"Get a Lead" node

The Get a Lead node sends a request to Salesforce CRM to retrieve lead information based on a provided lead ID. This node allows you to fetch up-to-date details about a specific lead directly from Salesforce, enabling workflows that require real-time lead data for further processing or decision-making within Synerise.

The response from the Salesforce CRM with lead data will be available in a salesforce.getLead event.

This node is available only in the customer-oriented workflows.

Node configuration

1. Go to Automation > Workflows > Create new.
2. Create a workflow by adding nodes and arranging them in an order that aligns with your business requirements and the intended logic.
   
   Tip: You can read more about the workflow basics in Creating workflows.
3. As one of the nodes, select Salesforce CRM > Get a Lead.
4. To allow the data exchange, establish a connection between Synerise and Salesforce CRM, click Select connection.
5. From the dropdown list, select the connection.
   • If no connections are available or you want to create a new one, see Create a connection.
   • If you selected an existing connection, proceed to defining the integration settings.

Create a connection

If you haven’t established any connection yet or you want to create another, establish a connection between Synerise and Salesforce CRM that facilitates the exchange of data.

1. In the Connection name field, enter the name of the connection.
   It’s used to find the connection on the list.
2. In Token endpoint URL, enter the URL used to obtain an access token from the authorization server.
3. In Client ID, enter a unique identifier assigned to your application by Salesforce CRM.
4. In Client secret, enter client secret assigned to your application by Salesforce CRM.
5. Confirm by clicking Create.
   Result: You will be redirected to the form in which you will define the integration settings. The connection you created is available in Settings > Connections.

Define the integration settings

In this part of the process, fill in the configuration form so that you can retrieve lead data.

1. In Lead ID, provide the lead identifier.
   • You can use Jinjava in this field
   • You can check how to find a lead ID in the Salesforce documentation.
2. In the Additional event parameters section, you can add parameters (jinjava in values not allowed) which will be added to the automatically generated salesforce.getLead event.
   1. In the Parameter field, provide the name of the event parameter.
   2. In Value, provide the value of the event parameter.
3. Confirm by clicking Apply.
   Result: When the action in the Get a Lead node is executed, a salesforce.getLead is generated on the activity list of the profile who is the actor in the workflow. The event contains information about lead in Salesforce CRM.

Example of use

You can create a workflow targeting a specific group of Synerise profiles. Within this workflow, you retrieve the lead IDs of the selected profiles and then send their information to Salesforce CRM.

1. As the first node, add Audience. In the settings of the node, define the group of profiles for whom the workflow will be triggered.
   More instructions on the node is available in "Audience" node.
2. As the next node, add Get a Lead. In the settings of the node, specify the lead ID. You can use inserts to dynamically retrieve the profile attribute value in which the lead ID is kept.
3. Add the Event Filter node to wait for the response from the Salesforce API. The condition checks whether the lead exists in Salesforce; if it does, it moves on to the next step.
4. Add the Update a Lead node. Fill out the configuration of the node according to instructions in "Update a Lead" node.
5. As the final node, add End.
   Result: