Users are synced as leads from Bevy to Salesforce.
Every time a user signs up for an account, we trigger an update and send that data to Salesforce. Bevy users are synced as leads from Bevy to Salesforce.
- Log in to your Bevy admin dashboard
- Navigate to the General Settings at
/accounts/dashboard#/admin/settings/general/
- Locate the Salesforce section
- Check "Sync Bevy users as leads"
- Click Save Settings
User to Lead Mapping
By default, we send first name, last name, and email. For anything else, we just need to know what the field names are in Salesforce that correspond to what data you want us to send.
Examples:
- Linkedin = LinkedIn__c
- Twitter = Twitter_Handle__c
- Date_joined = Date_Joined__c
- country=Country
- Facebook = Facebook__c
- role=Bevy_Role__c
- Timezone = Timezone__c
- first_name=FirstName
- email= Email
- company= Company
- Title = Title
- User_id = Bevy_Id__c
- Bio = Description
- Last_name = LastName