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Salesforce and Encharge.io are not connected platforms and thus Contacts on Salesforce are not synced automatically with Encharge.
Objectives
Sync Salesforce Contacts with Encharge Contacts
Respect the same Segments defined in Salesforce and transpose them into Encharge
Proposed solution
Create an n8n scheduled script that syncs SF Contacts to Encharge Contacts.
Extra information
Must have
-- Scheduled Salesforce Contacts >> Contacts Encharge sync
-- Fields and assignments as per documentation: http://TIOF.Click/DocsInfrastructureCustomFields
-- Must respect the SF Field Encharge (TIOF_Sync_Encharge__c)
Problem
Salesforce and Encharge.io are not connected platforms and thus Contacts on Salesforce are not synced automatically with Encharge.
Objectives
Proposed solution
Create an n8n scheduled script that syncs SF Contacts to Encharge Contacts.
Extra information
Must have -- Scheduled Salesforce Contacts >> Contacts Encharge sync -- Fields and assignments as per documentation: http://TIOF.Click/DocsInfrastructureCustomFields -- Must respect the SF Field Encharge (TIOF_Sync_Encharge__c)
Should have --
Could have -- Webhook for async invokes.
Resources
Technical documentation
http://TIOF.Click/DocsInfrastructureFunnels http://TIOF.Click/DocsInfrastructureSalesforce http://TIOF.Click/DocsInfrastructureCustomFields
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