Create new Leads, Accounts, and/or Contacts from Cause IQ, with deduping and custom fieldsIn this help article...
If you want to enable Salesforce integration for your account, please contact us. We need to make some minor changes to your Cause IQ accounts in order to enable the Salesforce integration. You also must have API access enabled for your Salesforce account, which are some Professional licenses, all Enterprise licenses, and all Unlimited licenses. Similarly, your Salesforce account will need API permissions from your Salesforce administrator, although there's a good chance it already has this.
You link Cause IQ to Salesforce by authenticating with Salesforce, via OAuth. In your Account Settings, click "Manage Salesforce integration" on the right menu. Click the "Link your Salesforce account to Cause IQ" button, and you'll be forwarded to Salesforce, where you'll log in and allow your Salesforce instance to talk to Cause IQ via API.
You can create either Leads, or Accounts and Contacts, from Cause IQ. The first part of configuring your Salesforce integration is selecting which of the two you want to use. For Leads, a combination of organization and personnel information will populate the fields in the Lead records. For Accounts, organization information will populate the fields in the Account records. For Contacts, personnel information will populate the fields in the Contact records.
When creating Contacts, if the Account corresponding to the person's organization doesn't currently exist, Cause IQ will create the Account record automatically, and then create the Contact linking it to the Account.
Cause IQ fully supports your custom fields, with advanced ways to map your custom fields to their corresponding fields in Cause IQ. Here are the different types of fields and field mappings to configure:
Default field values
These are the fields that Salesforce automatically includes by default for Leads, Accounts, and Contacts. The are "Picklists", or dropdown fields with multiple potential options. Select the default values you want when creating objects from Cause IQ.
Pro-Tip: Create a new Account Source or Lead Source option of "Cause IQ", so all records created from Cause IQ are easily identifyable in your Salesforce instance.
These are the dropdown fields with multiple predefined choices. There are two ways to map them in Cause IQ. First, you can map to individual values. Do this when all records created from Cause IQ will have the same picklist field value.
Second, you can map the Salesforce picklist field to a field in Cause IQ, and mapping individual picklist values to their corresponding field options in Cause IQ. For example, if you have "Mission Areas" custom field, you could map the field to the Cause IQ "Category" field. Then mapping the individual options, if the "Mission Areas" custom field has an "Environment" option, you could map that to the "Animals" and "Environment" options in the "Category" field.
Many of our customers create an EIN custom field, to more exactly identify, match, and dedupe organizations. If you have a Cause IQ field, select the "EIN" field option. Because some customers have EINs with dashes (e.g., "12-3456789") or without dashes (e.g., "123456789").
Financial and numeric fields
For your quantitative custom fields, you can easily map them to their corresponding fields in Cause IQ. This involves two easy steps. First, select the field you want to map to (e.g., "Total revenue"). Second, chose the metric of the field you want for the field (e.g., "One-year growth").
Boolean yes/no custom fields are easy to map. Just choose whether the values for records created from Cause IQ should be "Yes" or "No" and you're done! If you need to map these yes/no fields to corresponding fields in Cause IQ, just let us know and we'll make it happen.
Custom export name field
Cause IQ customers create a custom text field and map it to the Cause IQ Custom export name field. This allows them to tag a group of organizations before creating their new Salesforce objects in bulk. To do so, first, create your custom text field, and then map it to Cause IQ's Custom export name in your Salesforce settings. Once you're ready to run your Salesforce export to create the new objects in bulk, choose a "Custom export name" in the "Salesforce" step of the export process. Once the export is finished, your custom text field will populate with the name you entered in the "Custom export name" text box within the "Salesforce" step. Here's a look at where you map your custom text field (e.g., "Cause IQ pull name") to Cause IQ's Custom export name field:
Cause IQ maps a couple of fields behind the scenes for our customers using the Salesforce integration. On Accounts, these fields include:
For Leads, these fields are automatically mapped at the contact level:
You can individually create Leads, Accounts, and/or Contacts from multiple places in Cause IQ. These largely apply equally for Leads versus Accounts and Contacts. The exception is if you just want to create a new Account corresponding to an organization in Cause IQ. To do this, open up an organization profile and click "Create Account in Salesforce" on the right sidebar.
There are two ways to individually create personnel records, whether Leads or Contacts. If you're on an organization's profile, go to the "Personnel" tab. On each staff member, you have a link to create the Lead or Contact in Salesforce (e.g., "Add Lead to Salesforce"). Just click the link and the Lead or Contact will be created. If you are creating Contacts and the corresponding Account doesn't exist yet, Cause IQ will automatically create it.
If you have already created a Lead or Contact for a staff member, the Salesforce link will change to a link that opens up that person's Lead or Contact record in Salesforce.
Second, you can also create Lead or Contact records from individual people's profiles. On the right sidebar, just click "Add Lead to Salesforce" or "Add Contact to Salesforce". If you go to a person's profile that already has a corresponding Lead or Contact, you the link will change to "View Lead in Salesforce" or "View Contact in Salesforce", where you can click to open up the record in your Salesforce instance.
Using the "Export" tab in the search interface, you can bulk create new Lead or Account and Contact records in Cause IQ. This includes full deduping as well. First, there will be a new setting in the "What" step in export wizard. This step, aptly named "CSV or Salesforce", let's you chose where you want to create your exported objects.
If your Salesforce integration is configured for Accounts and Contacts, when you select "Organization details" in the "What to export" setting Cause IQ will create Account records. When you select "Personnel, with organization details" in the "What to export" setting Cause IQ will create both Account records and Contact records.
If your Salesforce integration is configured for Leads, you will need to be exporting personnel.
When exporting records to Salesforce, a new step will appear, "Salesforce". This is where you can set your dedupe options, override some default fields, and some further customizations. Here are a few of the settings:
Lead de-duping: Cause IQ will query your Salesforce records to see if there are existing Leads that match the option you select. Note that Lead deduping can either be at the person level, or at the organization level, so that Cause IQ won't create new Leads when existing Leads exist for a given organization.
Account de-duping: Cause IQ will query your Salesforce records to see if there are existing Accounts that match the option you select. If you have an EIN field mapped, Cause IQ can dedupe by these EIN fields. If you don't, Cause IQ can still dedupe by organization name and zip code.
Contact de-duping: Cause IQ will query your Salesforce records to see if there are existing Contacts that match the option you select. Most of our customers dedupe on Email, but deduping on last name and first initial (combined with Account dedupe / matching) is also popular.
Skip personnel if existing Account is found: For Account / Contact personnel exports, this will prevent Cause IQ from creating new Contact records if an Account for an organization already exists (either previously created by Cause IQ, or found via deduping).
Do not create Account if no corresponding personnel: For Account / Contact personnel exports, this will prevent Cause IQ from creating an orphan Account record with no corresponding personnel. This happens when an organization matches your search, but no personnel at the organization match your personnel criteria set in the "Personnel" export step.