You are a Salesforce user and wish to enhance the automation of your prospecting by synchronizing your CRM with Datananas? Discover here several interesting ways to connect Salesforce and Datananas using Zapier. To assist you in setting up automations between the two solutions, we also recommend that you consult this article which presents the elements that can be automated in Datananas via Zapier.
Here is a detailed description of the main use cases:
Find contacts
Schedule meetings
Detect opportunities among your cold contacts
Generate traffic to your landing pages
Are you using our Connect extension to supply your prospecting with new contacts? The following zap will enable you to automate the creation of these contacts in your CRM when they are added to Datananas.
Select Datananas as the “trigger” application for your zap.
Among the “trigger events”, choose “New Contact”.
Test your zap by connecting your Datananas account and define the test contact whose data will be used to verify the proper functioning of your zap throughout the process
Select “Salesforce” as the target application for your action
Use the “Action Event” "Create Lead"
Connect your Salesforce account
Use the drop-down menus to match the Salesforce and Datananas field values
Validate and test your zap using the data of the contact selected in step 1
Once this zap is activated, any contact added to Datananas will also be created in your CRM.
NB: If you wish to restrict this automation solely to contacts created using Datananas Connect, it is in particular possible to add an additional filter step to your zap. Configure the filter so that it validates the zap only if the “Contact LinkedIn url” field is filled in on your Datananas contact. This field is filled in automatically when creating a contact using Datananas Connect.
Datananas makes it easy to qualify lists of cold prospects.
By using a meeting proposal as a call to action, you can secure appointments without picking up your phone.
The AI embedded in Datananas analyzes the content of each response received in order to determine its nature. It is possible to use this response status (positive, negative, etc.) as a Zapier trigger, in order, for example, to create a new contact in your CRM for each positive response received. Here is how to proceed:
Select Datananas as the “trigger” application for your zap
Among the “trigger events”, choose “New Reply”
Connect your Datananas account
Choose from all the types of responses those that seem the most relevant to you
Test your zap and define the test contact whose data will be used to verify that your zap is functioning correctly throughout the process
Select “Salesforce” as the target application for your action
Use the “Action Event” "Create Lead"
Connect your Salesforce account
Use the drop-down menus to match the Salesforce and Datananas field values
Confirm and test your zap using the data of the contact selected in step 1
Once this zap is activated, the receipt of any new response with a category that is among those selected in step 1 will trigger the creation of a contact in Salesforce.
By using Datananas to optimise your appointment scheduling and by selecting only the “positive” responses when creating this zap, you will therefore be able to automate in Salesforce the creation of contacts who have accepted an appointment.
Many prospects, often originating from inbound, arrive in your CRM without being sufficiently qualified to justify a sales representative’s call. What should be done with these prospects then? A good practice is to design sequences intended to collect the key information that will enable you to qualify, or not, your prospects using business signals such as, for example, their level of equipment or the duration of their commitment with a potential competitor.
When an opportunity is detected, you will be able to qualify your prospect in Datananas and the following zap will allow you to automate the creation of the contact in your CRM.
Select Datananas as the “trigger” application for your zap
Among the “trigger events”, choose “Contact Status Updated”
Connect your Datananas account
Choose from all available statuses those that seem most relevant to you (here we recommend “Qualified”)
Test your zap and define the test contact whose data will be used to verify the correct functioning of your zap throughout the process
Select “Salesforce” as the target application for your action
Use the “Action Event” "Create Lead"
Connect your Salesforce account
Use the drop-down menus to match the Salesforce and Datananas field values
Validate and test your zap using the data of the contact selected in step 1
Once this zap is activated, each click on the “qualify” button on a contact record in Datananas will trigger the creation of the lead in Salesforce.
Emails sent via Datananas have a better engagement and deliverability rate than marketing emails using templates sent through shared servers. Using Datananas to share a link to one of your landing pages that includes a form is therefore a good way to boost your conversion rate.
Synchronizing your CRM with Datananas using Zapier will allow you to remove from sequence the converted prospects who have completed your forms.
Here is an example of a Zap performing this function:
Select “Salesforce” as the “trigger” application for your Zap
Choose the “New lead” trigger
Connect and then select your Salesforce account
Add a step to your Zap and select Datananas
Choose the action “Find Contact by Email”. This will allow you to retrieve all the information about your prospects stored in Datananas based on the email address of the new subscriber
Connect Zapier to your Datananas account
Use the drop-down menu by clicking on the icon to the right of the field (you will see all contact data sent by Salesforce appear) and select the prospect’s email
Proceed to test the step. The test will be validated if the sample contact selected in step 1 exists with the same email address in your Datananas account
Add a step to your Zap and select Datananas.
Choose the action “Unsubscribe Contact from Sequence”
Select your Datananas account again
In the “Sequence ID” field, use the drop-down menu to select your invitation sequence from your Datananas sequences. In the “Contact ID” field, using the drop-down menu, select “Use a custom value” (at the bottom of the list). A new field appears. It allows you to select a value from those available in the previous steps. Select step 2, “Find Contact by Email” with Datananas. Finally, choose the “ID” value
Add a step to your Zap and select Datananas.
Choose the “Update Contact” action
Select your Datananas account again
Use the dropdown menu of the “id” field to select the “ID” value from step 2 (“Find Contact by email” in Datananas)
Select the “Qualified” value for the “Status” field using the dropdown menu
Once this Zap is activated, each new lead created in Salesforce will be unsubscribed from Datananas sequences (it may be added again to a sequence in the future).
Some form-building tools are directly compatible with Zapier. This makes it possible to trigger the Zap only after the relevant form has been completed rather than at each lead creation. To learn how to set up this type of Zap, read our guide dedicated to Livestorm, a platform designed to organize webinars: https://intercom.help/datananas/fr/articles/3414208-livestorm-x-zapier
