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Store Leads Blog

What's new in the world of ecommerce data

Set Custom Salesforce Fields In Workflows

Workflows support automatic creation of Salesforce accounts, contacts and lead. We've just added the ability to set custom fields on accounts, contacts and leads created during workflows. This is useful if you want to configure workflow-specific behavior within Salesforce - or if you just want to run Salesforce reports on the objects that were created by specific workflows. Custom fields can be defined in a Workflow's Salesforce Action.

Run Workflow Now

Workflows are a set of actions that automatically run after our weekly data updates. They support complex automations such as the ability to create Salesforce accounts for any stores matching an arbitrary search, and then fetching contact information from Apollo.io (for anyone matching an arbitrary persona) and creating them as Salesforce Contacts. But once you defined a workflow, there was no way to run it immediately. You have to wait for it to be triggered automatically during the next weekly data update (typically on a Sunday).

Automatic Salesforce Contact or Lead Creation From Apollo.io Data

It is now possible to automatically create Salesforce contacts (or leads) from Apollo.io data using our new Apollo.io integration. To automatically create Salesforce contacts (or leads) for stores created or updated during a weekly workflow, simply add a Contact/Lead Creation Rule to the workflow's Salesforce action. Apollo.io Contact/Lead Creation Rule. You can configure multiple contact/lead creation rules and they will each be tried until the maximum number of contacts/leads is reached.

Automatic HubSpot Contact Creation From Apollo.io Data

It is now possible to automatically create HubSpot contacts from Apollo.io data using our new Apollo.io integration. To automatically create HubSpot contacts for stores created or updated during a weekly workflow, simply add a Contact Creation Rule to the workflow's HubSpot action. Apollo.io Contact Creation Rule. You can configure multiple contact creation rules and they will each be tried until the maximum number of contacts is reached.

Google Cloud Storage Delivery

Store Leads customers often use our API to download large data files (in excess of 10GB). Handling API responses of that size can be a little challenging. To make things easier, we've just added a Google Cloud Storage integration that delivers data files directly to Google Cloud Storage. No need to add retry logic for intermittent network interruptions - we'll deliver the data to you. For customers using Amazon AWS, we'll be adding data delivery to S3 soon.

Manual Creation of Salesforce Leads

It's now possible to manually create Salesforce leads from the generic email addresses in the Store Leads database. If you've already integrated Store Leads with Salesforce, simply open the Salesforce, simply visit the Salesforce tab for any domain in Store Leads to see new functionality. Create Salesforce Lead. You'll see the list of existing leads for the current domain (if any) as well as options to create new leads using the generic emails from the Store Leads database.