Connect Salesforce and KlickTipp

The Benefits of Using KlickTipp and Salesforce Commerce Cloud

• Automated data transfer: Contacts are synchronized in real time—this reduces manual work and minimizes errors.
• Personalized campaigns: Use order and browsing data to create precise segments and context-based emails.
• Reactivation and revenue growth: Create automated abandoned cart workflows and follow-up emails to recover lost sales.
• GDPR-compliant and opt-in-friendly: Synchronize only authorized contacts, respect opt-ins, and maintain full control over your data.

Synchronize Salesforce Contacts with KlickTipp via Make

Requirements

• An active KlickTipp account with API access (API key available).
• A Make account to import and run the template.
• Salesforce account with administrator privileges (permission to create a Connected App and custom fields).
• Salesforce user with API access and read/write permissions for Leads, Contacts, and their custom fields.
• Specify which Salesforce objects should be synchronized (Leads, Contacts, or both) and create a basic field mapping plan (email is required).

Setup in Your KlickTipp Account

Create Data Fields in KlickTipp

• Salesforce ID  (text field)

Define or Create KlickTipp Tags

• Salesforce | Topic – Customer
• Salesforce | Topic – ABC
• Salesforce | Send transactional email
• Salesforce | Create a contact in Salesforce
• Salesforce | Contact Created in Salesforce

Further Preparation in KlickTipp

• Create a webhook that sends data to your automation, and link it to the corresponding tag (Salesforce | Send contact to Salesforce).
• Set up an additional webhook for deletion requests from your email recipients.
  • Recipients can request deletion via the unsubscribe links in your emails.
  • Add this webhook to the settings of your privacy dashboard so that the data is automatically sent to your Make automation as soon as a contact requests deletion.
• Then create all landing pages or email campaigns that are to be triggered by CRM events.
  • Define the tag and field names you want to use for segmentation and automations in advance.
  • If you don’t currently need any campaigns or pages, no further preparations are required in KlickTipp.

Preparations in Salesforce

Create a Connected App (for OAuth/API access)

• Go to Salesforce Setup → App Manager → New Connected App.
• Enter a descriptive name, e.g., → KlickTipp Integration App.
• Enable the OAuth settings and add at least the following OAuth scopes:
  • Access And Manage Your Data (api)
  • Perform Requests On Your Behalf (refresh_token, offline_access)
• Add a callback URL placeholder if Make requires it (Make will display the correct redirect URI during the connection).
• Save the app and note down the Client ID (Consumer Key) and Client Secret.
• Ensure that the Connected App is authorized for the user performing the integration and that the OAuth policies allow the use of the app.

Enable Topics (optional)

• Enable topics in the setup if you want to use them, and create new topics if necessary (depending on your Salesforce edition).
• Make sure the topics are visible in the contact or lead overview if you want to display them on the record page.

Create Custom Fields on Lead and Contact Objects

• Go to Setup → Object Manager → Contact.
• Create new custom fields and set field-level security and visibility on the page layouts:
  • KlickTipp ID — Text field
  • Birthday — Date (if not already present)
  • KlickTipp Marketing Status — Picklist with the following values:
    • Opt-In Pending
    • Subscribed
    • Unsubscribed
• Save the fields and add them to the corresponding page layouts so that they are visible on records.

Assign Permissions

• Make sure that the Salesforce user who is using Make has read/write access to:
  • the custom fields
  • the Lead and Contact objects

Import Template, Set up and Test the Integration

Create or Update Contacts from Salesforce in KlickTipp

Smoke Test (New Data Set)

• Create a new lead in Salesforce with a valid email address.
• Verify that the Make scenario is running (use the scenario execution log in Make).
• Confirm that the contact appears in KlickTipp with the correct fields and the tag → Salesforce | Contact created in Salesforce.

Update Test

• Update the Salesforce record (e.g., change the First Name, segment field, or status).
• Confirm that Make updates the KlickTipp contact fields.
• Verify that tags are added or removed according to your logic.

Synchronizing existing Contacts

• Create a contact in Salesforce that has the same email address as an existing KlickTipp contact.
• Verify that the scenario updates the existing KlickTipp contact instead of creating a duplicate.

Batch/historical Synchronization

• Use a Salesforce report or Make’s List/Iterator pattern to retrieve all leads/contacts and run them through the same creation or update steps.
• Start with a small batch to test the results, then proceed with the full synchronization.

Edge Cases and Error Handling

• Test data records without email addresses, data with errors, and fields with restricted permissions.
• Ensure that the scenario logs errors and handles retries correctly.
• Tip: Use test runs and the execution history in Make to verify payloads. Check tagging and sample contacts in KlickTipp to confirm that field mappings are correct. Also, verify the opt-in process and ensure that the marketing status mapping complies with the consent rules.

Activate Scenario

• Set the Make scenario to Active and specify an appropriate time interval (real-time webhooks or frequent queries for near real-time).

Configure Error Handling

• Add notifications (email/Slack).
• Enable automatic retries for temporary errors.

Monitor the First Run

• Monitor the first 24–72 hours closely.
• Check whether the number of records, field mappings, and tags meet expectations.

Routine Maintenance

• Keep your Salesforce app credentials up to date.
• Document changes to the assigned fields.
• Communicate synchronization changes to your team.

Performance & Limits

• Process records in batches when working with large data volumes.
• Increase query frequency with caution to avoid exceeding API limits in Salesforce or KlickTipp.

Links & Next Steps

• Tagging Best Practices: KlickTipp Tagging Guide
• More Integrations & Inspiration: KlickTipp Integrations

Result

• Reduced manual data entry
• Improved responsiveness
• Trigger targeted emails in KlickTipp using CRM-driven tags—saving time and increasing relevance.

Create or Update KlickTipp Contacts in Salesforce

Prepare Test Data Sets

• Create a small sample of test leads and contacts in Salesforce with valid email addresses and different segment values.

Perform a Test Run

• Run the scenario for these records in test mode in Make.
• Observe the module output for each step.

Check in KlickTipp

• Confirm that contacts are being created or updated.
• Check that the fields are filled in correctly.
• Verify that the expected tags for activating the webhook are present.

Test Edge Cases

• Change fields in Salesforce or the subscription status to validate the addition or removal of tags.

Run the Scenario in Test Mode

• Run the scenario manually in Make using a simulated record deletion event, or delete a test record in Salesforce while the scenario is running in → Run Once  mode.
• Observe the output of each module.

Simulate Failure Scenarios

• For example, test for missing email addresses or authorization errors.
• Make sure that the error handling module detects and reports problems.

Final Check

• Check the KlickTipp marketing status and the opt-in process for newly created contacts.
• Ensure that user consent is respected and that double opt-in procedures are carried out correctly.

Enable Make Scenario

• After successful testing, set the scenario to → On  so that it runs automatically.

Monitor Initial Operations

• Monitor the scenario log and changes to KlickTipp contacts during the first 24–72 hours.
• Check contact numbers and watch for unexpected tagging patterns.

Set up Notifications

• Keep error notifications enabled to receive immediate feedback in case of malfunctions.

Test and Iterate

• Regularly compare Salesforce and KlickTipp contact counts as well as key fields (email, marketing status).
• Adjust field mappings and tag logic as you gain more experience with real data.

Next Steps

• Use tags and synchronized fields to trigger KlickTipp campaigns or Smart Lists.
• For two-way synchronization (e.g., unsubscribes back to Salesforce), import the supplementary Make template for updates from KlickTipp to Salesforce.

Retrieve deleted contacts from Salesforce and remove them from KlickTipp

Prepare Test Records in Salesforce

• Create two test records.
• Make sure they include an email address and, if available, the custom KlickTipp ID.

