You can send almost any data to SalesWings, which is stored in other software applications using our "Custom Attributes" functionality and Zapier.

Use cases are endless...

  • Diversify data points to qualify leads, or segment leads

  • Surface diverse data to sales team inside Salesforce and other CRM (see below "Attributes")

  • Collect data in SalesWings to send into Salesforce Marketing Cloud, Salesforce CRM (coming soon), and more

  • Collect form data to score inbound leads

  • Many more (let us know what you have in mind!)

Examples include:

  • CRM data from Salesforce etc.

  • Form data from web form tools

  • Chat bot answers

  • Meeting scheduling tools

  • Webinar tools

  • ...

How to video (step-by-step guide below):

To send data, you need to:

  1. Create the Custom Attribute in the SalesWings settings

  2. Connect SalesWings to Zapier

  3. Create an new Zap in Zapier

  4. Use the third party application as a "Trigger in Zapier" where you want to collect data from

  5. Use the Zapier "Action" named "Webhooks by Zapier" to send data to SalesWings Custom Attributes

  6. Select "Custom Request" as "Action Event"

  7. Action set up:

Use this script to send a single value to SalesWings:

Sending TEXT values:

  • When sending "Text" custom attribute values, you have to put the quotation marks ("xxx") at the beginning and the end of the values:

    "company size"

{
"p": "XXXXX_SALESWINGS_ACCOUNT_ID_XXXXX",
"url": "https://to.go.saleswingsapp.com/",
"email":"XXXXX_EMAIL_ADDRESS_COLLECTED_ON_THIRD_PARTY_TOOL_XXXXX",
"kind":"XXXXX_EVENT_CATEGORY_NAME_XXXXX",
"data": "XXXXX_EVENT_NAME_XXXXX",
"e":"post-event",
"values": { "XXXXX_CUSTOM_ATTRIBUTE_ID_1_XXXXX" : "XXXXX_CUSTOM_ATTRIBUTE_TEXT_VALUE_1_XXXXX"}
}

Sending NUMERIC or BOOLEAN values:

  • When sending "Boolean" or "Numeric" custom attribute values, you have to remove the quotation marks, for example

    4587698

    true

{
"p": "XXXXX_SALESWINGS_ACCOUNT_ID_XXXXX",
"url": "https://to.go.saleswingsapp.com/",
"email":"XXXXX_EMAIL_ADDRESS_COLLECTED_ON_THIRD_PARTY_TOOL_XXXXX",
"kind":"XXXXX_EVENT_CATEGORY_NAME_XXXXX",
"data": "XXXXX_EVENT_NAME_XXXXX",
"e":"post-event",
"values": { "XXXXX_CUSTOM_ATTRIBUTE_ID_1_XXXXX" : XXXXX_CUSTOM_ATTRIBUTE_NUMBER/BOOLEAN_VALUE_1_XXXXX}
}

Add additional "values" in order to send multiple custom attributes in a single script to SalesWings (example sending 3 values):

  • When sending "Text" custom attribute values, you have to put the quotation marks ("xxx") at the beginning and the end of the values:

    "company size"

  • When sending "Boolean" or "Numeric" custom attribute values, you have to remove the quotation marks, for example

    4587698

    true

{
"p": "XXXXX_SALESWINGS_ACCOUNT_ID_XXXXX",
"url": "https://to.go.saleswingsapp.com/",
"email":"XXXXX_EMAIL_ADDRESS_COLLECTED_ON_THIRD_PARTY_TOOL_XXXXX",
"kind":"XXXXX_EVENT_CATEGORY_NAME_XXXXX",
"data": "XXXXX_EVENT_NAME_XXXXX",
"e":"post-event",
"values": { "XXXXX_CUSTOM_ATTRIBUTE_ID_1_XXXXX" : "XXXXX_CUSTOM_ATTRIBUTE_TEXT_VALUE_1_XXXXX",
"XXXXX_CUSTOM_ATTRIBUTE_ID_2_XXXXX":XXXXX_CUSTOM_ATTRIBUTE_NUMBER_VALUE_2_XXXXX",
"XXXXX_CUSTOM_ATTRIBUTE_ID_3_XXXXX":XXXXX_CUSTOM_ATTRIBUTE_BOOLEAN_VALUE_3_XXXXX}
}

The values with the XXXX you need to replace with a fixed or dynamic value:

XXXXX_SALESWINGS_ACCOUNT_ID_XXXXX

= your SalesWings account's project ID

XXXXX_EMAIL_ADDRESS_COLLECTED_ON_THIRD_PARTY_TOOL_XXXXX

= the email address of the lead to whom you want to attach the custom attributes

XXXXX_EVENT_CATEGORY_NAME_XXXXX

= Sending data to SalesWings is stored as an "event" or activity. Give this event a category here (text/variable), for example: "CRM data" or "Form submission"

XXXXX_EVENT_NAME_XXXXX

= Sending data to SalesWings is stored as an "event" or activity. Give this event a name here (text/variable), for example: "Collected data" or "Purchase"

XXXXX_CUSTOM_ATTRIBUTE_ID_1_XXXXX

= Put the exact ID from the SalesWings settings of the Custom attribute that you want to push the data to (see screenshot below).

XXXXX_CUSTOM_ATTRIBUTE_VALUE_1_XXXXX

= Put the value to send to SalesWings of the custom attribute, usually represented by data that has been collected from the Trigger step's software (for example a form answer from a form field.

8. Test > The lead and value should show up in your SalesWings cockpit

9. Save

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Appendix

  • Zapier templated to collect data from Formstack:

https://zapier.com/shared/ab9daf1647c6e0ac8e153ae66071ad310502911a

  • Where to find a specific Custom Attribute ID in the SalesWings settings under Custom Attributes (shows example):

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