The **Update a Lead** node is a native integration between Synerise and Salesforce CRM that enables seamless updating of existing lead data. Whenever lead information changes within Synerise, you can create a workflow that automatically sends a request to the Salesforce API to update the corresponding lead in Salesforce. This integration ensures that Salesforce CRM stays fully synchronized with Synerise, so both systems maintain consistent and up-to-date lead information. This node is available only in the [customer-oriented workflows](/docs/glossary#profile-oriented-workflow). ## Node configuration --- 1. Go to **Automation Hub > Workflows > New workflow**. 2. Create a workflow by adding nodes and arranging them in an order that aligns with your business requirements and the intended logic.

You can read more about the workflow basics in [Creating workflows](/docs/automation/creating-automation).

3. As one of the nodes, select **Salesforce CRM > Update a Lead**. 2. To allow the data exchange, establish a connection between Synerise and Salesforce CRM, click **Select connection**. 3. From the dropdown list, select the connection. - If no connections are available or you want to create a new one, see [Create a connection](#create-a-connection). - If you selected an existing connection, proceed to [defining the integration settings](#define-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.

A blank configuration form for establishing connection between Synerise and Salesforce

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. 2. In **Client ID**, enter a unique identifier assigned to your application by Salesforce CRM. 3. In **Client secret**, enter client secret assigned to your application by Salesforce CRM. 4. 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**.

We recommend setting the app-specific token timeout in Salesforce to at least 1 hour. Read more about [Salesforce OAuth Settings](https://help.salesforce.com/s/articleView?id=xcloud.connected_app_create_api_integration.htm&type=5).

## Define the integration settings In this part of the process, fill in the configuration form so that you can update lead data.

A blank configuration form of the Update a Lead node

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](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7yrrSAB). 1. In **Body**, provide information in the `JSON` format with which the lead information will be updated in Salesforce CRM. - You can add custom information. - You can add standard information (make sure the parameter names you use conform with the Salesforce API requirements). - You can use Jinjava in this field. 1. In the **Additional event parameters** section, you can add parameters (jinjava in values not allowed) which will be added to the automatically generated [salesforce.leadUpdated](/docs/assets/events/event-reference/integration#salesforceleadupdated) event. 1. In the **Parameter** field, provide the name of the event parameter. 2. In **Value**, provide the value of the event parameter. 8. Confirm by clicking **Apply**. **Result**: When the Update a Lead node is executed, a [`salesforce.leadUpdated` event](/docs/assets/events/event-reference/integration#salesforceleadupdated) is generated on the activity list of the profile who is the actor in the workflow. ## Example of use --- You can create a workflow that sends a request to Salesforce to update a lead each time a lead's data changes in Synerise. 1. As the first node, add **Data Changed**. In the settings of the node, select the attribute whose modification triggers the workflow. 2. As the next node, add **Update a Lead**. Fill out the node settings according to the instructions in the ["Define the integration settings"](#define-the-integration-settings). You can use data received from the event selected in the **Data Changed** node and include them in the request body to the Salesforce. To learn how to insert this data dynamically, see ["Event parameters" section](/developers/inserts/automation#event-parameters). 3. As the final node, add **End**. **Result**: