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:
Create the Custom Attribute in the SalesWings settings
Create an new Zap in Zapier
Use the third party application as a "Trigger in Zapier" where you want to collect data from
Use the Zapier "Action" named "Webhooks by Zapier" to send data to SalesWings Custom Attributes. Select "Custom Request" as "Action Event"
Action parameters should be as below:
Leave everything empty that is not defined below
Method: POST
Data Pass-Through: False
Unflatten: No
Headers:
- Content-Type: application/json
- Authorization: Bearer YOUR_API_TOKEN
(e.g., if the token is "1234abcd", the value of Authorization header would be "Bearer 1234abcd"; the token is the one generated in the SalesWings API section of the settings page).
Data
Use this script to send a single value to SalesWings:
Sending TEXT values:
When sending "Text" custom attribute values, you have to put quotation marks ("xxx") at the beginning and the end of the values:
{
"leadRefs": [
{ "value": "1. Invitee Email",
"type": "email"
}
],
"kind": "SCHEDULED",
"data": "1. EventType Name",
"type": "tracking"
"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,
{
"leadRefs": [
{ "value": "1. Invitee Email",
"type": "email"
}
],
"kind": "SCHEDULED",
"data": "1. EventType Name",
"type": "tracking"
"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 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
{
"leadRefs": [
{ "value": "1. Invitee Email",
"type": "email"
}
],
"kind": "SCHEDULED",
"data": "1. EventType Name", //input from the previous steps
"type": "tracking"
"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}
}
Replace "XXXX " values witha fixed or dynamic value:
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.
7. Test > The lead and value should show up in your SalesWings cockpit
8. Save
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Appendix
Zapier templated to collect data from Formstack:
Where to find a specific Custom Attribute ID in the SalesWings settings under Custom Attributes (shows example):
