Pixel Sync to SalesForce

Pixel Sync to SalesForce

Step-by-Step Export Process: Pixel Sync to Salesforce

Step 1: Select Salesforce as the Export Platform

  • Navigate to the Pixel Sync section.

  • Click "Create Contact Sync".

  • From the list of available platforms, select "Salesforce".

Step 2: Filter by Contact Type

Choose which contacts to export by selecting one of the following filters:

  • All Contacts – Every contact collected.

  • Visitors – Users who visited your website but took no further action.

  • View Product – Users who viewed a product page.

  • Abandoned Cart – Users who added items to their cart but didn’t complete the purchase.

  • Converted Sales – Users who completed a purchase.

Step 3: Select Salesforce Object or Create New

  • Choose the Salesforce object (e.g., Contact, Lead, or custom object) where contacts will be synced.

  • If needed, create a new object or custom field in Salesforce to store additional data.

Step 4: Map Data Fields

  • Ensure your contact data matches Salesforce fields and API requirements.

  • The system will auto-map standard fields such as Name, Email, Phone, etc.

  • Manually adjust mappings to custom Salesforce fields if necessary.

Step 5: Click "Export"

  • Review your configuration and click "Export" to sync contacts to Salesforce.

  • Contacts will be created or updated in your Salesforce CRM according to the mapping.


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