Quarra Italia Salesforce Lead Integration
Overview
Quarra Italia shares a Salesforce instance with Quarra USA (Quarra Stone). As the Quarra Italia website goes live, website inquiry forms need to route leads directly into Salesforce — differentiated from Quarra USA leads by a company/division field. The same integration is planned for the existing Quarra USA website, which currently routes inquiries to email only.
This pattern — CRM-connected contact forms with division-level routing — is a best practice applicable to any multi-brand or multi-division client sharing a single Salesforce org.
Integration Design
Company/Division Field
A new field (e.g., "Company" or "Division") will be added to the Salesforce Lead object. When a lead comes in from the Quarra Italia website, this field is set to Quarra Italia; leads from Quarra USA are set to Quarra USA (or equivalent). This enables:
- Filtered reporting by division
- Conditional field display based on division selection
- Separate pipeline tracking within a shared org
"We'd create a field that said something like company or division. And then if Quarra Italia is selected, then we know to route... you can filter it or anything."
— Mark Hope, Asymmetric
Form-to-Lead Automation
Website contact form submissions will be automated to create new Lead records in Salesforce directly, bypassing email-only routing. During the initial launch period (1–2 months), form submissions will also BCC an Asymmetric address for monitoring.
Quarra USA Extension
The same automation will be applied to the Quarra USA website, which currently sends inquiries to sales@quarrastone.com without CRM capture. This was flagged as a gap during the meeting and added to the near-term roadmap.
"If you're getting an inquiry, it's a best practice for that inquiry to go right into the CRM as a lead."
— Mark Hope
Status
| Item | Status | Owner |
|---|---|---|
| Add company/division field to Salesforce | Planned | Mark Hope |
| Quarra Italia contact form → Salesforce | Planned | Asymmetric (Melissa) |
| Quarra USA contact form → Salesforce | In backlog (~1 month) | Asymmetric (Karly) |
| Salesforce session with Fede to configure | To be scheduled | Mark Hope |
Action Items
- [ ] Schedule Salesforce working session with Fede to configure the Italia division field and lead routing logic (@Mark Hope)
- [ ] Configure Quarra Italia Contact Us form to send submissions to Salesforce as leads (@Melissa Cusumano)
- [ ] Set Contact Us form to send to
info@quarraitalia.com; BCC Asymmetric for first 1–2 months (@Melissa Cusumano) - [ ] Extend Salesforce form integration to Quarra USA website (@Karly Oykhman)
Related
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