{"id":15133,"date":"2025-09-19T10:00:46","date_gmt":"2025-09-19T10:00:46","guid":{"rendered":"https:\/\/commandcenter.netline.com\/?p=15133"},"modified":"2025-09-19T15:24:15","modified_gmt":"2025-09-19T15:24:15","slug":"how-to-send-netline-leads-to-salesforce","status":"publish","type":"post","link":"https:\/\/commandcenter.netline.com\/index.php\/2025\/09\/19\/how-to-send-netline-leads-to-salesforce\/","title":{"rendered":"Connector Guide: Send NetLine Leads to Salesforce (Step-by-Step)"},"content":{"rendered":"<h3><b>Overview<\/b><\/h3>\r\n<span style=\"font-weight: 400\">Integrating NetLine with Salesforce allows leads captured through your NetLine campaigns to automatically flow into your Salesforce, saving time and enabling instant follow-up. The setup is quick and requires no coding.<\/span>\r\n\r\n<span style=\"font-weight: 400\">In this guide, you\u2019ll:<\/span>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Create a form in Salesforce to serve as the entry point for your NetLine leads.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Copy the form\u2019s details from Salesforce.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Add those Salesforce details into NetLine as a connector.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Map fields between NetLine and Salesforce to ensure data matches correctly.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Send a test lead to confirm the integration is working.<\/span><\/li>\r\n<\/ol>\r\n<span style=\"font-weight: 400\">Once complete, every lead generated through NetLine will appear in your Salesforce automatically, where you can nurture, assign to sales, or include them in campaigns.<\/span>\r\n\r\n&nbsp;\r\n<h3><b>Step 1: Get Salesforce Form Details<\/b><\/h3>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Log in to<\/span><a href=\"https:\/\/salesforce.com?utm_source=chatgpt.com\"> <span style=\"font-weight: 400\">salesforce.com<\/span><\/a><span style=\"font-weight: 400\"> with your account credentials.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">From your Salesforce Dashboard, click <\/span><b>Setup<\/b><span style=\"font-weight: 400\"> in the top navigation menu.<\/span><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/01__p2_d1_image111.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15135\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/01__p2_d1_image111.png\" alt=\"\" width=\"1401\" height=\"543\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/01__p2_d1_image111.png 1401w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/01__p2_d1_image111-300x116.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/01__p2_d1_image111-1024x397.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/01__p2_d1_image111-768x298.png 768w\" sizes=\"(max-width: 1401px) 100vw, 1401px\" \/><\/a><\/span><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">In the Setup search bar (left side), type <\/span><b>Web-to-Lead<\/b><span style=\"font-weight: 400\"> and select it from the results.<\/span><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/02__p2_d1_image41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15136\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/02__p2_d1_image41.png\" alt=\"\" width=\"1841\" height=\"498\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/02__p2_d1_image41.png 1841w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/02__p2_d1_image41-300x81.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/02__p2_d1_image41-1024x277.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/02__p2_d1_image41-768x208.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/02__p2_d1_image41-1536x415.png 1536w\" sizes=\"(max-width: 1841px) 100vw, 1841px\" \/><\/a><\/span><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the Web-to-Lead page, click <\/span><b>Create Web-to-Lead Form<\/b><span style=\"font-weight: 400\">.<\/span><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/03__p3_d0_image81.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15137\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/03__p3_d0_image81.png\" alt=\"\" width=\"1369\" height=\"665\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/03__p3_d0_image81.png 1369w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/03__p3_d0_image81-300x146.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/03__p3_d0_image81-1024x497.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/03__p3_d0_image81-768x373.png 768w\" sizes=\"(max-width: 1369px) 100vw, 1369px\" \/><\/a><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\">You will land on this page.\r\n<a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/04__p3_d1_image121.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15138\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/04__p3_d1_image121.png\" alt=\"\" width=\"1588\" height=\"689\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/04__p3_d1_image121.png 1588w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/04__p3_d1_image121-300x130.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/04__p3_d1_image121-1024x444.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/04__p3_d1_image121-768x333.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/04__p3_d1_image121-1536x666.png 1536w\" sizes=\"(max-width: 1588px) 100vw, 1588px\" \/><\/a><\/span><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Configure the form:<\/span>\r\n<ul>\r\n \t<li><span style=\"font-weight: 400\">Select the fields you need for your form.<\/span><\/li>\r\n \t<li><span style=\"font-weight: 400\">Set the Return URL to https:\/\/netline.com.<\/span><\/li>\r\n \t<li><span style=\"font-weight: 400\">Uncheck<\/span> <b><i>Include reCAPTCHA in HTML<\/i><\/b><i><i><span style=\"font-weight: 400\">.<\/span><\/i><\/i><\/li>\r\n \t<li>After this your page should look something like this.<span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/05__p4_d1_image181.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15139\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/05__p4_d1_image181.png\" alt=\"\" width=\"1588\" height=\"689\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/05__p4_d1_image181.png 1588w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/05__p4_d1_image181-300x130.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/05__p4_d1_image181-1024x444.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/05__p4_d1_image181-768x333.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/05__p4_d1_image181-1536x666.png 1536w\" sizes=\"(max-width: 1588px) 100vw, 1588px\" \/><\/a><\/span><\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li><span style=\"font-weight: 400\">Click <\/span><b>Generate<\/b><span style=\"font-weight: 400\"> to create the form.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">A page will appear with a textbox containing your form\u2019s HTML. Copy all of the text and save it \u2014 you\u2019ll need the values from this form in the <\/span><span style=\"font-weight: 400\">next step<\/span><span style=\"font-weight: 400\">.\r\n<\/span><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/06__p4_d2_image21.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15140\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/06__p4_d2_image21.png\" alt=\"\" width=\"1588\" height=\"689\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/06__p4_d2_image21.png 1588w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/06__p4_d2_image21-300x130.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/06__p4_d2_image21-1024x444.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/06__p4_d2_image21-768x333.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/06__p4_d2_image21-1536x666.png 1536w\" sizes=\"(max-width: 1588px) 100vw, 1588px\" \/><\/a><\/li>\r\n \t<li><span style=\"font-weight: 400\">This is a sample of the content copied from the textbox. We\u2019ll use values from this form in the <\/span><span style=\"font-weight: 400\">next step<\/span><span style=\"font-weight: 400\"> when setting up NetLine.<\/span><label for=\"state\"><\/label><\/li>\r\n<\/ol>\r\n<pre style=\"background: #1e1e1e;color: #d4d4d4;padding: 20px;border-radius: 6px\"><code>\r\n&lt;!--  ----------------------------------------------------------------------  --&gt;\r\n&lt;!--  NOTE: Please add the following &lt;META&gt; element to your page &lt;HEAD&gt;.      --&gt;\r\n&lt;!--  If necessary, please modify the charset parameter to specify the        --&gt;\r\n&lt;!--  character set of your HTML page.                                        --&gt;\r\n&lt;!--  ----------------------------------------------------------------------  --&gt;\r\n&lt;META HTTP-EQUIV=\"Content-type\" CONTENT=\"text\/html; charset=UTF-8\"&gt;\r\n&lt;!--  ----------------------------------------------------------------------  --&gt;\r\n&lt;!--  NOTE: Please add the following &lt;FORM&gt; element to your page.             --&gt;\r\n&lt;!--  ----------------------------------------------------------------------  --&gt;\r\n&lt;form action=\"https:\/\/webto.salesforce.com\/servlet\/servlet.WebToLead?encoding=UTF-8&amp;orgId=00Dd5000001Kzl7\" method=\"POST\"&gt;\r\n&lt;input type=hidden name=\"oid\" value=\"00Dd5000001Kzl7\"&gt;\r\n&lt;input type=hidden name=\"retURL\" value=\"http:\/\/netline.com\"&gt;\r\n&lt;!--  ----------------------------------------------------------------------  --&gt;\r\n&lt;!--  NOTE: These fields are optional debugging elements. Please uncomment    --&gt;\r\n&lt;!--  these lines if you wish to test in debug mode.                          --&gt;\r\n&lt;!--  &lt;input type=\"hidden\" name=\"debug\" value=1&gt;                              --&gt;\r\n&lt;!--  &lt;input type=\"hidden\" name=\"debugEmail\" value=\"msaqibkinza@gmail.com\"&gt;   --&gt;\r\n&lt;!