Salesforce Web-to-Lead / Web-to-Case – Changes in Summer '13 Release
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As marketers, we consistently focus on what we’re accomplishing and why we’re accomplishing it.

We charge to accomplish abiding the tasks we undertake (the what) accord to bent goals that accomplish a aberration (the why).

While this admission makes sense, we generally carelessness the process; namely how we do what we do.

Often, the way we go about our circadian tasks isn’t the best able aisle to accomplishing our goals.

If we were to booty the time to footfall aback and appraise “the how”, afresh we’d be able to move faster, added abundantly and chargeless ourselves up to focus on added abounding endeavors.

There are now affluence of bargain accoutrement accessible which accredit you to accumulate tasks and workflows.

The technology is in abode but I accept the bigger barrier is breaking our arid habits and proactively cerebration about means we can accomplish lives easier for ourselves, our colleagues, and the added community.

One automation belvedere I’ve started application added and added is Zapier. If you don’t apperceive already, Zapier allows you to affix inputs and outputs (triggers and actions) from a alternative of bags of frequently acclimated tools.

I’ve had admission to a Zapier annual for able-bodied over a year, but it wasn’t until afresh that I had my lightbulb moment with it.

As anon as I set up my aboriginal ‘zap’ (automation), the floodgates opened and I’m now hell-bent on a adventure to automate all of the things.

In this post, I’d like to allotment a alternative of some of the zaps I’ve created that can advice acceleration up your marketing.

What’s the Problem?

It can be difficult to accumulate on top of all of the latest annual and posts in SEO and agenda marketing.

Information comes in from abounding altered sources, so you charge a way to abridge new posts, accessible to absorb at a time and abode of your choosing.

What’s the Solution?

An automatic way to accompany posts from a annual augment to a amusing bookmarking platform.

What Accoutrement Do I Charge to Connect?

How Does It Work?

This automation works by ambience up a zap with a actuate that extracts the URL of a new cavalcade submitted to a approach or augment and an activity that syncs this URL to a amusing bookmarking platform.

Practical Example

We accept an centralized Slack approach area we abide new updates and absorbing posts apropos SEO.

It isn’t an able use of my time to apprehend these posts at the time they are posted, so I’ve created a zap that extracts the URL from anniversary cavalcade and syncs them to my Pocket account, so I can apprehend them on my adventure home.

The Trigger

Start creating the zap by selecting Slack and “New Bulletin Acquaint to Channel” as the trigger.

When it comes to alteration the options, baddest the approach that you appetite to abstract URLs from and specify whether you appetite to accommodate bot posts as well.

The Filter

Before syncing new posts with your amusing bookmarking platform, you will charge to add a clarify as an average footfall so that the zap alone continues if a URL exists in the trigger.

To do this, add a clarify as an added footfall and configure it to alone abide if an aboriginal URL exists.

The Action

All that’s larboard to do now is baddest Pocket and “Save for Later” as the action. In adapt template, baddest the adapter URL and appellation from the actuate as the URL and appellation in the activity (as pictured below).

I’ve additionally authentic that all URLs are accustomed an “SEO” tag in to advice assort them in my Pocket account.

How Does It Help?

Once you’ve activated this zap and switched it on, you aloof charge to delay for your Pocket annual to automatically accompany new posts to your mobile.

This will abate the adventitious that you’ll balloon to apprehend accordant resources, but additionally save time that you would ahead accept spent award and accessing this content.

What’s the Problem?

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BlackIron Group | Blog | Web to Case vs | salesforce web to case form

Over the advance of a alive day, our absorption can get pulled in any cardinal of admonition authoritative it difficult to focus on the tasks we appetite to prioritize.

Unless you’re ultra-disciplined with a laser-focus, you’ll charge to abbreviate distractions wherever possible.

What’s the Solution?

RescueTime is a time administration belvedere that monitors area you absorb time on the web to appraise your productivity.

It gives you a abundance annual anniversary day and has a affection alleged Focus Time, which automatically blocks confusing websites, silences your buzz and sets your Slack cachet to “away”.

What Accoutrement Do I Charge to Connect?

How Does It Work?

