          "string"
        ],
        "item_schema": {
          "item_type": "string",
          "item_format": "string",
          "item_choices": [
            "string"
          ]
        }
      },
      "value": "string"
    }
  ]
}

Leads

The Lead object is used to represent an individual who is a potential customer.

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "lead_source": "API Blogger",
  "title": "Co-Founder",
  "company": "K-LINK",
  "first_name": "Gil",
  "last_name": "Feig",
  "addresses": [
    {
      "street_1": "50 Bowling Green Dr",
      "street_2": "Golden Gate Park",
      "city": "San Francisco",
      "state": "CA",
      "postal_code": "94122",
      "country": "US",
      "address_type": "Shipping",
      "created_at": "2021-09-15T00:00:00Z",
      "modified_at": "2021-10-16T00:00:00Z"
    }
  ],
  "email_addresses": [
    {
      "email_address": "hello@klink.cloud",
      "email_address_type": "Work"
    }
  ],
  "phone_numbers": [
    {
      "phone_number": "+16789932455",
      "phone_number_type": "Mobile",
      "created_at": "2021-09-15T00:00:00Z",
      "modified_at": "2021-10-16T00:00:00Z"
    }
  ],
  "remote_updated_at": "2022-02-10T00:00:00Z",
  "remote_created_at": "2021-11-10T00:00:00Z",
  "converted_date": "2022-03-10T00:00:00Z",
  "converted_contact": "025fjlc6-6000-430a-848e-aafacbadf4fe",
  "converted_account": "9c9de072-29cf-48e3-9578-1ca5b145b40e",
  "remote_was_deleted": true,
}

Notes

The Note object is used to represent a note on another object.

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "content": "K-LINK is hiring!",
  "contact": "025fjlc6-6000-430a-848e-aafacbadf4fe",
  "account": "fba1fbc6-67c0-4cb2-a176-7896acd2ffd5",
  "opportunity": "754a244e-dd67-4731-a8d3-9bff9dc10465",
  "remote_updated_at": "2022-02-10T00:00:00Z",
  "remote_created_at": "2021-11-10T00:00:00Z",
  "remote_was_deleted": true,
}

Opportunities

The Opportunity object is used to represent a deal opportunity in a CRM system.

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "name": "Needs Integrations",
  "description": "Needs a Unified API for Integrations!",
  "amount": 100000,
  "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "account": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "stage": "1968cbc6-6040-430a-848e-aafacbadf4ad",
  "status": "WON",
  "last_activity_at": "2022-02-10T00:00:00Z",
  "close_date": "2022-02-10T00:00:00Z",
  "remote_created_at": "2021-11-10T00:00:00Z",
  "remote_was_deleted": true,
}

Stages

The Stage object is used to represent the stage of an opportunity.

{
  "id": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "name": "Proposal",
  "remote_was_deleted": true,
}

Tasks

The Task object is used to represent a task, such as a to-do item.

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "subject": "Contact about Integration Strategy",
  "content": "Follow up to see whether they need integrations",
  "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "account": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "opportunity": "550e8400-e29b-41d4-a716-446655440000",
  "completed_date": "2022-02-11T00:00:00Z",
  "due_date": "2022-02-10T00:00:00Z",
  "status": "OPEN",
  "remote_was_deleted": true,
}

Users

The User object is used to represent a user with a login to the CRM system.

{
  "id": "0358cbc6-2040-430a-848e-aafacbadf3aa",
  "remote_id": "19202938",
  "created_at": "2021-09-15T00:00:00Z",
  "modified_at": "2021-10-16T00:00:00Z",
  "name": "Gil Feig",
  "email": "hello@klink.cloud",
  "is_active": true,
  "remote_was_deleted": true,
}