TrustRadius offers the ability to set up a webhook to deliver your TrustRadius leads to Salesforce. Leads you collect on TrustRadius will be created as new Lead records in your Salesforce instance


Key Notes: 

  • To start collecting leads through TrustRadius, you must have a leads license and enable your lead form. 
  • To set up a Salesforce webhook, you'll need your Salesforce OID, endpoint URL and field names. Follow the instructions in this article to find them.


To set up your webhook:

  1. Follow the instructions in this article to find your Salesforce OID, endpoint URL and field names.
  2. In a web browser, navigate to TrustRadius. Click For Vendors > Access Vendor Portal. Log into your TrustRadius account.
  3. In the side navigation menu, click Buyers > Leads Webhook. 
  4. On the "Salesforce" tab, enter the following information. You can find these values in the Salesforce sample HTML that you generated in this article.:
    • Endpoint URL - Copy and paste your endpoint URL into this field. 
    • OID - Copy and paste your OID value into this field.
    • In the "Map lead form fields" section, map your lead form fields to their corresponding field names in Salesforce.  Enter the corresponding names in the "Salesforce Field" column.
  5. Once you've completed all required fields, click Save Changes.
  6. To send a test lead, click Send Test Lead. TrustRadius will send a test lead to your Salesforce instance and provide feedback on whether it was successfully delivered or not. The test lead will appear in your Leads list in Salesforce with the following data: 
    1. Name:  Test User
    2. Email address:  test@trustradius.com
    3. Company: TrustRadius

Once the webhook is successfully figured, TrustRadius leads will be delivered instantly to your Salesforce instance.