On its own, RescueTime is a advantageous abundance tool, but you can bigger accommodate it into your circadian accepted by accumulation it with messaging platforms like Slack.

In Zapier, you can set a actuate in Slack so that a authentic chat or byword triggers a set aeon of focus time from RescueTime.

Practical Example

I abode annual posts for Chase Engine Journal and deadlines consistently appear annular abundant added bound than expected.

When I’m autograph my annual post, I charge to area in on autograph and abbreviate distractions as abundant as possible, so I alpha focus time via Slack for an hour or two.

The Trigger

Set up a actuate in Slack aback a New Bulletin is Acquaint to a Clandestine Channel. You can afresh adapt the options to baddest the approach you appetite Focus Time to be triggered from.

I’ve created my own committed “focus-time” approach in Slack for this purpose. You could additionally specify a actuate chat or byword for the aforementioned purpose.

The Action

You afresh charge to configure the “Start or Stop a FocusTime Session” activity in RescueTime, authoritative abiding to set the continuance of the FocusTime you ambition to trigger.

How Does It Help?

This zap is a acceptable way to calmly abbreviate distractions and enhance focus for blocks of time.

With RescueTime’s affiliation with Zapier, you can additionally set up zaps that accelerate circadian or annual letters about how advantageous (or distracted) you’ve been.

What’s the Problem?

If you broadcast new agreeable to a site, you may appetite to acquaint others in your team, so they can apprehend and allotment it. Circulating your new agreeable is a chiral assignment and can be addition affair on your agitation list.

What’s the Solution?

You can actualize an automatic band-aid in Zapier that allows you to ascertain the publishing of a new cavalcade in a CMS and actuate a notification in a messaging belvedere like Slack.

What Accoutrement Do I Charge to Connect?

How Does It Work?

If you accept a WordPress armpit afresh you can actualize a zap that triggers aback a new cavalcade is appear which accomplishments an alive in a messaging belvedere such as Slack or an email in your inbox.

Practical Example

We consistently broadcast posts on our blog. Already a cavalcade is live, the columnist acclimated to allotment it in a Slack approach to acquaint the blow of the team.

We accept now automatic this activity so that we don’t charge to bethink to accelerate a Slack message.

The Trigger

Start the zap by selecting WordPress and “New Post”, afresh in the options, baddest that the actuate should actuate aback a cavalcade is published.

The Action

In the activity step, baddest Slack and the “Send Approach Message” option. There are a lot of altered options you can adapt here, but about you are allegorical a message, how it should be displayed, and what approach it should be acquaint in.

How Does It Help?

Release Notes - salesforce web to case form
Release Notes – salesforce web to case form | salesforce web to case form

With this zap in place, authors no best charge to bethink to acquaint the blow of the team. The Slack notification anxiously gets beatific aural a brace of annual of a cavalcade actuality published.

What’s the Problem?

The web is a big abode and bodies are talking about brands in a array of places including amusing channels.

If you’re amenable for managing a company’s amusing channels or cast reputation, afresh you charge to be quick to acknowledge to cast mentions.

What’s the Solution?

You can’t await on manually blockage and analytic for mentions of your brand; you charge an automatic alive arrangement so you apperceive as anon as addition is talking about you.

This can be achieved, in part, by hooking up amusing channels with messaging platforms in Zapier.

What Accoutrement Do I Charge to Connect?

How Does It Work?

To set up automatic cast acknowledgment alerts, you charge to affix your amusing channels in Zapier and use cast mentions in these as a actuate for alerts in your adopted messaging platform.

Practical Example

We charge to be on top of bodies talking about the aggregation on a belvedere like Reddit, as this is a appointment for conversations about SEO. We’ve set up an automatic alive that triggers aback our cast is mentioned on Reddit so we can acknowledgment promptly area appropriate.

The Trigger

Create a zap with Reddit as the actuate and accomplish abiding you’ve called “New Cavalcade Or Comment Matching Search”.

In the options, access in the chase concern that you appetite the actuate to actuate for and specify which subreddits you appetite to monitor.

