Ruler Analytics
When this happens...
Ruler AnalyticsNew Call
Then do this...
SalesforceUpdate Lead

Once you have a call with a prospect, it's important to record the information around the event. After you set up this integration, it will trigger with each new call created on Ruler Analytics, automatically finding and updating the appropriate lead on Salesforce so you can be sure your context is always complete.

How this Ruler Analytics-Salesforce integration works

  1. A new call is created on Ruler Analytics
  2. Zapier finds the existing lead in Salesforce for that phone call
  3. Zapier updates the lead in Salesforce with the information you choose from the call

Apps involved

  • Ruler Analytics
  • Salesforce

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When this happens...
then do this!
New Conversion

Triggers when a new conversion occurs on your site.

Create Lead

Create a new lead.

New Company

Triggers when a new company has visited your site.

Add a Lead to a Campaign

Add a lead to a campaign.

New Call

Triggers when a new call is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Lead

Triggers when a new lead is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Contact

Create a new contact.

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Ruler Analytics is a visitor level analytics product that tracks customer journeys, conversions, phone calls & companies looking at your site.

Learn More

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations

Connect Ruler Analytics + Salesforce

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