Cheerful + Salesforce integration

How the Salesforce integration works

The agent works through Salesforce’s own records and queries, which suits enterprise teams where influencer spend has to show up in the same reports as every other channel.

What can you do with Cheerful and Salesforce?

5 ways influencer teams use this connection today. Each one is something the agent does now, not a roadmap item.

• Log influencer deals as Salesforce opportunities

  Each agreed collaboration becomes an opportunity with the fee as the amount, so finance sees creator spend next to paid social and events instead of in a separate spreadsheet.

  1. Creator agrees a fee
  2. Your automation runs
  3. Opportunity with the amount

• Add influencers to a Salesforce campaign for attribution

  The agent can create a Salesforce campaign that mirrors a Cheerful campaign and add each opted-in creator’s contact or lead to it, which is what most Salesforce attribution models key on.

• Check influencers against Salesforce before outreach

  Before outreach, ask the agent to check the shortlist against Salesforce with a query, so a creator who is already a customer, partner or active lead is flagged instead of cold-pitched.

• Add notes and tasks to a creator’s Salesforce account

  For creators tied to a retail or agency account, the agent can attach a note or task to the related record so account owners see what was agreed.

• Create Salesforce leads from creators who opt in

  When a creator opts in, the agent can create a lead or a contact, whichever your org uses, with the fields you name.

What Cheerful's agent can do in Salesforce

Salesforce exposes 185 actions to Cheerful’s agent, including:

• Create and update leads
• Create and update contacts
• Create and update opportunities
• Create a Salesforce campaign
• Add a contact or lead to a campaign
• Run a SOQL query or search across objects
• Associate a contact with an account
• Create notes and tasks, and complete tasks

How to connect Salesforce to Cheerful

Setup takes 4 steps. Connected apps are added from the app catalogue in Settings.

1. 1

   In Cheerful, open Settings, go to Integrations and search the catalogue for Salesforce.

2. 2

   Click the tile and sign in with your Salesforce org through Salesforce’s OAuth screen. Use an account with permission to create the objects you want the agent to write.

3. 3

   Cheerful hands you to chat. Tell the agent which objects to use (lead or contact, which opportunity stage) so its writes match how your org is set up.

4. 4

   Automations are set up in chat on a campaign. They run when a creator opts in, replies or is added to the campaign, or on a schedule, and the agent tests each one on a real creator thread before you switch it on.

What the Salesforce integration does not do

Stated plainly, so you can plan around it before you connect.

Cheerful and Salesforce: common questions

Does Cheerful integrate with Salesforce?

Yes, as a connected app. After you sign in from the Settings catalogue, Cheerful’s agent can create and update leads, contacts and opportunities, run SOQL queries and add creators to Salesforce campaigns.

Can influencer collaborations show up as Salesforce opportunities?

Yes. The agent can create an opportunity when a creator agrees to terms, with the agreed fee as the amount, either when you ask or through a campaign automation.

Does Cheerful read my Salesforce data?

Only when a task needs it, for example a query to check whether a creator is already a contact. It does not import or sync your Salesforce records.

Can I track influencer spend in Salesforce?

Yes. Each agreed collaboration can become an opportunity with the fee as the amount, so creator spend appears in the same pipeline reports as other channels.

Why did a Salesforce write fail?

Your org’s validation rules and required custom fields still apply to the agent. If a required field is missing, Salesforce rejects the write; tell the agent which value to use.

Is the Salesforce integration free?

Connecting Salesforce is available in Cheerful, which is free to start. Your Salesforce edition must allow API access.

Often connected alongside Salesforce

• HubSpotConnected app · CRMLog opted-in creators as contacts and collaborations as deals
• PipedriveConnected app · CRMA creator pipeline where deals move as terms, shipping and posts happen
• AttioConnected app · CRMCreators as Attio records, on a list with stages and notes
• DocuSignConnected app · E-signatureSend your creator agreement from a DocuSign template when terms are agreed

See all integrations, or read which tools Cheerful integrates with for the native integrations and the ones that do not exist yet.