1.Runs weekly product report schedule
Integrate Schedule by Zapier and scheduling tools to start the weekly flow when the configured day and time arrives.
Update account 30‑day visitors from weekly product report
Automatically fetch weekly product report data across Zapier Webhooks and Salesforce. Create and update 30-day visitor counts when report window opens, scheduled weekday arrives, or report cadence triggers—so you can match CRM accounts, update the right visitor fields, and keep records accurate without manual data entry.
How this automation updates 30-day visitor data in CRM accounts
When the weekly product report window arrives, manual lookups and copy paste can cause wrong counts in CRM. This automation calls a report endpoint, loops through rows, and updates matching Salesforce account records—so your team can trust 30-day visitor data automatically.
Schedule by Zapieror swap with your favorite app
2.Gets weekly product report JSON
Integrate Webhooks by Zapier and API endpoints to fetch report rows and map account identifier and visitor counts into the loop.
Webhooks by Zapieror swap with your favorite app
3.Iterates report rows for accounts
Integrate Looping by Zapier and workflow iteration tools to loop through each row and expose loop account identifier and visitors to downstream steps.
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4.Finds matching Account record
Integrate Salesforce and CRM search tools to find Account records by the external account key and continue only when a match exists.
Salesforceor swap with your favorite app
5.Updates 30-day visitor field
Integrate Salesforce and CRM field mapping tools to update the configured 30-day visitor field on the found Account record.
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