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Once you connect Blinq, there are two things to set up on the Salesforce side: enabling Notes so Blinq can sync them, and adding Blinq’s custom fields to your Contact or Lead page layout so they’re visible in Salesforce. Access both from the Setup menu in Salesforce.

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Enable Notes in Salesforce

Blinq syncs contact notes to Salesforce as Notes on the associated record. You need to enable Notes in your Salesforce account; without it, note sync won’t work.
1

Open Setup

In Salesforce, click the Setup gear icon in the top right.
2

Find Notes Settings

In the Setup search bar, type Notes Settings.
3

Enable Notes

Check Enable Notes and save your changes.

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Add Blinq fields to your page layout

For additional guidance on editing page layouts, see the Salesforce Help Center.
When you connect Blinq, it automatically creates the following custom fields in your Salesforce account. They won’t appear in your Contact or Lead views until you add them to your page layout. Blinq creates the following fields automatically in Salesforce:
  • Blinq Contact Tags: contact-level tags applied in Blinq.
  • Blinq Workspace Tags: workspace-level tags.
  • Blinq Campaign Tags: campaign tags from linked Blinq campaigns.
  • Blinq Campaigns: campaign names.
  • Blinq Card Link: a direct link to the contact’s Blinq card.
You’ll also want to add Notes to your page layout. Blinq contact notes sync directly into the native Notes feature in Salesforce, but Notes may not appear on Contact or Lead records by default. To add Blinq fields to your page layout:
1

Open Setup

In Salesforce, click the Setup gear icon in the top right.
2

Open Object Manager

In the Quick Find search box, type Object Manager.
3

Select your object

Select Lead or Contact depending on how you’d like to sync your Blinq contacts to Salesforce.
4

Open Page Layouts

Click Page Layouts in the left sidebar, then select the layout you want to update.
5

Add Blinq fields

In the layout editor, find the Fields section in the palette on the left. Search for Blinq to filter the custom fields. Drag each Blinq field from the palette onto the layout where you’d like it to appear.
6

Add Notes

To add Notes, scroll to the Related Lists section of the palette and drag Notes & Attachments onto the layout.
7

Click Save and you're done.

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Need help?

For any questions or issues, contact Blinq support or email support@blinq.me.