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Integration Service Activities
Last updated 2024年4月9日

Sync contact and account in Sugar Sell whenever a new account is created in CRM

Applications Used: Salesforce and Sugar Sell

Description: An account in Salesforce represents a customer that has made a purchase. In order to maintain data consistency, it is necessary to sync data across systems, since the same customer might be added to other campaigns or shared across partner teams for cross-selling, etc.

The workflow uses the Create Contact and Create Account activities of Sugar Sell along with Salesforce's Account Created event and Search Records activity.

Workflow:

TIP: If you wish to save time, use the Sync contact and account in Sugar Sell whenever a new account is created in CRM template in Studio Web to build this workflow.

Steps:

  1. Open Studio Web and create a new project. In the How to start the automation field, select Event based. You are presented with a window that enables you to search for the trigger you want to start the automation with. Navigate to Salesforce > Account Created.

  2. Configure the Account Created activity as follows:
    1. Set up your Salesforce connection.
    2. Add any additional filter, if needed.
    3. Optionally, rename the trigger activity to a name that suits your use case.
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  3. Add a Search Records activity to your workflow. You will need to pass the output of the previous Trigger activity as input for retrieving the primary contact details. In this activity:
    1. Click on the Select object input parameter and select Contact.
    2. Select Manage Properties, then select Where, and click Update Fields.
    3. Select See more at the right side of Where, then click on Open expression editor. Type AccountId=' + _out_ConnectorTriggerActivity_1__Account.AccountId + ' and click Save.
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  4. Add a Create Account activity to your workflow. You need to pass the output of the previous Trigger activity as input for adding the account details. In this activity:
    1. Select Name, search for Name, then select Account.Name.
    2. Select Total, search for Phone, and then select Account.Phone.
    3. Select Website, search for Website, and then select Account.Website.
    4. Configure any additional options, if necessary.
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  5. Add a Create Contact activity to your workflow. You should pass the output of the previous Trigger activity as input for adding the contact details. In this activity:
    1. Select First name, search for FirstName, and select Use FirstName of first item.
    2. Select Last name, search for LastName, and select Use LastName of first item.
    3. Select Email, search for Email, and select Use Email of first item.
    4. Select Mobile number, search for Phone, and select Use Email of first item.
    5. Under Account, click on See more, search for Account ID, and select the same under Create Account.
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  6. You are now ready to publish or run the project. For publishing, click on the Publish button at the top of the workflow and fill in the details, such as name, description, workspace of the automation. The version will be automatically generated for the automation.
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