--  ----------------------------------------------------------------------  --&gt;\r\n&lt;label for=\"first_name\"&gt;First Name&lt;\/label&gt;&lt;input  id=\"first_name\" maxlength=\"40\" name=\"first_name\" size=\"20\" type=\"text\" \/&gt;&lt;br&gt;\r\n&lt;label for=\"last_name\"&gt;Last Name&lt;\/label&gt;&lt;input  id=\"last_name\" maxlength=\"80\" name=\"last_name\" size=\"20\" type=\"text\" \/&gt;&lt;br&gt;\r\n&lt;label for=\"email\"&gt;Email&lt;\/label&gt;&lt;input  id=\"email\" maxlength=\"80\" name=\"email\" size=\"20\" type=\"text\" \/&gt;&lt;br&gt;\r\n&lt;label for=\"company\"&gt;Company&lt;\/label&gt;&lt;input  id=\"company\" maxlength=\"40\" name=\"company\" size=\"20\" type=\"text\" \/&gt;&lt;br&gt;\r\n\r\n&lt;label for=\"city\"&gt;City&lt;\/label&gt;&lt;input  id=\"city\" maxlength=\"40\" name=\"city\" size=\"20\" type=\"text\" \/&gt;&lt;br&gt;\r\n&lt;label for=\"state\"&gt;State\/Province&lt;\/label&gt;&lt;input  id=\"state\" maxlength=\"20\" name=\"state\" size=\"20\" type=\"text\" \/&gt;&lt;br&gt;\r\n&lt;input type=\"submit\" name=\"submit\"&gt;\r\n&lt;\/form&gt;\r\n<\/code><\/pre>\r\n<h3><b>\r\nStep 2: Login To NetLine Portal<\/b><\/h3>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Open<\/span> <a href=\"http:\/\/portal.netline.com\"><span style=\"font-weight: 400\">portal.netline.com<\/span><\/a><span style=\"font-weight: 400\"> and log in with your account credentials.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Once logged in, you\u2019ll land on your <\/span><b>NetLine Dashboard<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">From the left-hand sidebar, click on <\/span><b>Campaign<\/b><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/07__p7_d0_image11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15141\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/07__p7_d0_image11.png\" alt=\"\" width=\"1600\" height=\"652\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/07__p7_d0_image11.png 1600w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/07__p7_d0_image11-300x122.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/07__p7_d0_image11-1024x417.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/07__p7_d0_image11-768x313.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/07__p7_d0_image11-1536x626.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/a><\/span><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">From the list of campaigns, choose the one you\u2019d like to connect with Salesforce.<\/span><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/08__p7_d0_image171.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15142\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/08__p7_d0_image171.png\" alt=\"\" width=\"1600\" height=\"582\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/08__p7_d0_image171.png 1600w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/08__p7_d0_image171-300x109.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/08__p7_d0_image171-1024x372.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/08__p7_d0_image171-768x279.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/08__p7_d0_image171-1536x559.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/a><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">After setting up the campaign, click on <\/span><b>Fulfillment<\/b><span style=\"font-weight: 400\"> in the left-hand menu (under <\/span><i><span style=\"font-weight: 400\">Campaigns<\/span><\/i><span style=\"font-weight: 400\">).<\/span><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\">\r\n<a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/09__p8_d0_image71.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-15143 alignnone\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/09__p8_d0_image71.png\" alt=\"\" width=\"650\" height=\"915\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/09__p8_d0_image71.png 650w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/09__p8_d0_image71-213x300.png 213w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/a><\/span><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Go to the <\/span><b>Connector Fulfillment<\/b><span style=\"font-weight: 400\"> section.<\/span><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/10__p9_d0_image61.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15144\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/10__p9_d0_image61.png\" alt=\"\" width=\"1568\" height=\"936\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/10__p9_d0_image61.png 1568w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/10__p9_d0_image61-300x179.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/10__p9_d0_image61-1024x611.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/10__p9_d0_image61-768x458.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/10__p9_d0_image61-1536x917.png 1536w\" sizes=\"(max-width: 1568px) 100vw, 1568px\" \/><\/a><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Toggle <\/span><b>Enable Connector<\/b><span style=\"font-weight: 400\"> to <\/span><b>Yes.<\/b><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">In the <\/span><b>Connector Type<\/b><span style=\"font-weight: 400\"> dropdown, select <\/span><b>Salesforce<\/b><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\">.\r\n<a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/11__p9_d1_image91.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15145\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/11__p9_d1_image91.png\" alt=\"\" width=\"589\" height=\"236\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/11__p9_d1_image91.png 589w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/11__p9_d1_image91-300x120.png 300w\" sizes=\"(max-width: 589px) 100vw, 589px\" \/><\/a><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\">Click <b>Edit\/Setup<\/b> \u2014 this will open a popup window with configuration settings.<\/li>\r\n<\/ol>\r\n&nbsp;\r\n<h3><b>Step 3: Map Salesforce Form Fields to NetLine<\/b><\/h3>\r\n<ol>\r\n \t<li>Now we need to map each Salesforce field to the matching field in NetLine. This makes sure the data flows into the right place.Open the form content you copied from Salesforce. For each field, look for the word after name=. That is the field\u2019s <b><b>Salesforce field name\r\n<\/b><\/b>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Example: In the line<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">&lt;label for=&#8221;first_name&#8221;&gt;First Name&lt;\/label&gt;&lt;input id=&#8221;first_name&#8221; name=&#8221;first_name&#8221; &#8230;&gt;<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<b><b><span style=\"font-weight: 400\">The field name is <\/span>first_name<span style=\"font-weight: 400\">.\r\n<\/span><\/b><\/b><span style=\"font-weight: 400\">In NetLine, when setting up your connector, match the Salesforce field name to the corresponding NetLine field.<\/span>\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Example: Match <\/span><span style=\"font-weight: 400\">first_name<\/span><span style=\"font-weight: 400\"> in Salesforce to <\/span><b>First Name<\/b><span style=\"font-weight: 400\"> in NetLine.<\/span><\/li>\r\n<\/ul>\r\n<span style=\"font-weight: 400\">Repeat this for every field (last_name, email, company, city, state, etc.) and make sure to <\/span><b>remove <\/b><span style=\"font-weight: 400\">extra fields.<\/span>\r\n\r\n<span style=\"font-weight: 400\">Once all fields are matched, NetLine will know exactly where to send each piece of information in Salesforce.<\/span>\r\n\r\n<b>\u00a0<\/b><\/li>\r\n \t<li style=\"font-weight: 400\">After mapping all the fields, our standard fields will look something like this.<span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\">\r\n<a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/12__p10_d1_image131.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15146\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/12__p10_d1_image131.png\" alt=\"\" width=\"1641\" height=\"840\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/12__p10_d1_image131.png 1641w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/12__p10_d1_image131-300x154.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/12__p10_d1_image131-1024x524.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/12__p10_d1_image131-768x393.png 768w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/12__p10_d1_image131-1536x786.png 1536w\" sizes=\"(max-width: 1641px) 100vw, 1641px\" \/><\/a><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">In addition to the fields you mapped, Salesforce also requires two special values: <\/span><b>oid<\/b><span style=\"font-weight: 400\"> and <\/span><b>retURL<\/b><span style=\"font-weight: 400\"><span style=\"font-weight: 400\">. These don\u2019t change and must be entered exactly.\r\n<b><\/b><\/span><\/span>\r\n<ul>\r\n \t<li><b>retUrl<\/b><\/li>\r\n<\/ul>\r\n<ul>\r\n \t<li style=\"list-style-type: none\">\r\n<ul>\r\n \t<li style=\"list-style-type: none\">\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Enter this value:<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><a href=\"http:\/\/netline.com\/\"><span style=\"font-weight: 400\">http:\/\/netline.com\/<\/span><\/a><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<ul>\r\n \t<li><b>oid<\/b><\/li>\r\n<\/ul>\r\n<ul>\r\n \t<li style=\"list-style-type: none\">\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Go back to the Salesforce form content you copied earlier.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Find the line that looks like this:<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n&nbsp;\r\n<ul>\r\n \t<li style=\"list-style-type: none\">\r\n<ul>\r\n \t<li style=\"list-style-type: none\">\r\n<ul>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">&lt;input type=hidden name=&#8221;oid&#8221; value=&#8221;00Dd5000001Kzl7&#8243;&gt;<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>Copy the number shown inside value=&#8221;&#8230;&#8221;. (In this example it\u2019s 00Dd5000001Kzl7.)<\/li>\r\n \t<li>Paste that number into the <b>oid<\/b> field in NetLine.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li>Once you\u2019ve filled in the constant fields, it should look like this.<span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/14__p12_d0_image51.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15148\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/14__p12_d0_image51.png\" alt=\"\" width=\"1365\" height=\"794\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/14__p12_d0_image51.png 1365w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/14__p12_d0_image51-300x175.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/14__p12_d0_image51-1024x596.