How to integrate Mautic with Salesforce

This article describes how to set up the integration between Salesforce and Mautic, including how to configure the integration to pass Mautic Activities into SalesForce and some Recommendations & Best Practices. This integration leverages the REST API and the only Salesforce editions that enable APIs are:

If your Salesforce account is not one of the above, please contact your Salesforce rep to learn about upgrade options. If you have one of the Salesforce Editions listed above, please follow the steps below to enable the plugin

Steps on how to enable the Mautic Salesforce plugin

  1. Get the Salesforce credentials

Here is the official documentation about how to get the key and secret.

Setting up Mautic’s Activities in Salesforce

You have two options with the Salesforce integration to push Mautic activities into Salesforce. One option is to pass the activities into a custom object that allows the activities to be reportable. The other way is to set up a custom URL field in Salesforce and then Mautic will insert a contact’s timeline link.

Option 1: Make activities reportable – you first need to set up a custom object in your Salesforce instance. Please set up the object as it is described below

Step 1: On the initial screen of creating a custom object, make sure the Label field is populated with the value Timeline and the Object Name is mautic_timeline. This will auto-populate a few fields and then you have the option to populate other fields that haven’t pre-populated with values that relate to your business or this object. These additional fields do not impact the activities.

Step 2: When you save this initial screen, you will be taken to the custom objects screen where you can set up the custom fields. Create the 7 custom fields that match the below format exactly:

Step 3: When enabling the activity object, you need to tick the Activity checkbox in the Mautic plugin configuration and also specify the namespace prefix if it's available in Salesforce.

Step 4: On the Mautic side, make sure Activity is checked in the Features tab of the Salesforce plugin.

Step 5 (repeat for both leads and contacts): Edit the layout, and scroll to the related list for the Mautic timeline. Click the wrench to edit, and select Activity Date from Available Fields and add it to the Selected Fields. Save the layout.

For more help with editing related lists in Salesforce, visit the Salesforce help center

Step 6: Unpublish your plugin then re-publish. Save and close

Once you re-publish the plugin, Mautic will look at all of your contacts from the last 7 days then update those corresponding contacts or leads in Salesforce with the correct activities. The activity sync API takes about 8-10 minutes to push activities over from Mautic to Salesforce.

Option 2: Contact’s timeline link – you need to create a custom URL field within Salesforce. On the Mautic plugin page, go to the Contact Mapping tab and search for the newly created URL field in the list of Salesforce fields. Map this field to the Mautic, Contact’s timeline link field. This will display a link in Salesforce that, when clicked on, will open a new window, displaying all activities related to the contact. This is the same view that you have within Mautic’s timeline history on individual contact records.

Note – these items will not be reportable within Salesforce.

Since you’ll need to determine the direction of the update, within the mapping, choose the arrow that points from Mautic to Salesforce. In order for your sales reps to click on the link and view the contact’s history, they will need to be set up as users within Mautic.

Test the plugin

If you want to test an integration plugin to ensure that it is configured properly, you have 3 options on how to do that. A contact can be pushed to integration via these places:

Use any of those triggers to test the plugin and see if the contact appears in the integration.

Recommendations and Best Practices

Article Number: 23
Author: Jul 11, 2022
Last Updated: Oct 5, 2022
Author: Favour Kelvin [[email protected]]

Online URL: