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 In order to send us the custom attribute from SalesForce to SalesWings, we're going to set up a Zap.
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.

As an URL, please add: https://to.go.saleswingsapp.com/

In Data, please add the code below:

{ "p": "XX", -> add your PID
"url": "https://to.go.saleswingsapp.com/",
"email":"XX"-> please insert here the email of the latest test trigger you have done in 2.1
"kind":"XX", -> Select how you want to name the custom attribute that will be displayed in the Lead Intent Summary
"data": "XX", Select how you want to name the custom attribute that will be displayed next to kind in the Lead Intent Summary. You can also insert the field of the latest test trigger you want to send us as done in 2.1
"e":"post-event",

"values": {"XX":XX} -> In the first bracket, please insert the ID of the custom attribute we have added in section 1. In the second bracket, please insert the field of the latest test trigger you want to send us as done in 2.1
}


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:

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