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How to import contacts from Salesforce to Nunify

1. From the event's dashboard, click on "Event settings" from the sidebar


2. Click on "Integrations" from the tab on top


3. Click on "Add integration" in the top right corner


4. Open the What to sync menu


5. Click on "Salesforce contacts in" and add the integration


6. You can amap the fields accordingly and click on "Activate"


7. Go back by clicking on "Integrations"


8. Copy this link under new registration which will help you later in the process


Create an outbound message in Salesforce

9. Login to your salesforce dashboard from https://login.salesforce.com.

10. Open Setup


11. Click on Quick Find and search for Outbound Messages.


12. Click on Outbound Messages under Workflow Actions.


13. Click on New Outbound Message.


14. Select "Contact" as the Object and click on the Next Button.


15. Enter "Export contacts to Nunify" as the Name. The Unique Name should get filled automatically. Paste the URL that you copied in Step 4 in the Endpoint URL field.


16. Make sure "Id" is included in the Selected Fields and click on "Save".


Setup a flow to send contact to Nunify

17. Search for flows from Quick Find and click on "Flows" under Process Automation.


18. Click "New Flow"


19. Click "Activate"


20. Select "Record-Triggered Flow" and click "Create"


21. Select "Contact" from the "Object" field


22. Select "A record is created or updated" under "Trigger the Flow When:" and click on Save


23. Enter "Export contacts to Nunify" as Flow Label. The Flow API Name will get filled up automatically. Click "Save"


24. Click on the + button to add a new step


25. Search and select "Action"


26. Search for "Export contacts to nunify" in Action and select the same


27. Enter "Export contact message" as the label, the API name should get filled up automatically and then click on "Done"


28. Click "Save" to save the flow


29. Click "Activate" to activate the flow.


30. The integration is now setup and any new Contacts added to your Salesforce account will automatically be imported into your Nunify Event.


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