EnergySage + Salesforce + Formatter by Zapier
Add new Salesforce lead updates to EnergySage
When you update a sales discovery status in Salesforce, e.g. progress from "Prospecting" to "Closed Won", this workflow will add that update to EnergySage. To set it up properly, make sure to map the lead stages in your CRM to expected EnergySage values using the Utilities in step 2. EnergySage expects: "prospecting", "site survey", "contract signed", "permitting", "installation", "completed", or "appointment". Include the EnergySage's property UUID when available and the lead's address when configuring the workflow.
When you update a sales discovery status in Salesforce, e.g. progress from "Prospecting" to "Closed Won", this workflow will add that update to EnergySage. To set it up properly, make sure to map the lead stages in your CRM to expected EnergySage values using the Utilities in step 2. EnergySage expects: "prospecting", "site survey", "contract signed", "permitting", "installation", "completed", or "appointment". Include the EnergySage's property UUID when available and the lead's address when configuring the workflow.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this!Update Lead Status
Updates the status of a lead in EnergySage.
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