Your commercial strategy and activities involve several challenges and requirements:
Contacting your leads at the most appropriate time
Having up-to-date data to avoid missteps and synchronization errors with your team
Being able to rely on high-quality data outside your usual CRM environment, for marketing purposes for example.
Adding a new subscriber to your Sarbacane communications following the opt-in of a Salesforce lead.
Removing a prospect from Salesforce following the opt-out of a Sarbacane contact.
Sending an email via Sarbacane Campaigns following a change in the status of a Salesforce lead.
Sending an email via Sarbacane Campaigns following a specific action by a lead whose behavior is tracked in Salesforce.
Updating a Sarbacane Contacts data column following the scheduling of an appointment by a Salesforce prospect.
Go to the Zapier page dedicated to the Sarbacane and Salesforce connector.
After logging in via your Google account and reading and accepting the general terms and conditions, choose the desired event: this is the one that will globally trigger the action.
In the list, choose the Salesforce data set that you wish to synchronize.
In the next steps, still on Zapier, specify the required data (row, column, value, etc.).
After the first automatic test, you will be invited to repeat these steps for configuring the desired automatic actions on Sarbacane.
A final test confirms the link between your Salesforce actions and Sarbacane Contacts.
Good to know: it is possible to automate the updating of data from Salesforce to Sarbacane, and vice versa. However, the possible actions from Salesforce to Sarbacane Suite are more numerous than the other way around.
