Salesforce + Woodpecker.co

Update Woodpecker.co prospects in campaign when Salesforce records are updated

Keep your marketing efforts up-to-date with this handy automation. When certain fields in your Salesforce records are updated, corresponding prospects within your Woodpecker.co campaigns are created or updated instantly. You'll save time on manual data entry and ensure your campaigns are always tailored to the most relevant and recent information. This workflow lets Salesforce do the heavy lifting, providing your team with more time to focus on high-priority tasks.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Create/Update Prospect in Campaign
Adds a new prospect or updates existing prospect's data in a campaign of choice.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
Campaign Completed
Triggers when a Woodpecker campaign status changes to COMPLETED.
Trigger
Instant
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Email Opened
Triggers when a prospect opens your email.
Trigger
Instant
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Link Clicked
Triggers when a prospect clicks on a link in your email.
Trigger
Instant
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Prospect Blacklisted
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Trigger
Instant
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Prospect Interested
Triggers when you mark a prospect who replied as INTERESTED.
Trigger
Instant
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Prospect Maybe Later
Triggers when you mark a prospect who replied as MAYBE LATER.
Trigger
Instant
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Prospect Not Interested
Triggers when you mark a prospect who replied as NOT INTERESTED.
Trigger
Instant
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Prospect Replied
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Trigger
Instant
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Secondary Reply
Triggers when a secondary reply is found by Woodpecker.
Trigger
Instant
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Manual Task Done
Triggers when a manual task is marked as done.
Trigger
Instant
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- CampaignRequired
- LinkedIn URL
- EmailRequired
- Update Existing Record
- Force changes
- Prospect's Status
- Prospect's Interest Level
- First Name
- Last Name
- Company Name
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
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Action
Write
- Prospect IDRequired
Action
Write
- Email AddressRequired
Action
Search

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Email Sent
Triggers when Woodpecker sends an email to prospect from campaign.
Trigger
Instant
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Follow-Up After Autoreply
Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.
Trigger
Instant
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Prospect Autoreplied
Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED.
Trigger
Instant
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Prospect Bounced
Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker.
Trigger
Instant
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Prospect Invalid
Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.
Trigger
Instant
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Prospect Nonresponsive
Triggers when a prospect's status is changed to NONRESPONSIVE
Trigger
Instant
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Prospect Opt Out
Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.
Trigger
Instant
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Prospect Saved
Triggers when a Woodpecker prospect is created or updated.
Trigger
Instant
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Manual Task Created
Triggers when a manual task of any type is created.
Trigger
Instant
Try It
Manual Task Ignored
Triggers when a manual task is marked as ignored.
Trigger
Instant
Try It
- EmailRequired
- LinkedIn URL
- Prospect's Status
- Update Existing Record
- First Name
- Last Name
- Company
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
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- Snippet 14
- Snippet 15
Action
Write
- EmailRequired
Action
Write

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Woodpecker.co

Woodpecker.co helps B2B companies directly contact prospective clients by automated sending of personalized sales emails and follow-ups. Send emails and follow-up sequences automatically from your mailbox and have all the replies detected. Grow your business within the Predictable Revenue methodology by Aaron Ross in outbound, and nurture your inbound leads more personally to build valuable B2B relations.

Learn more Help

Related categories

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Salesforce + Woodpecker.co

Update Woodpecker.co prospects in campaign when Salesforce records are updated

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Campaign Completed

Email Opened

Link Clicked

Prospect Blacklisted

Prospect Interested

Prospect Maybe Later

Prospect Not Interested

Prospect Replied

Secondary Reply

Manual Task Done

Create/Update Prospect in Campaign

CampaignRequired

LinkedIn URL

EmailRequired

Update Existing Record

Force changes

Prospect's Status

Prospect's Interest Level

First Name

Last Name

Company Name

Website

Tags

Title

Phone

Address

City

State

Country

Industry

Snippet 1

Snippet 2

Snippet 3

Snippet 4