Bubble.io and Salesforce integration: Step-by-Step Guide 2024

Integrating Bubble.io with Salesforce will allow you to take advantage of the advanced CRM capabilities of Salesforce within your Bubble.io applications. Let's follow the steps below to successfully integrate Bubble.io with Salesforce:

Step 1: Prepare Your Salesforce Account

Before you can start integrating, you need to ensure that you have a Salesforce Account that allows API access. Not all Salesforce editions come with API access, so it's essential to verify this first.

You will also need to create a new "Connected App" in Salesforce to enable the OAuth2 process between Bubble.io and Salesforce:

1.1. Log in to your Salesforce Account.

1.2. Navigate to the "App Manager."

1.3. Click on "New Connected App."

1.4. Fill in the necessary information such as "Connected App Name," "API Name," and "Contact Email."

1.5. In the "API (Enable OAuth Settings)" section, click on "Enable OAuth Settings."

1.6. For the "Callback URL" section, you might need to give the URL of your Bubble.io app.

1.7. In the "Selected OAuth Scopes," allow "Full access (full)."

1.8. Click "Save," and it will give you a Consumer Key and Consumer Secret, which you will use later.

Step 2: Set Up API Connector in Bubble.io

In Bubble.io, you will use the 'API Connector' plugin. If you haven't installed it yet, do this first:

2.1. Go to your Bubble dashboard and click on your app.

2.2. In the left sidebar, locate and click on "Plugins."

2.3. In the new window, click on "Add plugins."

2.4. Search for "API Connector" and install it.

Now, you can add a new API:

2.5. Open the API Connector (Plugins -> API Connector) and click on "Add another API."

2.6. Set the name of the new API. For example, "Salesforce."

2.7. Tick the "Use as Action" and "Use as data" boxes.

2.8. Select "Self-handled or OAuth2" in the "Authentication" dropdown.

2.9. Fill in the Connection settings. For "App id/Key" and "Secret key," use the Consumer Key and Consumer Secret from Step 1.

2.10. For the Access token endpoint and User Profile endpoint, you need to look for the appropriate URLs in your Salesforce account. Typically, it will follow the pattern https://login.salesforce.com/services/oauth2/token and https://login.salesforce.com/services/oauth2/userinfo.

2.11. Save the API.

Step 3: Initialize API Call

After saving, we need to initialize the API call:

3.1. In the API Connector, under your Salesforce API settings, click on the "Add another call" button.

3.2. Give the call a name, for example, "Get Leads."

3.3. For the Data Type, choose "JSON."

3.4. Set the Method to "GET."

3.5. Set the URL to the appropriate URL from Salesforce. This URL will depend on what data you are trying to access. For example, for leads, the URL might look like https://yourInstance.salesforce.com/services/data/vXX.X/sobjects/Lead/.

3.6. Click on "Initialize call."
Once the call to your Salesforce API is set up and initialized, you can use the "Get Leads" API call you have created within your Bubble.io app when setting up workflows.

And that's it! You've successfully integrated Bubble.io with Salesforce. Depending on your specific integration needs, you may need to set up and initialize more API calls to get or send different types of data. Remember to always follow the Salesforce API documentation closely when setting up these calls.