Before you start
Ora can use Salesforce to pull leads/contacts for campaigns. Ora can also write the emails to Salesforce fields if you're looking to integrate Ora emails into another tool (ex. SalesLoft or Outreach).
Make sure you have:
Salesforce Admin access
1) If you're using the integration to pull lead/contact lists, you'll need to give Ora permission to read reports, and have access to see the email of the contact or lead within that report.
2) If you're pushing emails into Ora - you must be able to create 5 fields on the Contact object. Ora will then need permission to write to these custom objects.
Pulling Leads/Contacts into an Ora Campaign
Ora campaigns need leads. Here's how to connect reports to pipe leads into your next Ora campaign.
Step 1: Click the Salesforce icon in Ora
You’ll be prompted to log into your Salesforce account
Once connected, you’ll be able to sync reports from your CRM
Step 2: Select your report
You can connect:
Contact reports (most common)
Lead reports (if your team is working earlier in the funnel)
Don’t worry about filtering personas, Ora will sort them for you based on roles and departments.
Pushing Ora Emails into Salesforce
Ora can push the email content into Salesforce. This is great if you'd like pipe Ora's emails into other tools like Clay, SalesLoft, Outreach, Gong, etc.
Step 1: Confirm field access
To complete setup, Ora needs 6 custom contact-level fields in Salesforce to deliver emails:
Field Name | Type | Used For |
Ora_Subject__c | Text | Custom subject lines for outbound |
Ora_Body_1__c | Long Text | First email in the sequence |
Ora_Body_2__c | Long Text | Follow-up #1 |
Ora_Body_3__c | Long Text | Follow-up #2 |
Ora_Body_4__c | Long Text | Follow-up #3 |
Ora_Campaign_ID__c | Text | Ora Campaign ID |
These fields can be mapped into Salesloft, Outreach, or another SEP (Sales Engagement Platform) to run the sequence.
Connecting Ora to SalesLoft
Connecting Ora to Outreach
Ora can also push it's research and reasoning into Salesforce. These fields can be used to help with cold calling prep, meeting prep, or additional context to be used when manually editing emails. Ora needs the following 10 fields to deliver research and reasoning:
Field Name | Type | Used For |
Ora_Company_Challenges__c | Long Text | Company Challenges Reasoned by Ora |
Ora_Company_Roadmap__c | Long Text | Company Roadmap Reasoned by Ora |
Ora_KPIs__c | Long Text | Relevant KPIs Reasoned by Ora |
Ora_Long_Term_Goals__c | Long Text | Long Term Goals for Recipient Reasoned by Ora |
Ora_Potential_Consequences__c | Long Text | Potential Consequences Faced by Recipient for Not Hitting Goals Reasoned by Ora |
Ora_Problem_Value__c | Long Text | Challenge Faced by Recipient Connected to Value from Sender Reasoned by Ora |
Ora_Psychographics__c | Long Text | Person Psychographics Reasoned by Ora |
Ora_Relevant_Industry_Language__c | Long Text | Relevant Industry Terms Reasoned by Ora |
Ora_Roadblocks__c | Long Text | Person & Company Roadblocks Reasoned by Ora |
Ora_Roadmap__c | Long Text | Person & Company Roadmap Reasoned by Ora |
Ora can use one or all of the fields
Step 2: Ensure All Leads in Ora Campaign exist in Salesforce
You can ensure this by connecting the Ora campaign directly to a Salesforce report. But, if you choose to upload leads from a CSV, it's important to note that Ora can write to existing contacts, but will not create new contacts.
Step 3: Launch with SEP Mode
When you launch, using SEP (sales engagement platform) mode, we'll push the Ora emails to the existing contacts within Salesforce.
NOTE: Ora's SEP mode currently only supports a single sender. Ora campaigns are designed to write from it's assigned sender. If you want to push emails for multiple senders, duplicate the campaign and assign a new sender.
Ora will then write to the new fields established in Step 1. Please reference the following guides if you're building automations to pull these emails into other platforms.
Connecting Ora to SalesLoft
Connecting Ora to Outreach
Reach out if you need help setting up your integration via our live chat or at [email protected].