An automated workflow using zapier
Connects Salesforce + WooRank
Update new leads in Salesforce with WooRank reviews
About this workflow template
This automation scenario allows you to connect Salesforce and WooRank
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.
How it works?
When this trigger fires in Salesforce
New Record in Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Then these actions happen in Salesforce and Salesforce
Create Review in WooRank
Create a WooRank Review for a given URL. If the URL is already in our system this action will update its data. If the URL can't be found in our system the Review will be created for the first time
Update Record in Salesforce
Updates an existing record for 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 Update new leads in Salesforce with WooRank reviews.
Part I
Configure Applications
First, we need to connect Salesforce and WooRank to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Connect WooRank to Zapier.
Give Zapier access to your WooRank account, using WooRank 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 Salesforce
Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.).
Then set up an Action for WooRank
Choose this action: Create Review (Create a WooRank Review for a given URL. If the URL is already in our system this action will update its data. If the URL can't be found in our system the Review will be created for the first time).
Then set up another Action for Salesforce
Choose this action: Update Record (Updates an existing record for 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 Salesforce and WooRank.
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 Update new leads in Salesforce with WooRank reviews!
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 review
Create a WooRank Review for a given URL. If the URL is already in our system this action will update its data. If the URL can't be found in our system the Review will be created for the first time
actionbyzapierCreate review pdf
Create a WooRank Review PDF report for a given URL
actionbyzapierFind review
Find WooRank Review data for a given URL.
actionbyzapierNew pdf template
Triggers when a new PDF template is added.
triggerbyzapier
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.
