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SmartyApp + Salesforce Integration Guide

Connecting SmartyApp to Salesforce allows your team to sync key data between the two systems, enabling faster workflows and reducing manual entry. Follow this guide to complete your integration.

Step 1: Review the Mapping File

We’ve included a sample mapping JSON file to help guide your integration. This file shows how SmartyApp fields map to Salesforce fields across the Account, Opportunity, and Lead objects.

Download the Sample Mapping File:

Each entry includes:
 

  • The SmartyApp property name (e.g., fein, annualRevenue, dateEstablished)

  • The corresponding Salesforce field name

  • Any options (for picklists) or constraints (e.g., max length)

Example:

{

"property": "fein",

"mapping": {

    "fieldName": "Federal_Tax_ID__c",

    "maxLength": 9 }

}

Step 2: Fill Out the Mapping Spreadsheet

Download the Mapping File:

Here’s a high-level overview of some commonly used fields in each object:

 

Lead

•fein → Fed_Tax_ID__c

•entityType → Type_of_Entity__c

•dateEstablished → Business_Start_Date_Current_Ownership__c

 

Opportunity

•ssn → SSN__c

•amountRequested → Amount_Requested__c

 

Account

•fein → Federal_Tax_ID__c

•averageBankBalance → Average_Bank_Balance__c

Next Steps

Once we receive your completed mapping spreadsheet, we’ll configure the integration on our end and schedule a test sync to ensure data flows correctly between SmartyApp and Salesforce.

The SmartyApp Difference

Integrate and Sync your applications directly with Salesforce, LendSaaS and more!

Simple, mobile friendly experience that enables customers & sales reps to generate applications on the go.

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