An automated workflow using zapier
Connects Drupal + Salesforce
Create leads in Salesforce for new content in Drupal
About this workflow template
This automation scenario allows you to connect Drupal and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Drupal and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Drupal
New Content in Drupal
Triggers when new content is created for any content type you specify.
Then this action happens in Salesforce
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create leads in Salesforce for new content in Drupal.
Part I
Configure Applications
First, we need to connect Drupal and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Drupal to Zapier.
Give Zapier access to your Drupal account, using Drupal credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Drupal
Choose the following trigger: New Content (Triggers when new content is created for any content type you specify.).
Then set up an Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Drupal and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create leads in Salesforce for new content in Drupal!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Create content
Creates new content for any content type you specify.
actionbyzapierCreate a content
Creates a new content for any content type you specify.
actionbyintegromatDelete a content
Deletes a content by type.
actionbyintegromatGet a content
Retrieves a сontent based on type.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatUpdate a content
Updates a content by type.
actionbyintegromat
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
