Create a Lead in Salesforce with Customer.io
Create a Lead in Salesforce with Customer.io
In this walkthrough, we’ll first show you how to configure Salesforce to enables its API and connect Customer.io as a Connected App. Then, we’ll show you how to create a lead in Salesforce with Customer.io.
Get Started Configuring Salesforce
Let’s make sure API access is enabled in Salesforce first. The easiest way to test this is by opening the “Developer Console” from the “Setup” menu and to open a resource.
Ensure API Access is Enabled
This will open the Developer Console in a new window. Navigate to “Open Resource” in the “File” menu. If API access is enabled, you should see another window with the available resources. If API access is disabled, you’ll either see a message like “The REST API is not enabled for this Organization.” or “API_DISABLED_FOR_ORG”. If your Salesforce API access is disabled, you’ll have to contact your Account Manager and have them enable it for you.
Set Up a Connected App
Navigate to the “Setup Home”. Go to the “Apps” under “Platform Tools” and create a new “Connected App”. For the Connected App check the “Enable OAuth Settings” checkbox and select “Full Access” scope. Once created, you’ll have access to the “Consumer Key” and “Consumer Secret” which will be used in the final request to get the access token.
Configure OAuth IP Restrictions
By default, IP restrictions are enforced—so you can either add “Trusted IP Range for OAuth Web server flow” or change the settings to disable IP restrictions. In order to disable the IP restrictions, click the “Manage” button for the app and then click the “Edit” button. Next, set the IP relaxation setting to “Relax IP restrictions”.
Reset Security Token
The final piece of information needed is your security token. Navigate to your personal settings, then to “Reset My Security Token”, and click the “Reset Security Token” button. Your token will be emailed to you.Retrieve Access Token
Now you can generate access tokens to authorize web requests to update Salesforce.Replace the [variables] in the curl request below and make the request:
curl -XPOST https://login.salesforce.com/services/oauth2/token \ -d "grant_type=password&client_id=[ConsumerKey]&client_secret=[ConsumerSecret]&username=[LoginEmail]&password=[LoginPassword][SecurityToken]" \ -H "X-PrettyPrint: 1"This will return a response like:
{
"access_token" : "00D50000000NGi2!AQQAQH9ob.5uh.QjYSmJ71mTxya8ziK.Y_Z7q8kNsTFJoF0jJEJEBLKo_zBNKMFbHx253rzrjk84WGHl4.YdSaxLsIqO2iA9",
"instance_url" : "https://na3.salesforce.com","id" : "https://login.salesforce.com/id/00D50000000NGi2EAG/00550000005pnXCAAY",
"token_type" : "Bearer",
"issued_at" : "1469540453130",
"signature" : "9vlwhHvRx+8N2QVbpDxsneQGGW7mNkYU+FGjLPB7ykQ="
}
We will be using the instance_url and the access_token for our web requests.
Create a Generate Lead in Salesforce Campaign
You can use either an event triggered or a segment triggered campaign depending on which best suits your use case. For this tutorial, we’ll use a segment triggered campaign with the default “Signed Up” segment.
Add A Webhook Action
On the workflow page select “Webhook” from the “Add Action” dropdown. We’ll call our webhook “Create Salesforce Lead”Create Your Webhook URL
Next, click “Add Request” button on the webhook to configure its details.
instance_url and the access_token from the Salesforce call we made earlier.
The url for the request will be:
[instance_url]/services/data/v37.0/sobjects/Lead/Email/{{customer.email}}?_HttpMethod=PATCH
A few points to note about the URL:
- we use the
instance_urlfrom the Salesforce call as the base of our URL . - The
{{customer.email}}is a Liquid tag, which automatically gets replaced with the email for the new customers flowing through the campaign. - We’re sending the query param
_HttpMethod=PATCHso that the we will either create a new lead with the email provided or update the existing lead with the data provided.
https://na3.salesforce.com/services/data/v37.0/sobjects/Lead/Email/{{customer.email}}?_HttpMethod=PATCH
Add Authorization Header
Next, click “Add Header” and provide youraccess_token. The name of the header should be “Authorization” and the Value must be “Bearer [access_token]”.
Compose your webhook’s body
In order to create a lead in Salesforce, you’ll likely want to send details like name, email address, and custom data. For our example, we’ll send three attributes to Salesforce: first name, last name, and company name. (Since we’re passing the email address in the URL, we don’t need to specify it in the body. Salesforce will automatically associate the email with the record.)
Send Test Request
If you have customers in your account that match the trigger, you can use one of them to preview the request body as well to send a test request to ensure they end up in Salesforce. Use the “Send Request” button to make the call and create the lead on Salesforce. You will be prompted to confirm that you wish to send the the web request, after which you should get the201 Created response from the API call.
Salesforce uses the email as an unique id, so that if you send a request for an existing user, you should get back a 204 No Content response, where the existing record would be updated with any changes.
Success!
Finally we can confirm that everything works correctly by looking up the lead in Salesforce.
- You can set up a cron job to update the access token more frequently, enabling you to set the webhook campaign to “Send Automatically.”
- If that’s not accessible to you, we recommend setting your campaign to “Queue Draft” and approve sends in bulk manually. When you see that drafts are failing due to unauthorized requests (you’ll see a 401 Unauthorized error message), you’ll have to update the access token for the webhook.
