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Webhook for Chili Piper Routing Want more control over how or when your people are routed in Salesforce? Leverage the power of webhooks and the Chili Piper API to control your routing in Salesforce. Chili Piper is a tool that makes it easy for inbound people to schedule a meeting with your sales t...
Your marketing team churning out content? Uploading this content to the Design Studio (DS) and setting up content performance tracking programs taking up a lot of your time? Take a look at how you can automate this process using the Marketo, Dropbox, Rebrandly, and Airtable APIs in Zapier. As par...
For anyone wondering whether anonymous leads who become known can trigger requestable or executable campaign flows steps in campaigns they qualified for while anonymous, I can confirm from my testing that they will not pass through these requestable or executable campaign flows steps
Zapier looping flow diagram Calculating Customer Acquisition Cost In this post, we will use the “Cost Tracking” sheet as an example of where we need to use Zapier to loop through a list of items and carry out an action for each item. Ad campaign costs mapped to their corresponding program In a t...
Screenshot showing costs for a program If getting costs data and calculating cost per lead is something you are interested in doing but have never done before, you might be worried about the prospect of having to manually update hundreds of programs with multiple costs for each month they were in ...
Zapier actions to create and then update Dynamic Content Sections In summary, this post will teach you how to optimize the hand-off of email content from your content creation team and create automation that will: Send email content from a Google Sheet to ZapierCreate an email program, email asset...
Hi Jo, When I was developing the script I wanted to merge and update 1x1 initially so I could make quick fixes if needed without having a lot of damage repair to do. If someone has verified their logic and are happy with the results after doing a few 1x1 merges then yes it makes sense to batch the m...
Flow Diagram of the Python Duplicate Merging Script This post will walk you through how to use the merge endpoint to merge people in bulk with Python code that will allow you to set custom rules for how you want to prioritize conflicting values for the same fields on different people. If it is yo...
Your duplicate list becoming ever more daunting? Stop the rot by learning how to build a zap in Zapier that will merge duplicate leads as soon as they are created according to custom rules you specify. Of course, the optimum approach to dealing with duplicates is to address the root causes that a...
If you are doing any repetitive work within Marketo e.g. bulk merging leads, bulk creating programs etc then you should look into using the API within code scripts or an automation tool such as Zapier to automate these processes. This post will take you all the way from the docs to making your fi...