Connecting Salesforce and Reverse Contact via Zapier allows you to automate workflows between these services effortlessly. We've prepared a detailed guide to walk you through the process step by step. Here’s how you can get started:
1- Navigate to https://zapier.com/app/zaps
2- Click "Create Zap"
3- Click the "Search…" field.
4- Type "salesforce"
5- Click "Salesforce"
6- Click the "*EventRequired" field.
7- Choose your event, here is "New Record".
8- Click "Continue"
9- Click "Sign in"
10- Click here.
11- Click on the environment; I advise you to first test with a sandbox account.
12- Click "Yes, Continue to Salesforce"
13- Login to Salesforce
14- If credentials are wrong, try using your custom Salesforce domain.
15- Click on Allow to allow Zapier to read and write on Salesforce
16- Click "Continue"
17- Click "Choose value…"
18- Click on "Contact"
19- Click "Continue"
20- Click "Test trigger"
21- Click "Continue"
22- Create a new action step and choose "Reverse Contact."
23- Click the "Event" field.
24- Click on Find Profile.
25- Click "Continue"
26- If you never sign in to Reverse Contact on Zapier, you have to sign in with the "Sign In" button. A window appears to connect with your Reverse Contact API key that you can find here: https://app.reversecontact.com/api
27- Click "Continue"
28- Click on the Email Address field.
29- Select the Email in the Salesforce trigger step
30- Click here.
31- Click "Continue"
32- Click "Test action"
33- Click "Close"
34- Now we enriched via Reverse Contact the email, we will update the contact in Salesforce
35- Click "Salesforce"
36- Click the Event field.
37- Click on Update Contact.
38- Click "Continue"
39- Click "Continue"
40- Click "Record to Update"
41- Click "Custom"
42- Click "1. New Record in Salesforce"
43- Click the contact "ID"
44- Now, you can update as many fields as you want. Example with Last Name here:
45- Click "2. Find Profile in Reverse Contact"
46- Click "Person Last Name"
💡 You can see that there are "line items" in the Reverse Contact data return via Zapier (line values separated by a comma). If you wish to select only one item from a line item, you can do so via a zapier "Format" action. Here's a tutorial: https://help.zapier.com/hc/en-us/articles/8496308258189-Convert-line-items-into-text-strings
47- Example with First Name here:
48- Click "2. Find Profile in Reverse Contact"
49- Click "Person First Name"
50- Example with Job Title here:
51- Click "2. Find Profile in Reverse Contact"
52- Type "job" in the search bar
53- Select the latest position of the profile
54- Type "location" in the search bar
55- Once you set all the field you need, you can click on "Continue"
56- Click "Test action"
57- Click "Close"
Now, as Reverse Contact send person (contact in salesforce) data but also company (account in salesforce) data, we will see how to update Account properties.
58- Click here to add a new action step
59- Click "Salesforce"
60- Click the "Event" field.
61- Click on Update Record.
62- Click "Continue"
63- Click "Continue"
64- Click "Choose value…"
65- Click "Account"
66- Click "Record to Update"
67- Click "Custom"
68- Click "1. New Record in Salesforce"
69- Click on the "Account Id"
70- Now we can update Account properties with Reverse Contact data. Here is an example to update the Account Name:
71- Click here.
72- Click "Company Name"
73- Here an exemple to update Billing City:
74- Click "2. Find Profile in Reverse Contact"
75- Type "headquar"
76- Click here.
77- Here an example to update Billing Country:
78- Type "headquar"
79- Click "Company Headquarter Country"
80- Here is an example of updating Billing State/Province:
81- Click the "Search all available fields" field.
82- Click "Company Headquarter Geographic Area"
83- Here is an example to update the Website:
84- Click "2. Find Profile in Reverse Contact"
85- Click Company Website Url
86- Here an example to update Employees count:
87- Click "2. Find Profile in Reverse Contact"
88- Click "Company Employee Count"
89- Once you set all the field you want to update, click on Continue
90- Click "Test action"
91- And then click on "Publish"!
Well done, you have connected Reverse Contact and Salesforce data via Zapier 🎉