1.Runs hourly click pull
Integrate Schedule by Zapier and automation schedules to run the hourly check and collect recent click events.
Create marketing click events in CRM from hourly clicks
Automatically pull recent newsletter click events across LianaMailer, Formatter by Zapier, Looping by Zapier, Salesforce, and Zapier Tables. Create and update marketing event records and staging logs when newsletter clicks land, clicked URLs appear, or message ids are detectedβso you can attach clicks to the right contacts and avoid click reconciliation.
How this automation records your marketing activity
When hourly click events come in from LianaMailer, delays can leave CRM histories incomplete. This automation normalizes click data and attaches it to CRM contacts, then logs unmatched clicks to stagingβso your team can maintain accurate activity records.
Schedule by Zapieror swap with your favorite app
2.Searches click events
Integrate LianaMailer, email analytics tools, and event queries to run the previous hour search and return grouped click results.
LianaMaileror swap with your favorite app
3.Normalizes and validates emails
Integrate Formatter by Zapier and data validation tools to standardize addresses and flag consumer domains for clean matching.
Formatter by Zapieror swap with your favorite app
4.Iterates click records
Integrate Looping by Zapier and looping logic to map click fields into iteration variables for per click processing.
Looping by Zapieror swap with your favorite app
5.Creates marketing event records
Integrate Salesforce and CRM record tools to find or create account and contact data and create marketing event records.
Salesforceor swap with your favorite app
6.Logs unmatched clicks to staging
Integrate Zapier Tables and database table tools to create staging rows for unmatched clicks for later reconciliation.
Zapier Tablesor swap with your favorite app
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Step 1
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