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Lead status becomes Closed - Converted

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Newsletter Subscribers

To start synchronizing your subscribed customers as Lead with Salesforce you need to set desired settings on the Salesforce Newsletter Subscribers page

  • Go to Magneto Admin panel - Salesforce - Customers - Newsletter Subscribers tab

  • Set next option for example

1. Automated Synchronization - Yes

Subscribed customers will be automatically synchronized with Salesforce Leads

2. Advanced Parsing - For every subscriber

The integration will use internal logic to collect the required information from the email address to capture subscriber record and their subscription status in Salesforce.

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  • Go to Magento Frontend and scroll to the end of the Home page

  • Type email into Subscribe field and click Subscribe button

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  • Go to Magento Admin panel - Marketing - Newsletter Subscribers

  • Scroll to the newly subscribed customer

Lead ID column has link and Contact ID column is empty

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  • Click on the “Lead ID“ link and check data on the Salesforce Lead page

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  • Go to Magento Frontend and create new customer with subscriber email

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  • Go to Magento Admin panel - Marketing - Newsletter Subscribers

  • Scroll to the newly subscribed customer

Lead ID and Contact ID columns have links

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  • Click on the “Contact ID“ link and check data on the Salesforce Contact page

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