TalkWiz Salesforce Integration

Setting up your Salesforce integration

Setting Up Your TalkWiz.ai ⇄ Salesforce Integration

Integrating TalkWiz.ai with Salesforce enables a two-way sync of your Leads: any Lead created or updated in one system will automatically appear (and stay up to date) in the other. You can also choose to have incoming Salesforce Leads kick off AI-powered SMS conversations or appointment-booking dialogs in TalkWiz as soon as they arrive.


Setting up the Integration

Add the App in Salesforce

  1. In Salesforce, click on the gear icon in the upper-right corner and select 'Setup

  2. In the left navigation panel under Platform Tools, go to Apps > External Client Apps > External Client App Manager
  3. Select the button to create a New External Client App
  4. Fill in the basic info and press 'Create'
  5. You will be directed to your new app. Select 'Edit' to unlock the settings and choose 'OAuth' for start page in the Policies tab. Make sure to save the changes.
  6. Under the Settings tab, follow the directions in the screenshot below. Make sure to copy the setting exactly or the integration may fail to authenticate. The callback URL is https://app.talkwiz.ai/salesforce/oauth/callback
  7. Before moving to the next tab, get your Consumer Key and Secret. Make sure to keep them somewhere safe and don't share these with anyone else because they can be used to access your Salesforce account. It is what we will use to establish the connection with Talkwiz and Salesforce.
  8. Go back to the Policies tab which should have more settings available now that OAuth is enabled. Add these settings to the configuration. The OAuth Start URL is https://app.talkwiz.ai/salesforce/oauth
  9. Make sure to save your changes and let's move on to the next section

Set up the Integration in TalkWiz.ai

The following instructions will guide you through configuration of the integration in TalkWiz. 
  1. Go to Integrations > Salesforce and select the 'Add New Salesforce Connection' button
  2. Enter the key and secret that you saved in previous steps. They can also be retrieved again from your Salesforce External App configuration if needed
  3. Select the 'Connect to Salesforce' button to log into Salesforce and connect the integration.
    Note: It can take a couple of minutes for the settings in Salesforce to finalize. If you are getting an error about a mismatch in the URLs, wait a couple minutes an try to connect again. If the problem persists, check your settings in Salesforce again and make sure everything is correct.
  4. After connected, the 'Filters' button will show a dropdown with all your Lead Views from your Salesforce account. You can pick one to filter which leads will be automatically synced into your TalkWiz account
  5. Select 'Import' to bring in your leads from Salesforce and select 'Export' to send your TalkWiz leads to Salesforce. After the leads sync, you will see an icon next to the lead's name in your Leads section. When you open the lead, there will also be a link to view the lead in Salesforce.

    When a synced lead is updated in TalkWiz, the changes will automatically be sent to Salesforce. 

Configure the automatic sync from Salesforce to TalkWiz

At this point, you should have imported leads into TalkWiz and your leads in TalkWiz should sync changes with Salesforce, but changes in Salesforce won't be syncing to TalkWiz... yet. In these next steps, we will set up this final portion of the sync.
  1. Copy your webhook URL
  2. In Salesforce, go to Setup > Outbound Messages and create a new outbound message. Make sure to paste in the copied webhook url and add all the lead fields that are in this example:
  3. Create a Flow in Salesforce. It should be a record trigger flow that is triggered when a lead is created or updated. The action should be the outbound message we created in the previous step:

    This simple flow will send a webhook with the updated lead information to your TalkWiz account

All done!

You should now have a complete working 2-say sync between your Salesforce and TalkWiz leads. If you want our AI to reach out to your leads as soon as they are added to TalkWiz from Salesforce, remember to select the 'Automatically start AI conversation for new leads imported from Salesforce' when you create or edit the integration.

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