-
-
Notifications
You must be signed in to change notification settings - Fork 1
Open
Labels
Module: ADMGeneral ADMinistration for the project.General ADMinistration for the project.Project: TIOFIssue related to The IO Foundation.Issue related to The IO Foundation.⚙ Team: InfrastructureTasks related to Team Infrastructure.Tasks related to Team Infrastructure.⚡ Priority: HighThis task has High priority.This task has High priority.✔ Stage: ReadyThis Task is ready to be implemented.This Task is ready to be implemented.💼 Need: ServiceThis Issue involves implementing a service.This Issue involves implementing a service.🔑 Keyword: SalesforceIssue involving the use of Salesforce.Issue involving the use of Salesforce.🤖 Need: AutomationThis Issue describes a set of tasks that should be automated.This Issue describes a set of tasks that should be automated.
Description
Problem
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) -
Should have
-- -
Could have
-- Webhook for async invokes.
Resources
Technical documentation
http://TIOF.Click/DocsInfrastructureFunnels
http://TIOF.Click/DocsInfrastructureSalesforce
http://TIOF.Click/DocsInfrastructureCustomFields
Related Issues
Metadata
Metadata
Assignees
Labels
Module: ADMGeneral ADMinistration for the project.General ADMinistration for the project.Project: TIOFIssue related to The IO Foundation.Issue related to The IO Foundation.⚙ Team: InfrastructureTasks related to Team Infrastructure.Tasks related to Team Infrastructure.⚡ Priority: HighThis task has High priority.This task has High priority.✔ Stage: ReadyThis Task is ready to be implemented.This Task is ready to be implemented.💼 Need: ServiceThis Issue involves implementing a service.This Issue involves implementing a service.🔑 Keyword: SalesforceIssue involving the use of Salesforce.Issue involving the use of Salesforce.🤖 Need: AutomationThis Issue describes a set of tasks that should be automated.This Issue describes a set of tasks that should be automated.
