If you use Zapier and salesforce.com and would like to automatically create a QLM user when a salesforce.com lead is created, follow the steps below:
[Note that this integration is available as of QLM 9.2.16346.1]
- Login to Zapier
- Click Make a Zap
- In the Choose a Trigger App, select: Salesforce
- Then, select New Lead
- Click Save & Continue
- If prompted, connect to your Salesforce account
- Click Fech & Continue
- Click View your lead and confirm that all the information is visible.
- Click Continue
- In the Choose an Action App, select "Code by Zapier"
- Select "Run javascript"
- Click Save + Continue
- In the Code section, paste the content of the attached script (addUser.js)
- Modify the URL in the script to match your QLM License Server
- In the Input Data section, add a row for each field in the address that you would like to map as follows:
| QLM variable | SalesForce Mapping |
|---|---|
| is_vendor | zapier |
| is_vendor | zapier |
| name | Full Name |
| company | Company |
| address1 | Street |
| address2 | |
| phone | Phone |
| region | State/Province |
| country | Country |
| postalcode | Zip/Postal Code |
| city | City |
| is_user | QLM user name for Zapier integration |
| is_pwd | QLM password for Zapier integration |
- You may also see the attached screenshot (SalesForceContactMapping.png).
- Click Continue
- Click Create and Continue
- Connect to QLM and verify that a user was created
- Click Finish
- Name your zap and turn it on.
While the Zap is on, new leads in Salesforce will be automatically created in QLM.
For more details about the is_user and is_pwd argument, refer to this article.