Salesforce + Woodpecker.co

Salesforce + Woodpecker.co integrations

Update and create prospects in Woodpecker.co when records are updated in Salesforce

Keep your prospect data up-to-date and streamline your sales efforts with this automation. When a record is updated in Salesforce, it will simultanously create or update the related prospect details in Woodpecker.co. This workflow ensures your team works with the most current information, delivering a more seamless and efficient sales process.

When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Create/Update ProspectAdds a new prospect or Updates existing prospect in the list of Prospects.
ActionWrite

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More things you can do with Salesforce and Woodpecker.co

Discover other triggers and actions you can use with Salesforce and Woodpecker.co

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- 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
Action
Search or write
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
Try It
Prospect Blacklisted
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Trigger
Instant
Try It
Prospect Interested
Triggers when a prospect is marked as INTERESTED.
Trigger
Instant
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Prospect Maybe Later
Triggers when a prospect's interest level is marked as MAYBE LATER.
Trigger
Instant
Try It
Prospect Not Interested
Triggers when a prospect is marked as NOT INTERESTED.
Trigger
Instant
Try It
Prospect Replied
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Trigger
Instant
Try It
Secondary Reply
Triggers when a secondary reply is found by Woodpecker.
Trigger
Instant
Try It
Manual Task Done
Triggers when a manual task is marked as done.
Trigger
Instant
Try It
- Campaign
  Required
- Email
  Required
- Update Existing Record
- Force changes
- Prospect's Status
- Prospect's Interest Level
- Contact no earlier than
- First Name
- Last Name
- LinkedIn URL
- Company Name
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- Domain
  Required
Action
Write
- Email
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- 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
Write
- 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
Email Sent
Triggers when Woodpecker sends an email to prospect from campaign.
Trigger
Instant
Try It
Follow-Up After Autoreply
Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.
Trigger
Instant
Try It
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
Try It
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
Try It
Prospect Opt Out
Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.
Trigger
Instant
Try It
Prospect Saved
Triggers when a Woodpecker prospect is created or updated.
Trigger
Instant
Try It
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
- Email
  Required
- 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
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- Prospect ID
  Required
Action
Write
- Email Address
  Required
Action
Search

About Salesforce

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

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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.

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Salesforce + Woodpecker.co

Salesforce + Woodpecker.co

Update and create prospects in Woodpecker.co when records are updated in Salesforce

More things you can do with Salesforce and Woodpecker.co

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