How do I use Salesforce with Hustle?

Salesforce (SFDC) helps organizations and businesses keep track of the various communications they've had with clients. Hustle's integration with Salesforce syncs the messages that agents have with contacts in Hustle back to Salesforce.

Information that gets synced includes messages, lead actions, tags, as well as contacts, and their opt-out status. 

For more information about Salesforce, see Salesforce's article on lead management.

Skip to:

• How do I connect my Hustle account with Salesforce?
• How do I set up data to sync between Hustle and Salesforce?
• How do I import contacts with Salesforce?
  • Adding contacts via SFDC Campaigns
  • Adding contacts via SFDC Reports
• How do I push changes in SFDC to Hustle?
• Where does Hustle data show up in Salesforce?
• Frequently asked questions
  
  

How do I connect my Hustle account with Salesforce?

• Only one Hustle organization can connect to a Salesforce account.

• Only one Salesforce account can connect to a Hustle organization.

• To connect Hustle with SFDC you’ll need to have the Download AppExchange Packages         permission in Salesforce.

• We recommend using Firefox while configuring data in SFDC, and switching back to Chrome while using Hustle.

To connect your Hustle organization with Salesforce:

1. Go to Hustle with Salesforce and install the Hustle Salesforce app.
2. Choose what levels of access should be granted to users that can log into Salesforce through the integration.
3. Check your email for a confirmation from Salesforce that confirms the integration was downloaded successfully.
4. Log into admin.hustle.com/login and open the Hustle organization you want to integrate with SFDC.
5. Click Integrations on the left side of the screen > Add Integration under Salesforce.
6. Click the Add Integration button to obtain your Hustle API Key and Secret key.
   • Note: Click Copy under the keys to copy and paste them easily.
7. Return to Salesforce and open the Hustle setup app in the Salesforce App Launcher.
8. When prompted, enter your API and Secret key.
9. Click Authorize to allow data in your Hustle org to get sent to your SFDC org.
   
10. Once the Salesforce Organization information has been sent and authorized, click Next, and then when prompted, enter your Salesforce credentials into the Hustle Setup app > Log In.
11. Click Next and you’ll see a thumbs up confirming Salesforce has successfully integrated with your Hustle organization.
12. To verify the integration has been set up, open your Hustle organization and click Integrations on the left side of the screen. The Salesforce integration should now show as Active in your Hustle organization’s Integrations menu.

 

How do I set up data to sync between Hustle and Salesforce?

Admins can use the Field Mappings page in the Hustle app for Salesforce to set up how Contact and Lead records in Salesforce sync with fields in Hustle during Campaign imports.

To sync additional information (e.g. State, City, etc.) from SFDC to Hustle, admins need to create custom fields in Hustle so the additional information can be imported into groups. For more information on custom fields, see How do I use Custom fields?

Any custom fields that need to sync between Hustle and Salesforce will also need to be manually mapped and configured on the Field Mappings page.

Note: Fields mapped on the Field Mapping page only affect Campaign imports. For SFDC Reports, admins will be prompted in Hustle to map fields whenever they begin to import an SFDC Report.

To open the Field Mappings page:

1. Open the Hustle setup app in the Salesforce App Launcher.
2. Click Edit next to Field Mappings.
3. Using the drop-down menus under Salesforce, choose which Contact Objects in Salesforce and which fields in Hustle will sync during Campaign imports. (The Enable mapping switch needs to be Active for changes to take effect)
• Note: Click + Add Mapping to map additional custom fields in Hustle with Contact Objects in Salesforce during Campaign imports.
4. Click Quick Save once you’ve completed mapping Contact Objects in Salesforce with fields in Hustle.
5. Click Next once you see a confirmation that the changes have been saved.
6. Using the drop down menus under Salesforce, choose which Lead Objects in Salesforce and which fields in Hustle will sync during Campaign imports. (The Enable mapping switch needs to be Active for changes to take effect)
• Note: Click + Add Mapping to map additional custom fields in Hustle with Contact Objects in Salesforce during Campaign imports.
7. Click Quick Save once you’ve completed mapping Lead objects in Salesforce with fields in Hustle > Next.
8. A thumbs-up will appear confirming Contact and Lead records in SFDC have been mapped to fields in Hustle. Click Finish to return to the Hustle for Salesforce app. 

You can confirm the changes have been made by logging into admin.hustle.com/login and:

• Updating a group that already has contacts from an SFDC Campaign.
• Creating a new group and importing a Campaign report. For instructions on how to create a new group, see Adding Groups.

Contacts and their data from SFDC will now show up in Hustle on the Contacts tab, based on how fields were mapped in the Hustle app for Salesforce.

 

How do I import contacts with Salesforce?

Once a Hustle organization has been integrated with Salesforce, admins will be able to add contacts to empty Hustle groups using Salesforce Campaigns or Reports. 

Hustle only imports Contact and/or Lead records from Salesforce; SFDC person records can’t be imported. Additionally, only saved public reports will be available to import from Salesforce, so admins need to save reports before they’ll show up in Hustle. 

Only one Campaign/Report can be connected to a Hustle group. There are also some limits to how many contacts you can import into Hustle from SFDC; Salesforce limits imports to:

• 2,000 contact/lead records per SFDC Report
• 50,000 contact/lead records per SFDC Campaign

• After contacts have been added from Salesforce, no contacts outside of the synced Salesforce Campaign or Report can be added to that group in Hustle

• Admins won’t be able to deactivate contacts in Hustle groups connected to SFDC; admins will need to remove contacts in SFDC to deactivate contacts in Hustle.