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/14__p12_d0_image51-768x447.png 768w\" sizes=\"(max-width: 1365px) 100vw, 1365px\" \/><\/a><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>Submit<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Now the Salesforce connector has been successfully added.<\/span><\/li>\r\n<\/ol>\r\n<a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/15__p12_d0_image151.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15149\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/15__p12_d0_image151.png\" alt=\"\" width=\"610\" height=\"297\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/15__p12_d0_image151.png 610w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/15__p12_d0_image151-300x146.png 300w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/a>\r\n<h3><b>Step 4: Test The Connection<\/b><\/h3>\r\n<ol>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">To test the connection, click on <\/span><b>Send Test<\/b><span style=\"font-weight: 400\"><span style=\"font-weight: 400\"><span style=\"font-weight: 400\">.\r\n<a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/16__p13_d0_image161.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15150\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/16__p13_d0_image161.png\" alt=\"\" width=\"647\" height=\"224\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/16__p13_d0_image161.png 647w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/16__p13_d0_image161-300x104.png 300w\" sizes=\"(max-width: 647px) 100vw, 647px\" \/><\/a><\/span><\/span><\/span><\/li>\r\n \t<li style=\"font-weight: 400\">A confirmation window will appear with all the fields you have mapped. Note: The default sends 5 test leads, but you can deselect the checkboxes at the top if you want to send less.<a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/17__p13_d0_image101.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15151\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/17__p13_d0_image101.png\" alt=\"\" width=\"1482\" height=\"793\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/17__p13_d0_image101.png 1482w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/17__p13_d0_image101-300x161.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/17__p13_d0_image101-1024x548.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/17__p13_d0_image101-768x411.png 768w\" sizes=\"(max-width: 1482px) 100vw, 1482px\" \/><\/a><\/li>\r\n \t<li style=\"font-weight: 400\">Click on <b>Submit.<\/b><\/li>\r\n \t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">After submitting, you should see the test leads appear in your <\/span><b>Salesforce Dashboard<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\r\n<\/ol>\r\n<span style=\"font-weight: 400\"><a href=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/18__p14_d0_image31.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15152\" src=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/18__p14_d0_image31.png\" alt=\"\" width=\"1465\" height=\"427\" srcset=\"https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/18__p14_d0_image31.png 1465w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/18__p14_d0_image31-300x87.png 300w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/18__p14_d0_image31-1024x298.png 1024w, https:\/\/commandcenter.netline.com\/wp-content\/uploads\/sites\/2\/2025\/09\/18__p14_d0_image31-768x224.png 768w\" sizes=\"(max-width: 1465px) 100vw, 1465px\" \/><\/a><\/span>\r\n\r\n&nbsp;\r\n\r\nIf the test leads don\u2019t appear within a few minutes, check your field mapping formatting to ensure the characters match exactly. Missing underscores, uppercase, and lowercase characters can throw off the connection.\r\n\r\n<span style=\"font-weight: 400\">Also, if you\u2019ve added custom fields in your NetLine form, make sure they have a place to go in Salesforce by creating a Custom Property.<\/span>\r\n\r\n&nbsp;\r\n<h3>Still Need Support?<\/h3>\r\n<span style=\"font-weight: 400\">If you get stuck, send a note to portal-support@netline.com \u2014 we\u2019ll help get you on your way in no time.<\/span>","protected":false},"excerpt":{"rendered":"Overview Integrating NetLine with Salesforce allows leads captured through your NetLine campaigns to automatically flow into your Salesforce, saving time and enabling instant follow-up. The setup is quick and requires no coding. In this guide, you\u2019ll: Create a form in&#8230;","protected":false},"author":4,"featured_media":15165,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,54,25,56,4],"tags":[],"_links":{"self":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/15133"}],"collection":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/comments?post=15133"}],"version-history":[{"count":20,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/15133\/revisions"}],"predecessor-version":[{"id":15172,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/15133\/revisions\/15172"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media\/15165"}],"wp:attachment":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media?parent=15133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/categories?post=15133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/tags?post=15133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}