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Connecting SalesNexus

Use a SalesNexus login token and account-specific contact field IDs to create or update contacts.

What SalesNexus needs

SalesNexus API v1 sends requests to one call endpoint. Record fields are addressed by integer field IDs, so LeadToSheet needs your login token and the field IDs you want to populate.

  • A SalesNexus login token. Use a permanent authorization token for production, or a temporary get-login-token token for testing.
  • The integer field ID for email. LeadToSheet matches contacts by this field.
  • Optional field IDs for full name, first name, last name, company, phone, and message.

Find field IDs

  1. 1

    Call get-all-fields

    Use the SalesNexus API docs runner or your API client to call get-all-fields with your login token.

  2. 2

    Copy the Unique Id values

    SalesNexus record APIs reference the Unique Id from each field result. Paste those integer IDs into LeadToSheet.

  3. 3

    Test and save

    LeadToSheet validates the token by calling get-all-fields, then saves the field IDs for future lead deliveries.

Tip

Only the email field ID is required. LeadToSheet calls update-contact with create-if-not-updated enabled, matching on your email field ID before creating a new contact.