• Salesforce can’t be used to add leads to a group that already has contacts added in a different way. (e.g. VAN, CSV, BBLO, etc.)

To import contacts with the Salesforce integration:

1. Login to admin.hustle.com/login and open the group you want to add contacts to.
   • For instructions on how to create a new group, see Adding Groups.
2. Click the Contacts tab > Add contacts.
3. Under Salesforce click Add via Campaign or Add via Report.

Skip to:

• Adding contacts via SFDC Campaigns
• Adding contacts via SFDC Reports

Adding contacts via SFDC Campaigns

When admins click Add via Campaign, they’ll be prompted to choose a Campaign from SFDC to import:

Choose an SFDC Campaign from the drop down menu (you can search for the Campaign by name or Campaign ID) and click Next > Submit.

A message will appear letting admins know the contacts in their SFDC Campaign are in the middle of getting imported into the group.

It can take up to 5 minutes to import an SFDC Campaign into Hustle. While the SFDC Campaigns is importing, admins can:

• Invite agents to groups and update their information. For more information, see How do I add Hustle agents?
• Create goals and save them as drafts to launch at a later time. For more information, see How do I save a Hustle goal as a draft?

Once the import is complete, the records from SFDC will appear in Hustle as configured on the Field Mapping page in the Hustle app for Salesforce. 

Click the icon to show/hide any additional fields that were configured in SFDC. For more information about managing contacts in Hustle, see How do I manage contacts in Hustle?

 

Adding contacts via SFDC Reports

When admins click Add via Report, they’ll be prompted to choose a report from SFDC to import:

Choose an SFDC Report from the drop-down menu (You can search for the Report by name) and click Next.

Hustle will import the contact data from the SFDC Report into the group for review and mapping.

Admins will need to review the headers of the columns and use the drop-down menus to map the required headers to the right columns in the report. Required headers include:

• First name
• Last name
• Phone number

Additionally, custom fields are available in the drop-down menus to map and import additional data:

Note: While importing contacts via an SFDC Report, admins cannot assign agents or apply tags to contacts during the import.

Once you’re done mapping headers, click Import Report > Accept and Import Contacts.

Click the icon to show/hide any additional fields that were configured in SFDC. For more information about managing contacts in Hustle, see How do I manage contacts in Hustle?

 

How do I push changes in SFDC to Hustle?

For any changes in SFDC to show up in Hustle, (e.g. a phone number or name change) an admin needs to open the group in the admin panel and manually update the Campaign/Report.

To update a Campaign/Report:

1. Login to admin.hustle.com/login and open the organization with the Hustle group.
2. On the left, click Groups and open the group connected to the Campaign/Report.
3. Click the Contacts tab.
4. On the right, click Update Campaign/Update Report

 

Note: Campaigns/Reports in Hustle can only be updated once an hour. So if information is changed in SFDC after an update is requested, the change won’t show until another refresh can be requested an hour later.

Where does Hustle data show up in Salesforce?

Skip to:

• Messages
• Tags
• Lead actions
• Opt-outs
  
  

Messages

Message activity will sync to Salesforce as Tasks under Activity History on the Contact/Lead record. 

One task will sync to SFDC for every message sent to and received from the lead.

Clicking on the task link under Subject will provide more detail from Hustle about the sent/received message including the full text of the message and when it was sent.

 

Tags

Tags sync to Salesforce based on how your SFDC instance is configured to display tag data from Hustle.

By default, tag data syncs over as custom Lead Tag objects in Salesforce. Every tag applied to the contact will sync over as an individual Lead Tag object. How Lead Tag objects are named gets configured and generated in SFDC.

Clicking on a link under LeadTag Name will provide more detail about the tag that was applied including the tag’s name and when it was applied.

 

Lead actions

Lead actions sync to Salesforce based on how your SFDC instance is configured to display lead action data from Hustle.

By default, lead action data syncs over as custom Lead Action objects in Salesforce. Every lead action marked for the contact will sync over as an individual Lead Action object. How Lead Action objects are named gets configured and generated in SFDC.

Clicking on a link under LeadAction Name will provide more detail about the lead action including the lead action type, when it was marked, and which agent marked the lead action in Hustle.

Opt-outs

Opt-outs appear in Salesforce based on how your SFDC instance is configured to display opt-out data from Hustle.

By default, if a contact has opted out, the opt-out will appear as a checkmark on the Contact/Lead’s record in Salesforce next to a custom field called Opt Out.

 

Frequently asked questions

Skip to:

• What happens when I remove contacts in SFDC?
• What happens when I update contacts in SFDC?
  
  

What happens when I remove contacts in SFDC?

When contacts get removed from Salesforce, after the admin updates the Campaign/Report in Hustle, the contact’s record in Hustle will be deactivated.

Admins can filter the Contacts tab in Hustle by Status to get a list of all the inactive contacts in their group:

For more information about managing contacts, see How do I manage contacts in Hustle?

 

What happens when I update contacts in SFDC?

When admins make changes to leads in Salesforce, the updates won’t reflect in Hustle until the Campaign/Report is updated in Hustle.

For instructions on how to update a Campaign/Report in Hustle, see How do I push changes in SFDC to Hustle?

If the phone number of a contact gets changed in Salesforce, after the admin updates the Campaign/Report in Hustle, the contact record with the old number will be deactivated in Hustle; a brand new contact record with the contact’s name and new number will get created in Hustle for the updated number.

Note: This new contact record will be considered a brand new number in Hustle and won’t have any of the deactivated records data. (Tags, Notes, Follow-ups, etc.)