How do I set up the GetResponse-Salesforce integration? Watch video

In order to properly test the GetResponse integration you will need a GetResponse Max or  Enterprise account and SalesForce Enterprise or higher version.

To test the Enterprise account you will need the API key, the account’s URL and you have to specify whether your account is a US account or non-US account. Your GetResponse API key can be found in the Account Details tab.

How do I set up the GetResponse-Salesforce integration?

1. Setup

Go to the Salesforce app exchange website (https://appexchange.salesforce.com/) and find the GetResponse app. Follow the instructions to install the app in Salesforce.

Then click the GetResponse Setup tab on the Salesforce dashboard. Find the application settings and click Edit to enter your unique GetResponse API key.

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Optionally, check the box to Add GetResponse Contacts as Leads, so you can target your subscribers and begin converting them into Salesforce contacts.

Click the Save button.

 2. Custom field mapping

If you use GetResponse custom fields, you can map them to your Salesforce custom fields immediately or later.

To map the custom fields, go to the section called Fields mapping. Beside each GetResponse custom field, you will find drop-down lists for Salesforce Lead custom fields and Salesforce Contact custom fields. Click each drop-down button to expand the list and select the matching Salesforce field.

Click Save to confirm your changes.

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3. Campaign list view

After you authorize your GetResponse account in the setup screen, all of your campaigns will preload into the Salesforce app. You will be able to see basic information about the number of contacts and synchronization status for each campaign.

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For instant synchronization, click Sync now; otherwise the next contact import will run on the date indicated in the Next Import column. To temporarily turn off the synchronization of any campaign(s), uncheck the box in the Sync On column.

4. Editing campaign synchronization settings

Click the Campaign Name to display its settings. You will see the dates of the last import and next scheduled import. By default, the synchronization will import contacts every 7 days. If you prefer a different frequency, click Edit beside the GetResponse Campaign Detail section and change the frequency to 1 or 3 days.

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To preview contacts assigned to that campaign, scroll down to the GetResponse contacts section.

5. Creating a new GetResponse campaign in Salesforce

 The application allows you to create a new GetResponse campaign without leaving Salesforce. To get started, click the Create New GetResponse Campaign button in the GetResponse setup tab.

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In the next window, enter a name for your new campaign, along with a title and description. On the right side of the screen, choose a From field to associate with the new campaign, and set the synchronization frequency.

Click the Save button.

6. Adding a GetResponse sync button to a Salesforce lead profile

 Go to Leads on the dashboard and click the email address of the lead. At the top right, click the Edit layout link.

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From the Lead layout list, choose Visualforce Pages and drag the GR_LeadContactSummary tab anywhere in the Lead detail area.

Click the Save button.

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The email addresses will now have an Add as GetResponse contact button.

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