98% Technical Support Satisfaction Rating Have Questions? Explore our Help Center.

Converting Leads in Salesforce using Formula fields and Process Builder in tandem with integration

Hey there!

Need to convert Leads in Salesforce using Formula fields and Process Builder (Workflow) automatically without doing it manually? 

Worry no more as SyncApps will help you do the trick to save you a lot of time! Check out the example process below as this might work for your integration needs!

What you need:

Fields for Mapping

You will need to have these fields (Or Custom Fields) in Salesforce and in Mailchimp to have this populated for the Formula field.

Let’s say, you’ll be using the “Lead Score” and “Opportunity” (Custom field) field. 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 Sync Profiles (1 for Leads and 1 for Contacts)

If the Lead record is converted into a Contact, the Leads Sync Profile 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.

Example case:

Leads Sync Profile 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 Sync Profile will be syncing the converted Lead to the Contacts Audience.

blobid0.png

Need a walkthrough from our experts?

Hit us up 24/7 at support@cazoomi.com today!








Have more questions? Submit a request

Comments

Cazoomi Resources