Salesforce Integration

Connect Salesforce to Lead Warmer to automatically generate personalized videos for your leads.

Overview

This integration sends leads from Salesforce to Lead Warmer when:

• A new Lead is created
• A new Contact is created
• An Opportunity stage changes

Setup Instructions

Step 1: Get Your Webhook URL

1. Log in to Lead Warmer
2. Go to Settings > Webhooks
3. Copy your webhook URL

Step 2: Create Salesforce Flow

1. In Salesforce, go to Setup > Flows
2. Click New Flow
3. Select Record-Triggered Flow
4. Choose the Lead or Contact object

Step 3: Add HTTP Callout

1. Add an Action element
2. Select HTTP Callout
3. Configure the POST request to Lead Warmer

Payload Mapping

Map Salesforce fields to Lead Warmer fields:

Example Payload

{
  "lead_id": "{!$Record.Id}",
  "email": "{!$Record.Email}",
  "first_name": "{!$Record.FirstName}",
  "last_name": "{!$Record.LastName}",
  "company_name": "{!$Record.Company}",
  "job_title": "{!$Record.Title}",
  "source": "salesforce",
  "external_system_id": "{!$Record.OwnerId}"
}

Using Process Builder (Legacy)

If using Process Builder:

1. Create a new Process on Lead object
2. Set criteria (e.g., “Lead is created”)
3. Add action: Call Apex or use Webhooks app

Authentication

Include signature in headers:

X-Signature-Key: your-webhook-secret

Named Credentials

For production, use Named Credentials:

1. Setup > Named Credentials
2. Create credential for Lead Warmer API
3. Include authentication headers

Testing

1. Create a test Lead in Salesforce
2. Check Lead Warmer Leads page
3. Verify video generation starts

Troubleshooting

Flow not triggering:

• Check Flow is activated
• Verify trigger conditions
• Review Flow debug logs

Callout errors:

• Ensure Remote Site Settings include Lead Warmer URL
• Check Named Credential configuration

Need help? Contact support@leadwarmer.net