Import or Update in KlickTipp (optional)

• If you want to test how existing contacts are deleted, create the corresponding contacts in KlickTipp using the correct Salesforce Record ID or email address.
• Apply the corresponding Salesforce tags (e.g., → Salesforce | Contact).

Run the Scenario in Test Mode

• Run the scenario manually in Make using a simulated record deletion event, or delete a test record in Salesforce while the scenario is running in → Run Once  mode.
• Observe the output of each module.

Review Search Behavior

• Make sure the Delete Contact module finds the correct KlickTipp contact using the Salesforce Record ID or the email address.
• If it isn't found, check the field values and the mapping.

Confirm Deletion or Tagging

• Check in KlickTipp to see if the contact has been deleted.

Check Logs and Notifications

• Check error-handling routes, Google Sheets logs, or Slack notifications for failed runs.
• Adjust mappings and permissions, and rerun the tests until the results meet your expectations.

Mass Safety Check

• Before processing a large number of records, test with a small batch (5–20) to avoid accidental mass deletions.
• For your first bulk operations, consider tagging instead of deleting so you can review the results first.

Final Review

• Confirm the field mappings and verify that the KlickTipp custom fields are present.

Activate Scenario

• In Make, change the scenario from Draft to → On.
• Monitor the first few runs closely in the Execution History.

Monitor and Verify

• During the first 24–72 hours, review the logs and a sample of processed records to ensure everything is working correctly.

Iterate and Automate

• If everything is correct, leave the scenario enabled.
• Add monitoring alerts (email/Slack) for errors and periodically check the logs.

Delete Contacts from KlickTipp in Salesforce

Check Authentication

• Authenticate both the Salesforce and KlickTipp modules in Make.
• Perform a test call to ensure that the connection is working properly.

Test the Extinguishing Procedure

• Send an email to your test contact via KlickTipp.
• Delete the test contact using the unsubscribe link in the email.
• Verify that the KlickTipp contact has been deleted correctly.

Check Salesforce

• Check to see if the contact has also been removed from Salesforce.

Check Logs and Handle Errors

• View the execution history of the scenario in Make.
• If necessary, rerun any failed executions.

Final Review

• Confirm all mappings and the selected deletion strategy—such as permanent deletion (hard delete) versus tagging—with the stakeholders.

Activate Scenario

• Switch the scenario in Make from → Draft  to → On.
• Select → Instant  for webhook/stream triggers, or set an appropriate polling interval for watch modules.

Monitor Initial Operations

• Monitor the process during the first 24–72 hours.
• Check for unexpected deletions or mapping errors, and pause the scenario if problems arise.

Configure Notifications & Alerts

• Enable email, Slack, or ticket notifications for errors so you're notified immediately.

Tasks after Activation

• Run a reconciliation report to compare the contact lists in Salesforce and KlickTipp and verify that the synchronization is complete.
• Plan and test bidirectional updates as needed (e.g., changes in KlickTipp back to Salesforce).

Next Steps

Here's what you can do next in KlickTipp once the integration is up and running:

• Enable email campaigns: Automatically launch welcome or nurture sequences as soon as Salesforce assigns the tag → Salesforce | Lead or Salesforce | Contact.
• Segment leads: Use synchronized Salesforce tags and custom fields to create smart lists and advanced segments for personalized messages.
• Automations based on CRM status: Use the KlickTipp Marketing Status field to automatically trigger reactivation, confirmation, or unsubscription processes.
• Bidirectional updates: If the Salesforce record ID is stored in KlickTipp, changes made in KlickTipp (e.g., unsubscriptions) can be synchronized back to Salesforce via a complementary Make scenario.
• Sales follow-ups: Use segment tags such as Deal Stage to automatically trigger sales-oriented email sequences or internal notifications.
• Handling Deletions or Archiving: Use the Make template “Get deleted contacts” to remove or mark deleted Salesforce contacts in KlickTipp and keep your lists consistent.

Summary

Additional Resources

• KlickTipp Integrations
• KlickTipp Make Connector
• Salesforce Developers Documentation