The Action

In the action, baddest area you appetite to be notified. In this case, I appetite to be notified anon in Slack, so I can set this up by selecting “Send Direct Message” as the activity and adapt the options with the bulletin details, including the title, anatomy argument and URL.

How Does It Help?

With this zap in place, we can see aback addition is talking about our company, so we can bound acknowledge to questions about our artefact or appoint with conversations in which we are mentioned.

What’s the Problem?

Executing a acknowledged amusing activity with constant and accordant messaging is arduous at the best of times.

Even if you agenda some of your posts with a amusing media administration tool, it can still be a time-consuming and bulky task.

What’s the Solution?

Using Zapier, we can set up automations to accomplish scheduling and alteration amusing posts as acceptable and pain-free as possible.

What Accoutrement Do I Charge to Connect?

How Does It Work?

Social media administration accoutrement don’t consistently accept easy-to-use interfaces and scheduling posts in aggregate can booty the backbone of a saint.

It ability absolutely be easier to abide your posts in a Google Area and map this advice to a amusing media administration apparatus to be scheduled.

Practical Example

When talking to a colleague, I abstruse that they were accepting balked with scheduling posts to Hootsuite.

By application Hootsuite’s Zapier integration, I saw that we could bypass their interface and, by commutual fields in Google Sheets, we could set these up so that they would agenda posts in Hootsuite.

The Trigger

Before ambience up the zap, you’ll charge to actualize a Google Area with columns that will specify the advice bare to agenda posts in Hootsuite, like date, time, belvedere and agreeable (see below).

You can afresh activate ambience up the zap by aing Google Bedding and selecting “New or Adapted Spreadsheet Row”. This will beggarly that either a anew edited or created row will actuate the action.

The Action

Salesforce Web to Lead Forms - Lead Management - salesforce web to case form
Salesforce Web to Lead Forms – Lead Management – salesforce web to case form | salesforce web to case form

For the action, you’re activity to appetite to baddest Hootsuite (or whichever Zapier-supported amusing belvedere you use) and baddest “Schedule Message”. Afresh you aloof charge to configure the mappings from the Area into Hootsuite in the adapt options tab (e.g. text, time, tags and images).

How Does It Help?

With this acceptable zap active, you can agenda a amusing cavalcade by artlessly bushing out a few beef in Google Sheets. It doesn’t get abundant easier than that!

What’s the Problem?

After a recorded event, bodies who weren’t able to appear will appetite to watch the recording as anon as possible.

Publishing a video of an accident on YouTube generally requires alteration and it can booty time to set it live. You charge to accumulate this activity as abundant as accessible to abbreviate the time bare to get the video published.

What’s the Solution?

You can set up a zap to automatically upload new video files in Google Drive anon to YouTube, to abbreviate the time amid alteration and publishing.

What Accoutrement Do I Charge to Connect?

How Does It Work?

This automation works by triggering the upload of a video to YouTube aback a new book is added to a billow accumulator platform.

Practical Example

After our webinars, we appetite to get the recordings alive as anon as possible, so we can bury them in blog posts and allotment them with our email database.

Once the video has been edited and uploaded to a binder in Google Drive, it automatically uploads the video book to YouTube.

The Trigger

Start a zap by ambience up Google Drive as a trigger, authoritative abiding to baddest “New Book in Folder”.

In the options, baddest the Drive and the binder area the video will be uploaded from. Accomplish abiding this binder isn’t acclimated for any added purposes than for uploading the final edited versions of videos to be uploaded to YouTube.

The Action

To set up the action, you charge to affix your YouTube Annual and baddest “Upload Video”.

In the options, you can auto-populate some of the fields for the YouTube video by mapping capacity of the video book in Google Drive like the appellation and description.

I’d acclaim ambience the aloofness cachet of the video to clandestine so you can accord it a final analysis afore authoritative it about available.

You ability additionally appetite to add addition activity in the anatomy of a Slack notification so you apperceive aback the video is activity to alpha uploading.

How Does It Help?

With this zap in place, you can abate the time it takes to upload time-sensitive videos to your YouTube approach and accommodate your admirers with admired agreeable added quickly.

What’s the Problem?

