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How do I integrate Salesforce with Growth99+?

The Salesforce integration sends contacts, leads, and (optionally) SMS and email messages from Growth99+ into your Salesforce org. Setup is more involved than most Growth99+ integrations because Salesforce requires you to create an External Client App, enable Client Credentials Flow, generate API credentials, and grant API access through a Permission Set.

 

Before you start, make sure you have:

  • Admin access to your Growth99+ account
  • Salesforce System Administrator access (needed to create External Client Apps and modify System Permissions)
  • Your Salesforce My Domain URL (we'll copy it in Step 5)

Step 1: Access the Salesforce Integration in Growth99+

  1. Log in to Growth99+ using your credentials at app.growth99.com.
  2. Navigate to your profile to access integration settings.
  3. Click on Third-Party Integrations.

 

  1. Under API Integration, select the Data Outgoing tab, locate Salesforce, and click Connect.

Step 2: Set Up Outgoing Data Integration with Salesforce

This setup allows contacts and messages to flow from Growth99+ to Salesforce.

  1. On the Data Outgoing tab, click Connect for Salesforce.



  1. In a separate browser window or tab, log in to your Salesforce account at welcome.salesforce.com.

  2. Access the App Manager to generate the Consumer Key and Consumer Secret:
    1. Click the gear icon (⚙️) in the top-right corner and select Setup.
    2. In the Quick Find search box on the left, type "App Manager".
    3. Click App Manager under the Apps section.



  1. In the App Manager, click New External Client App.

 



  1. Fill in the required application details:

    1. Basic Details: Provide External Client App Name and API Name (e.g., Growth99 Contact), Contact Email, and set Distribution State to "Packaged".



  1. API (Enable OAuth Settings): Check Enable OAuth, enter Callback URL (https://app.growth99.com/), and add OAuth Scopes (Manage user data via APIs (api) and Full access (full)).



  1. Flow Enablement: Check Enable client credentials flow and click Save.



  1. After saving, you will be redirected to the Policy page. Click Edit to enable Client Credentials Flow and App Authorization.



  1. In App Manager, open External Client App Manager, locate your newly created app, and click Edit Settings.



  1. Scroll down to the OAuth section and click Consumer Key and Secret.



  1. Re-authenticate if prompted. Copy both the Consumer Key and Consumer Secret and store them securely.



  1. Create a new Permission Set in Salesforce by clicking New under Permission Sets.



  1. Enter a Label for the permission set and click Save.



  1. On the next screen, click System Permissions.



  1. Click Edit to modify the system permissions.



  1. Enable the API Enabled option and click Save.



  1. Navigate to My Domain in Salesforce and copy your Domain URL.

Step 3: Complete Integration & View History

  1. Return to Growth99+, enter the copied credentials (Instance URL, Consumer Key, and Consumer Secret), and click Save.



  1. Once connected, you can manage, disable, or disconnect the integration.



  1. Check the history log anytime to track outgoing data synced between Growth99+ and Salesforce.