Need to convert Leads in Salesforce using Formula fields and Process Builder (Workflow) automatically when their Mailchimp Rating reaches a certain level?
Check out the example process below, as this might work for your integration needs!
What you'll need:
Field Mapping
To have this populated for the Formula field, you will need to have these field mapping in Salesforce and Mailchimp.
Let’s say, you’ll use the “Lead Score” and “Opportunity” field mapping. These are both important fields for the Salesforce Formula fields as these need to be populated for the Formula field to take effect.
Example fields:
- Lead Score = (Mapped from Mailchimp - Member/Contact Rating)
- (Salesforce Custom Field) Opportunity = Closed-won
Salesforce Formula Field
Create a Formula field like Field C (Customer Status) is the sum of Field A (Lead Score) and Field B (Opportunity).
Example Formula:
If “Lead Score” is equal to “5” and the “Opportunity” is “Closed-won,” then the result will be “Qualified-won” (Field C; Customer Status)
Salesforce Workflow
This will automatically do a trigger/action if a certain field is populated with the correct criteria. In this case, if Field C in Salesforce is populated with the correct criteria, the record will automatically be converted into a Contact.
Example workflow:
If Customer Status is equal to “Qualified-won,” trigger/action will be to convert that Lead record into a Contact.
2 Set Ups (1 for Leads and 1 for Contacts)
If the Lead record is converted into a Contact, the Leads Set Up will remove the Lead record in Mailchimp Leads Audience; then the Converted Lead record will now be a Contact type then will be synced to the Mailchimp Contacts Audience (Delete converted leads feature in the Leads Set Up should be enabled)
Example case:
Leads Set Up is where the qualification happens and for field mapping to convert the Lead into a Contact. The Lead record will be removed from the Leads Audience.
Contacts Set Up will be syncing the converted Lead to the Contacts Audience.
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