Set up a one-way sync to use your Salesforce lists within HQ
Axios HQ invites you to connect your current Salesforce distribution lists and sync them to Axios HQ. As your email lists change you won’t have to worry about updating your audience to match in Axios HQ. Updates will sync automatically!
Important note: Our CRM sync is a one-way connection, bringing information from your CRM to Axios HQ. If a subscriber opts out of your HQ series, remember this change won’t update in your CRM automatically.
⭐ Salesforce CRM Sync requires an upgrade from the Essential Package.
1. Contact HQ and begin Merge.dev setup
🛠️ How it works
- Reach out to your account manager or email help@axioshq.com to receive a link that will help get you started.
- Axios HQ will share a link with you that will send you to merge.dev. This is the platform where you will kick off your sync.
- Once you navigate to the platform, you will be asked to select your category. Select "Customer Relationship Management," and under "Select Integration," choose Salesforce.
- When asked "How would you like to authenticate," select "I want to use my Salesforce credentials." Then click "Next."
- Review the permissions Axios HQ is requesting, then click "Continue."
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In the next step enter your Salesforce subdomain.
- If you are unsure what your subdomain is, navigate to Salesforce and log in. You will be able to see your subdomain in the top right corner, under your Profile.
- Log in with your Salesforce credentials if you haven't already done so, then click "Finish Setup!"
2. Complete your configuration & select setup options
Select setup options
Once connected to Salesforce, Axios HQ can bring your recipients into the platform in one of the following configurations.
Recipients will sync to HQ:
- As individuals, unaffiliated with a group (All Contacts)
- In segments based on the company they are part of (All Companies)
- In segments based on their industry (All Industries)
- In segments based on your custom list views, developed in your CRM (All Contact Lists)
By default, Axios HQ will sync All Contact Lists, unless another sync type is specified.
Once these groups are synced to the platform, you can leverage any of the available segments or individuals you’d like in order to craft your audience! Let us know how you’d like to organize your contacts and we’ll be sure to set up your sync accordingly.
Once you've successfully completed the steps above and selected your setup configuration, send it over to us via our Secure Sharefile Folder. We recommend sending this as a .txt document; find a convenient template here.