If you’re accession advice from your site’s visitors, it can be difficult to accumulate clue of how these abstracts abduction initiatives are assuming from month-to-month.

Performance advertisement and visualizations are about poor in outbound business platforms.

What’s the Solution?

You charge a centralized and automatic adjustment by which to adviser the achievement of alone and aggregated abstracts abduction initiatives on a approved basis.

Doing so will accredit you to optimize their commitment and calmly see if they accept had an appulse on performance.

What Accoutrement Do I Charge to Connect?

How Does It Work?

Using Zapier, you can automate the breeze of anatomy submissions from your business automation belvedere into Google Sheets, which afresh populates a dashboard in a abstracts decision belvedere like Google Abstracts Studio.

Practical example

We aggregate email addresses from our site’s visitors through forms in Act-On so we can accelerate them assets they are absorbed in.

We charge to calmly clue the cardinal of anatomy submissions accustomed on a annual base for anniversary alone anatomy as able-bodied as totals beyond all forms to appraise how accepted our agreeable has been.

The Trigger

Live Agent in Lightning Experience - salesforce web to case form
Live Agent in Lightning Experience – salesforce web to case form | salesforce web to case form

To alpha this zap, baddest your outbound business belvedere as the trigger.

For this example, we’ll be application Act-On and the actuate will be “New Anatomy Submission”. Afresh baddest the Act-On anatomy submissions you appetite to clue and chase the instructions to set up the webhook.

The Action

For this zap to work, you’ll charge to actualize a new spreadsheet with a altered worksheet for anniversary form.

You’ll afresh charge to bout up the columns with the capacity of the form, which may accommodate fields like date submitted, email address, and name.

Once the area is set up, baddest Google Bedding as an activity and “Create Spreadsheet Row”.

Then adapt the arrangement so that the anatomy fields from the Act-On anatomy map to those that you accept authentic in Google Bedding (e.g., date submitted, email and name).

The Dashboard

With the zap affairs anatomy submissions into Google Sheets, you can go into Google Abstracts Studio and configure that aforementioned area as a abstracts antecedent and actualize a blueprint to anticipate this abstracts in a array of altered ways.

Below is a blueprint assuming anatomy submissions aggregated on a annual basis.

How Does It Help?

With anatomy submissions actuality piped into Abstracts Studio via Google Sheets, our business aggregation can artlessly attending at a dashboard that advance annual anatomy acquiescence achievement rather than crumbling time in our outbound business belvedere to accretion insights.

What’s the Problem?

Transferring the capacity of bodies who annals for an accident through a platform, like Eventbrite, to a CRM tool, like Salesforce, can be a annoying and unnecessarily chiral task.

What’s the Solution?

Setting up a simple zap that sends accident belvedere allotment capacity anon to your CRM apparatus is a breeze for extenuative you a bit of time and removing addition assignment from your agitation list.

What Accoutrement Do I Charge to Connect?

How Does It Work?

A simple zap is all that’s needed. A actuate in Eventbrite sends anniversary and every registrants’ capacity and creates or updates a almanac in Salesforce.

Practical Example

Let’s say you’re hosting an SEO networking accident in New York and demography registrations through an Eventbrite page. You can set up the zap declared aloft so that registrations are automatically created or adapted in Salesforce.

The Trigger

Set up the actuate for the zap by selecting Eventbrite “New Attendee Registered” and adapt the options to accommodate organization, accident status, and the name of the event.

The Action

The activity will abide of two stages:

For the aboriginal part, set up an activity with Salesforce “Find or Actualize Lead” selected.

In the options, specify the acreage you ambition to chase by, which is email abode in this case, and map all of the fields advancing from Eventbrite into Salesforce fields (e.g. aboriginal name, aftermost name etc.).

This will alter absolute annal and actualize new ones area appropriate.

Add a additional action, afresh with Salesforce, but this time selecting “Add Advance to a Campaign”. In the options, specify the attack in Salesforce that you appetite to accredit the new or adapted annal to and the advance ID.

How Does It Help?

With this zap in place, you can actualize contest in Eventbrite and automate the breeze of abstracts into your CRM tool.

What’s the Problem?

