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Integration Service activities

Sync contact and opportunity in Act! 365 whenever a new opportunity is created in CRM

Summary: The purpose of this automation is to synchronize contact and opportunity information in Act! 365, whenever a new opportunity is created in CRM.

Applications Used: This process integrates Salesforce and Act! 365.

Description: Opportunities in Salesforce can originate from several sources, which could range from potential customers to partners. To qualify or prospect the lead further, so as to convert it into an opportunity or a customer account, a corresponding contact must be created in marketing systems such as Act! 365.

This enables the creation of customized campaigns. Furthermore, an opportunity in CRM can also be created in the same system so as to link and track the contact along with the opportunity.

The workflow uses:

  • iContact's Create Contact and Create Opportunity activities.
  • Salesforce's Opportunity Created event.
  • The Search Records activity.

Workflow​

TIP: To save time, consider using the Sync contact and opportunity in Act! 365 whenever a new opportunity is created in CRM template available in Studio Web to construct this workflow.

  1. Open Studio Web and create a new project. In the How to start the automation field, select Event based. You are presented with a window that enables you to search for the trigger you want to start the automation with. Navigate to Salesforce > Opportunity Created.

  2. Configure the Opportunity Created activity as follows:

    1. Establish your Salesforce connection.
    2. Apply any additional filters if necessary.
    3. Feel free to rename the trigger activity to better suit your use case.

  3. Add the Search Records activity to your workflow. At this juncture, pass the output of the previous Trigger activity to retrieve primary contact details. Within this activity:

    1. Select the Select object input parameter and choose Contact.
    2. Select Manage Properties, select Where, then select Update fields.
    3. Select See more on the right side of the Where input field, select Open expression editor, and enter AccountId='"+_out_ConnectorTriggerActivity_1__Opportunity.AccountId+"'. Then select Save.

  4. Add a Create Contact activity to your workflow. Here, pass the output of the previous Trigger activity as input to add subscriber details. During this activity:

    1. Select First name, search for FirstName, and then select Use FirstName of first item.
    2. Select Last name, search for LastName, and choose Use LastName of first item.
    3. Select Email address, search for Email, and then choose Use Email of first item.
    4. Configure any additional options, if needed.

  5. Add the Create Opportunity activity to your workflow. Again, pass the output of the previous Trigger activity as input, this time for adding the opportunity details. In this activity:

    1. Select Opportunity title, search for Name, and then select Opportunity.Name.
    2. Select Total, search for Amount, and then choose Opportunity.Name.value.
    3. Select Description, look for Description, and then choose Opportunity.Description.

Publish:

You are ready to either publish or run the project. For publishing:

  • Select the Publish button at the top of the workflow.

  • Enter details such as the automation name, description, and the assigned workspace.

  • The automation version will load automatically.

  • Workflow​

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