Export Leads from a CSV file to Salesforce
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
The purpose of this workflow is to capture leads from a CSV file and use these to create and update contacts in Salesforce.
This workflow is fired every time a CSV file is added to a Tray form:
To implement this workflow, you will need the following:
API credentials for Salesforce
A CSV file with the correct column setup. You can use this template to set up your CSV file.
Click Use Template to deploy the template in your chosen Workspace.
Then take the following steps to configure the workflow and start submitting leads for processing:
The workflow will then start the process of pulling the leads into Salesforce.
Key workflow stepsCopy
The following diagram gives a simplified breakdown of the key steps in the workflow:
The workflow uses the Data Mapper to dynamically respond to the 'Lead Source' in the CSV file and maps it to a machine-readable format:
Organic Search --> ORGANIC_SEARCH
Paid Search --> PAID_SEARCH
Email marketing --> EMAIL_MARKETING
This can then be passed to the Salesforce 'Lead Source' when creating / updating contacts:
This Object Helpers step transforms the CSV column headers into a standard object with fields in the following format:
First Name --> first_name
Last Name --> last_name
Lead Source --> lead_source
Note that the actual value for Lead Source ('Paid Search', 'Referrals' etc.) is mapped according to the data mapping section above.
For each lead we will then have a simple object which can be easily accessed by later Salesforce steps using jsonpaths such as
The lead’s email address is validated for the appropriate
Create / Update contactsCopy
A search is made for an existing contact in Salesforce using the lead’s email address as the unique identifier.
If a Salesforce contact exists, update the contact record.
If a Salesforce contact does not exist, create a new contact record using the standard object.