[PROD] Implement: Funnel Salesforce >> Encharge
JFQueralt opened this issue · 0 comments
JFQueralt commented
Problem
Salesforce and Encharge.io are not connected platforms and thus Contacts on Salesforce are not synced automatically with Encharge.
Objectives
- Sync Salesforce Contacts with Encharge Contacts
- Respect the same Segments defined in Salesforce and transpose them into Encharge
Proposed solution
Create an n8n scheduled script that syncs SF Contacts to Encharge Contacts.
Extra information
-
Must have
-- Scheduled Salesforce Contacts >> Contacts Encharge sync
-- Fields and assignments as per documentation: http://TIOF.Click/DocsInfrastructureCustomFields
-- Must respect the SF Field Encharge (TIOF_Sync_Encharge__c) -
Should have
-- -
Could have
-- Webhook for async invokes.
Resources
Technical documentation
http://TIOF.Click/DocsInfrastructureFunnels
http://TIOF.Click/DocsInfrastructureSalesforce
http://TIOF.Click/DocsInfrastructureCustomFields