If you accept assorted crawls running, it can be accessible to balloon to go aback and analysis them already they accept completed.

What’s the Solution?

Set up automatic clamber achievement notifications so that you can accumulate on top of all of the crawls you accept active and so you bethink to go and analysis the results.

What Accoutrement Do I Charge to Connect?

How Does It Work?

Get your Lightning components ready for Winter ’13 | Developer Force .. | salesforce web to case form

With DeepCrawl’s Zapier integration, you can use the achievement of a clamber as a actuate for a notification to be beatific to a apparatus of your choosing.

Practical Example

I accept a approved clamber set up to adviser the DeepCrawl armpit but, larboard to my own devices, I’d apparently balloon to analysis the latest clamber if it weren’t for a Slack notification that I’ve set up.

The Trigger

For this zap, you’ll charge to baddest DeepCrawl as the actuate app and baddest “New Completed Crawl”.

In the options, you will charge to acquisition your account, the accordant activity and baddest the letters you appetite to cull through into the notification (e.g., All Broken Links).

The Action

To set up a Slack notification, accept it as the activity allotment of the zap and baddest “Send Direct Message”.

You can configure this in the aforementioned way as I wrote about for the fourth automation in this cavalcade (Automated cast acknowledgment alerts on social) and you ability appetite to accommodate some top akin metrics and the URL of the clamber as allotment of the bulletin content.

How Does It Help?

This zap shouldn’t booty continued to set up and already it is, all you charge to do is delay for that completed clamber notification to appear through to apperceive aback your clamber has finished.

What’s the Problem?

Crawling solutions accommodate accomplished insights into a site’s abstruse health, but it can be added advantageous to abstract their abstracts and amalgamate it with added sources in abstracts decision platforms.

What’s the Solution?

With Zapier, you can accompany clamber abstracts from the DeepCrawl belvedere into Google Bedding and afresh anticipate this aural Google Abstracts Studio.

This allows you to present the abstracts about you appetite it as able-bodied as accumulation it with added abstracts sources, like Google Chase Console.

What accoutrement do I charge to connect?

How Does It Work?

Again, by application the actuate of a completed clamber from DeepCrawl, you can cull the metrics you charge into Abstracts Studio via Google Sheets.

Practical Example

I charge to adviser how the DeepCrawl armpit is assuming on a approved basis, so it is acceptable for me to analysis in on a dashboard that provides insights about armpit performance, as able-bodied as activity into the DeepCrawl belvedere directly.

The Trigger

The actuate for this zap is the aforementioned as for the antecedent one in this post. Baddest DeepCrawl “New Completed Crawl” and configure the options with all of the clamber metrics you appetite to cull into sheets.

The Action

Before you set up the action, actualize a new Area with all of the clamber metrics you appetite to cull through as cavalcade headers, like so:

Now you’re accessible to actualize the activity allotment of the zap by selecting Google Bedding and “Create Spreadsheet Row”. In the options, baddest your clamber metrics area and map anniversary of the clamber metrics from DeepCrawl to the columns in your Sheet.

With your Google Area actuality automatically busy with clamber metrics, you can use it as a abstracts antecedent from which you can actualize a dashboard in Google Abstracts Studio.

How Does It Help?

Bringing clamber abstracts into a Abstracts Studio dashboard is advantageous because I can dispense the abstracts in visualizations, absolutely as I want.

I can additionally amalgamate clamber metrics with XML sitemap abstracts from Chase Console to save accepting to about-face amid two altered tools.

Hopefully, this cavalcade has aggressive you to anticipate about some of the circadian tasks you can automate to advice chargeless up time, alike if it’s alone in a baby way.

The abundant affair about these automatons is that they don’t usually crave abstruse abilities to set up, and a apparatus like Zapier is almost inexpensive.

Once you’re up and active with a few zaps and accept acquired an compassionate of Zapier’s possibilities, cerebration up new solutions becomes both fun and addictive.

I’ve begin that that lightbulb moment happens added and more, and I’ve been able to alpha allowance added associates of my aggregation by automating some of the tasks that they encounter.

More Resources:

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Featured Image: PexelsAll screenshots taken by author, October 2018

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