WeDid: Salesforce and CampaignTrack (Agent, Listing)
The customer uses Salesforce contact to track office staff information whereas CampaignTrack for all marketing information. Any information on Salesforce relating to the staff and opportunity will need to be created to CampaignTrack in real time. This proves difficult for manual handling, hence, a process automation needs to be in place.
|Purpose||Synchronise information from Salesforce Contact and Opportunity to CampaignTrack as Agent and Listing in real time.|
|Tool||Dell Boomi Atmosphere|
|Information||Salesforce Contact > CampaignTrack Agent
Salesforce Opportunity > CampaignTrack Listing
|Process||Any contacts that are created/updated will be synced to Campaign Track in real time.
Any opportunities that are created/updated will be synced to Campaign Track in real time.