Both Vitally and Salesforce have powerful Zapier integrations, and in this post, we'll walk through how you can use Zapier to sync data between the 2 platforms.

Salesforce -> Vitally

Syncing specific Salesforce fields into Vitally is fairly straightforward and simply requires 1) a Workflow Rule in Salesforce and 2) a Zap that uses that rule.

Zapier has written a helpful article that documents how to trigger Zaps from updated objects on Salesforce (search for the "Can I Trigger from Updated Objects on Salesforce" section). We'll be using the steps they outline there to detail how to update customer traits in Vitally.

Steps

  1. First, create a Zap using the New Outbound Message Salesforce trigger, which creates a webhook you'll use when creating the workflow in Salesforce (the next step).
  2. Next, in your Salesforce setup area, create a new Workflow Rule. This rule will allow you to set the conditions that will trigger the outbound message to be sent out, which is also what triggers your Zap. Here's how to configure your workflow:
    1. Object: In this example, we'll be syncing Salesforce account data, so choose Account. Note you could follow a similar process here for other Salesforce objects though.
    2. Rule Name: Set to whatever you like - e.g. "Updated Account".
    3. Evaluation Criteria: Select created, and every time it's edited.
    4. Rule Criteria:
      1. Make sure the first option says: "Run this rule if the criteria are met".
      2. In the Fields section, select each field you want to push to Vitally. Select the contains operator for each field, and leave Value blank. Click Save once your form looks something like this (note that your Fields will be different - i.e. they'll be the fields you want to sync):



  3. Once you have a created workflow, you'll see a Specify Workflow Actions screen. Click Add Workflow Action -> New Outbound Message.



  4. Here, you'll define the message that Zapier receives.
    1. Name: Set to whatever you like (e.g. "Account outbound")
    2. Endpoint URL: Set this to the URL Zapier gave you in Step #1 above (should be something like "https://hooks.zapier.com/....").
    3. Available/Selected Fields: In Available Fields, select each field you want to send to Zapier and click the Add arrow. These fields should include 1) the fields you want to add to Vitally and 2) the global ID for the account. Note that for #2, we recommend you track the same ID in both Vitally and Salesforce to guarantee exact lookups.
  5. Once you save your Outbound Message action in Salesforce, navigate back to Zapier. Feel free to test your Salesforce <-> Zapier connection in Zapier by updating a selected field in Salesforce. Zapier should confirm receipt of your new Outbound Message.
  6. In Zapier, add a new Search step for Vitally. Select the Find a Customer search step to have Zapier lookup the Vitally account to update. In the Edit Options step in Zapier, you'll see 2 fields:
    1. Search Field: This defines the field in Vitally to lookup the account by. When possible, we encourage selecting External ID since it is a globally unique field. Alternatively, you can select Name to lookup by account name. However, that can be much less accurate since names aren't unique and can be easily changed.
    2. Search Value: Select the Salesforce field in the New Outbound Message options that (ideally) contains the account's global, unique ID.



  7. Now, add a new Action step in Zapier for Vitally and select the Update Customer Traits action. In the Edit Template step, you'll see 2 fields:
    1. Customer and Custom Value for Customer ID: These should already be filled out for you using your Search step above.
    2. Traits: Here, you'll select the fields from Salesforce that you'd like to add to Vitally. Add as many traits as you like here. The end result will look something like this:



  8. That's it! Just activate your Zap and give things a try. You should now be able to update the Salesforce fields you selected in your Workflow Rule and see those changes in the Traits -> Zapier traits tab for your account in Vitally.