Leads Forms in Salesforce
The Salesforce lead form integration with Tourial enables tagging leads created from Tours using a custom checkbox field named "Tourial_Source" on the Lead object, and allows passing Tourial form submission data to corresponding Salesforce lead or contact records by creating and mapping matching fields in Tourial forms connected to Salesforce.
The Salesforce lead form integration allows you to tag leads created from your Tours with a custom field "Tourial Source." You can then pass your Tour Form submission information to your Salesforce lead or contact record.
Before connecting SFDC to Tourial
Prior to connecting Salesforce to Tourial, log into your Salesforce account and create a new custom field (checkbox) on the Lead Object.
- Type in
Tourial_Sourcefor the Field Label. This will populate the Field Name, which is what's used in the API when you complete mapping fields in a later step. (If you want to change the "label" you may, but the "field name" must beTourial_Source.) - You may choose to add this custom field to your Lead Layout if you want it to be visible when viewing a lead record.
Once you have the custom field created, return to your Tourial account to complete the integration connection.
Connect a Tourial form to Salesforce
- 1.In Tourial, select Forms, then create a new form.
- 2.At the top, add a form name.
- 3.Below, there are several options to add or edit fields and style your form. First, click Content to connect your Salesforce form.
- 4.You can add a headline and description text. Select Integration, then Import fields.
- 5.Select the Salesforce object to connect your form to (this must match the object you created the custom field on, so more than likely you'll be selecting the Lead object from the dropdown). You can type "Lead" to easily search for this object and select it.
- 6.Select all the fields you want your Tourial form to map to in your Salesforce account (you do not need to add the custom checkbox field
Tourial_Sourceyou just created).- Note: Make sure the number of fields in your Tourial form matches the fields you've selected from Salesforce, otherwise you'll potentially send empty data or the integration will fail.
- 7.Style your form as you wish by using the remaining form settings.
- 8.If you choose to show the confirmation modal, you can edit and style it under the Confirmation tab.
- 9.Save your form.
Success! 🎉
Confirm the connection by sending a test lead through the form to make sure it goes through to your Salesforce account!
Related
How to Create a Salesforce Dashboard to Measure Tourial's Impact
The guide explains how to create a Salesforce dashboard to measure Tourial's impact by first setting up a custom report type with Tourial engagement fields linked to Contacts or Leads, then building detailed reports—such as tracking Tourial views by lifecycle stage—to analyze user interaction and influence on the sales pipeline.
Create an SFDC report using Engagement Data | Navless Product Documentation
The Navless Product Documentation explains how to create a Salesforce report using Tourial Engagement Data by logging into Salesforce, selecting the "Tourial Content Views with Lead" report, applying filters for all content views and all time, adding key fields like Tourial Content Name, Date Viewed, and Lead Email, and grouping rows to visualize engagement metrics, which can then be added to dashboards for marketing or sales insights.
Salesforce Integration Setup with Tourial
The Salesforce integration setup with Tourial involves connecting your Salesforce account through the Tourial app by authenticating access, installing the Salesforce package, and enabling the Engagement Activity feature in the settings to capture and send engagement data, with separate documentation available for configuring Salesforce lead forms.
Engagement Data with Salesforce | Navless Product Documentation
The documentation explains how Salesforce administrators and Tourial admins can install the Tourial Salesforce package to create a custom object called "Tourial Content View," enabling the flow of detailed engagement data—such as content name, type, view date, URL, total time spent, CTA clicks, and first session date—from Tourial experiences to Salesforce Lead, Contact, and Account records, provided the visitor has submitted a form with an email address.
Add Tourial Engagement to record's Lightning page | Navless Product Documentation
The documentation explains how to add a custom "Tourial Engagement" tab to a Salesforce record's Lightning page—using the Account object as an example—by first adding the Tourial Content View related list to the page layout, then editing the Lightning Record Page to create a new tab containing the "Related Lists - Single" component linked to Tourial Content Views, enabling easy access to engagement activities on that record.
Navless Pardot Integration Self-Service Guide
The Navless Pardot Integration Self-Service Guide explains how Navless leverages Salesforce Pardot APIs to enable customers to sync prospect data, track visitor engagement, personalize content, and push engagement metrics back into Pardot and Salesforce for enhanced lead scoring, intent tracking, automation, sales visibility, and targeted marketing without requiring a formal partnership.