Whether you are looking to send us custom attributes from SalesCloud to SalesWings in order to:
Get these custom attributes sent into your Marketing Cloud instance
Use these custom attributes to build a score with it
Use these custom attributes as a tag
You're definitely in the right place!
1) Create a custom attribute in your SalesWings instance
As explained in this guide, please create your custom attributes of the data you want to send in SalesWings. Depending on the value you want to send us from SalesForce, you can choose between numerical, true/false, or text.
In this example, we want to send the Contact NPS Score as a custom attribute.
Since it's a numerical value, we're going to set up in SalesWings a custom attribute with the type being a numerical value.
2) Set up Zapier
2.1 First, make sure to create a SalesWings API token as explained here.
Secondly, make sure Zapier and SalesWings are connected. Here's how to do so.
Once connected, go to Zapier and click on "Create Zap".
Here is the zap you want to create:
The first step of the Zap is to select the trigger "Updated Field on Record in SalesForce".
Once you have done that, select the field that you want to send as a custom attribute (in our example it's "Contact NPS Score").
2- Once this is done, the second step consists of sending the custom attribute to SalesWings via a Custom Request in Webhooks.
Select the "POST" method.
URL: https://helium.saleswings.pro/api/core/events
Data Pass-Through: False
Data:
{
"leadRefs": [
{
"value": "ZZZ",
"type": "email"
}
],
"kind": "YYY",
"data": "XXX",
"type": "tracking",
"values": {"custom_attribute_ID:WWW"}
}Note: Replace XXX, YYY, WWW and ZZZ with the data of your choice
Unflatten: No
Headers:
- Content-Type: application/json
- Authorization: Bearer YOUR_API_TOKEN(e.g., if the token is "1234abcd", the value of the Authorization header would be "Bearer 1234abcd"; the token is the one generated in the SalesWings API section of the settings page).
In our example, this is how it looks like:
It will show up like this in the Lead Intent Summary:
And in the Attributes section of the Lead Intent Summary we will see the custom attributes and its value:
