An automated workflow using zapier
Connects SmartReach + Salesforce
Update Salesforce lead status when new prospects' email is found to be invalid in SmartReach.io
About this workflow template
This automation scenario allows you to connect SmartReach and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.
SmartReach and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in SmartReach
New Invalid Email in SmartReach
Triggers when a prospect's email is found to be invalid.
Then this action happens in Salesforce
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 Salesforce lead status when new prospects' email is found to be invalid in SmartReach.io.
Part I
Configure Applications
First, we need to connect SmartReach and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SmartReach to Zapier.
Give Zapier access to your SmartReach account, using SmartReach 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 SmartReach
Choose the following trigger: New Invalid Email (Triggers when a prospect's email is found to be invalid.).
Then set up an 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 SmartReach 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 Update Salesforce lead status when new prospects' email is found to be invalid in SmartReach.io!
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 a prospect
Creates a new prospect.
actionbyintegromatCreate prospect
Creates a prospect.
actionbyzapierpabbly-connectAdd tags to prospect
Add tags to an existing prospect.
actionbyzapierAssign prospect to campaign
Assigns prospect to a campaign.
actionbyzapierAdd domain to "do not contact" list
Adds a new domain to Do Not Contact List.
actionbyzapierAdd email to "do not contact" list
Adds a new email to Do Not Contact List.
actionbyzapier
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.
