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

Example of Salesforce Integration

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": "[email protected]",
      "email_address_type": "Work"
    }
  ],
  "phone_numbers": [
    {
      "phone_number": "[phone]",
      "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": "[email protected]",
      "email_address_type": "Work"
    }
  ],
  "phone_numbers": [
    {
      "phone_number": "[phone]",
      "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": "[email protected]",
  "is_active": true,
  "remote_was_deleted": true,
}