EnergySage + Salesforce + Formatter by Zapier

Add new Salesforce lead updates to EnergySage

When you update a sales discovery status in Salesforce, e.g. progress from "Prospecting" to "Closed Won", this workflow will add that update to EnergySage. To set it up properly, make sure to map the lead stages in your CRM to expected EnergySage values using the Utilities in step 2. EnergySage expects: "prospecting", "site survey", "contract signed", "permitting", "installation", "completed", or "appointment". Include the EnergySage's property UUID when available and the lead's address when configuring the workflow.

When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this...
UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this!
Update Lead StatusUpdates the status of a lead in EnergySage.
ActionWrite

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- History Object
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New Lead
Triggers when a new Lead is created.
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- Salesforce Objects
  Required
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Polling
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- Salesforce Object
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- Salesforce Object
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- Record
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- File
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- Visibility
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- Path after /services/apexrest/
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- HTTP method
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- Query parameters
- Extra headers
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- Timeout
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- File
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- Salesforce Object
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- Description
- Attachment visibility
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Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
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- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
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- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
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- Flow
  Required
- Manual flow input parameters
Action
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- To
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- CC
- BCC
- Subject
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- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
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Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New or Updated Lead
Triggers when a lead is created or updated.
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
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Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
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- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
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- Parent Object
  Required
- Use Assignment Rules
Action
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- Note Title
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- Note Content
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- Salesforce Object
Action
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- Use Assignment Rules
Action
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- Salesforce Object
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- Use Assignment Rules
- Allow Duplicates
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- Warning
- Salesforce Object
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- Record ID
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- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
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- Market Property UUID
- Funnel State
  Required
- Street Address
  Required
- City
- State
- Zip Code
- First Name
- Last Name
- Alias email
- Installation Size [kW]
- Installation Cost
- Includes Battery
- Includes Roofing
Action
Write

About EnergySage

EnergySage is an online marketplace that connects consumers with solar energy providers, offering tools to compare quotes, financing, and installation options.

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