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Increase business opportunities! How to automatically notify Slack in a timely manner when a lead is generated
In order to increase business negotiations in BtoB, it is important to approach generated leads in a timely manner, but many companies are not making effective malta phone number library use of MA tools or are not able to coordinate marketing and inside sales...
In this sequel, we will show you how to automatically notify users who visit your website via Slack .
>> Learn more about how to use Salesforce to get business deals in a short time! <<
table of contents
How to automatically notify site visitors
1. Increment the page view count by 1 for each visitor's page view (Account Engagement)
2. Send Slack notifications and set a notification flag when a certain number of pages are reached (Salesforce)
<How to create a message>
3. Reset the number of page views when the date changes (Salesforce)
summary
How to automatically notify site visitors
The overall system can be roughly divided into the following three steps:
We will explain the details in each step, but by making the following settings, you will be automatically notified in Slack when users who visit your site view a page a certain number of times.
Increment the page view count by 1 for each visitor's page view (Account Engagement)
Automatic notification in Slack when a certain number of pages are reached (Salesforce)
Reset page view count items when the date changes (Salesforce)
1. Increment the page view count by 1 for each visitor's page view (Account Engagement)
1) Creating the "Number of Page Views" and "Slack Notification Flag" Items
As a preliminary step, create fields for the number of page views and the Slack notification flag.
Please note that if the API names (field name in Salesforce, custom field ID in Account Engagement) are different, there will be no integration between Account Engagement and Salesforce, so make sure they are the same.
*The Slack notified flag is not used on the Account Engagement side, so it only needs to be created on the Salesforce side.
■Salesforce
Settings > Object Manager > Search for "Lead" in the search box > Set from fields and relationships
