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Salesforce: Triggers💡& Activities 🎯
Salesforce: Triggers💡& Activities 🎯

What, Why & How to Setup Triggers & Activities for your Salesforce account?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Triggers💡& Activity

Triggers💡 are actions that are performed by the prospect who has been enrolled in a sequence by the user. Examples of Triggers include Email Sent, Email Reply, Link Clicked, Sequence Email Opened, Prospect Outcomes Updated, Prospect Unsubscribed, Email Bounced, Contact Created, Import Prospects.

Activity🎯 is the actions that are recorded in your Salesforce Account when certain triggers are activated in your Saleshandy account. Examples of Activities include Creating/Updating an Account, Contacting, Lead Opportunities, Attaching Notes in Salesforce. You can also perform certain actions such as Add Prospects, Move Prospects, Mark Prospects, Assign tags, and Blacklist a Domain in Saleshandy.

Which Triggers are available in Saleshandy, and What Activities can you perform in Salesforce and vice versa?

Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields in Saleshandy. To learn more about custom fields, Click Here.

Saleshandy to Salesforce

Triggers

Activity

Email Sent from Saleshandy

Create an Account in Salesforce

Reply is Received in Saleshandy

Update an Account in Salesforce

Prospect Outcome is updated in Saleshandy

Create a Contact in Salesforce

Sequence Email is Opened in Saleshandy

Update a Contact in Salesforce

Link is Clicked in Saleshandy

Create a Lead in Salesforce

Prospect is Unsubscribed in Saleshandy

Update a Lead in Salesforce

Email is Bounced in Saleshandy

Create an Opportunity in Salesforce

Update an Opportunity in Salesforce

Attach Note

Salesforce to Saleshandy

Triggers

Activity

Contact is created in Salesforce

Add Prospect in Saleshandy

Opportunity is created in Salesforce

Move Prospect to another Sequence in Saleshandy

Account is created in Salesforce

Mark Prospect as Unsubscribed in Saleshandy

Lead is created in Salesforce

Mark Prospect as Finished in Saleshandy

Mark Prospect as Replied in Saleshandy

Mark Prospect as Paused in Saleshandy

Mark Prospect as Resume(Un-pause) in Saleshandy

Assign a tag to Prospect in Saleshandy

Blacklist a Domain in Saleshandy

Salesforce to Saleshandy Direct Prospects Import

Triggers

Activity

Import Prospects from Salesforce

Add Prospect in Saleshandy

Move Prospect to another Sequence in Saleshandy

How to Setup Triggers💡& Activities🎯?

🪜Steps to Follow

You need to enable the triggers & activities you want to automate between Saleshandy & Salesforce. You can select from Multiple Triggers available;

  • To enable it, you can use the toggle button ↔️ available to activate the Triggers, and from the drop-down, you can select the Activity you want to perform.

    Example: When an Email is Sent from Saleshandy you can Create/Update a Account in Salesforce or Create/Update a Contact in Salesforce or Create/Update a Lead in Salesforce or Create/Update a Opportunity in Salesforce or Attach a Note in Salesforce.

  • Once you have selected the relevant Activity you want, Click on Save.

  • If you have selected, Email is Sent from Saleshandy as a trigger and Create an Opportunity in Salesforce or Update an Opportunity in Salesforce as an activity.

  • A pop-up will show you how to select the closing date (while creating) and opportunity stage (while creating).

  • Once done selecting, then click Save.

  • If you're selecting Prospect Outcome is updated in Saleshandy as a trigger and selecting Create a Lead in Salesforce as an Activity, you need to select some extra configurations such as Select Outcome (while creating a lead)

    • Prospect Outcomes:

      • Interested 😃

      • Not Interested 😞

      • Meeting Booked 📅

      • Out of Office 📧

      • Closed ✅

      • Not Now ⏰

      • Do Not Contact 🚫

      • Uncategorized

      • Custom Outcome (If you've created one, To create a Custom Outcome, click here.)

  • If you're selecting Prospect Outcome is updated in Saleshandy as a trigger and selecting Create an Opportunity in Salesforce as an Activity, you need to select some extra configurations such as Closing Date (while creating), Opportunity Stage (while creating), Select Outcome (while creating opportunity)

  • If you're selecting Contact is created in Salesforce as a Trigger and Move Prospect to another Sequence in Saleshandy as an activity, you also need to select some extra configurations, such as Select Sequence and Select Sequence Steps. Once you are done selecting the configuration, click on Save.

  • If you're selecting Contact is created in Salesforce as a Trigger and Mark Prospect as Finished in Saleshandy as an activity or Mark Prospects as Replied or Mark Prospect as Resume(Un-pause) in Saleshandy, you must also select some extra configurations, such as Select Sequence where you want to mark that prospect as Finished, Replied, Resume(Un-pause). Once you are done selecting the configuration, click on Save.

  • If you're selecting Contact is created in Salesforce as a Trigger and Mark Prospect as Paused as an activity in Saleshandy, you must also select some extra configurations, such as Select Sequence and Pause Prospect in Days where you want to mark that prospect as Paused and you can set the number of days. Once you are done selecting the configuration, click on Save.

  • If you're selecting Contact is created in Salesforce as a Trigger and Assign a tag to Prospect as an activity in Saleshandy, you must also select some extra configurations, such as Assign a tag where you want to assign a tag to the prospect, if you have not created a tag you can create it from the pop-up itself. Once you are done selecting the configuration, click on Save.

  • lf you're Creating a Note in Salesforce, You'll first need to Create/Update Contact or Deal to associate Notes in Salesforce (Mandatory). If you haven't done that, creating a note will lead to failure.

  • If you're selecting Import Prospect from Salesforce as a Trigger and Add Prospect as an activity in Saleshandy, you must also select some extra configurations, such as Select the Prospects list from Salesforce, where you can select the contact list and import it to Saleshandy. Once you are done selecting the configuration, click on Save.

  • If you're selecting Import Prospect from Salesforce as a Trigger and Move Prospect to another Sequence in Saleshandy, you must also select some extra configurations, such as Select the Prospects list from Salesforce, Select the Sequence and Select the Sequence Steps where you can select the contact list and import it to Saleshandy Sequence and add it directly to the steps. Once you are done selecting the configuration, click on Save.

Mission accomplished! You've activated Trigger & Activity with Saleshandy👏

Once any of the Triggers are activated, their related Activities are performed, and similar activities also get recorded in Salesforce. This synchronizes your data from your Salashandy account to your Salesforce account without going back and forth between the platforms and vice versa.

Mission accomplished; you've successfully Integrated Salesforce with Saleshandy. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below articles If you want to know more about


💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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