Once you have installed, configured and enabled integration for the Optify Real Time Marketing Software for Salesforce, your account is ready to receive lead and visitor data from both Salesforce and to Optify.

Note:  Setting up your web forms to track leads in Optify is an entirely separate operation.  For instructions on that, see Tracking your leads.

You can track leads in Salesforce using any of these methods:

• Use Salesforce Web-to-lead forms.
• Use an Optify landing page or landing page form with the Send leads to Salesforce option.
• Modify your forms to use backend Optify posts.
• Modify your forms to use backend server posts directly to Salesforce.

Salesforce Web-to-lead forms

If you are using a Salesforce Web-to-lead form and you have the Optify Tracking Code installed and configured on your form page, then your web-to-lead form will automatically post both to Optify and to Salesforce with no further configuration.

Optify landing page or landing page form with Salesforce option

You can also send leads to both Optify and Salesforce by using the forms built into the Optify Landing Pages application.

To send leads to Optify and Salesforce using landing pages:

1. Create an Optify landing page or Optify landing page form to use on an existing web page.

2. Configure the form to send leads to Optify as explained in Working with leads from your landing pages.

Backend form post via Optify

If you are already tracking leads in Optify and you want to see them in Salesforce as well, you can do this by modifying your web forms.

To modify your forms so Optify posts leads to Salesforce:

1. If you haven't already done so, add the following attribute to your form:
   
   optify_modify="true"
   
   
2. If you want Optify to post the lead to Salesforce, add the following hidden form fields:

<input type="hidden" id="_opt_salesforce" name="_opt_salesforce" value="true" />

<input type="hidden" id="oid" name="oid" value="[Your Salesforce OID]" />

In the last item above, replace [Your Salesforce OID] with your Organizational ID found in Salesforce. For help on finding your Salesforce OID, see Working with leads from your landing pages.

Backend form post directly to Salesforce

Finally, you can also modify your forms so they send leads both to Optify and Salesforce, follow the steps in Posting leads to Salesforce with Optify data.