Push Data From Mautic To Salesforce

9.03.2020
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Pushing records from Mautic to Salesforce using Segments and Campaign

Below are the steps to push specific records (using filters) from Mautic to Salesforce:

  1. Create Segment
    Segments are the list of Contact records. Click on the segment tab and then click on the New button to create a new segment. The following window will open:
    Mautic to Salesforce 1
    There are two tabs –

    • Details:- Here, we can add the Name, Alias, and Description of the Segment as shown above image.
    • Filters:- In this tab, we can add multiple filters in order to add specific contacts (which matches these filter criteria) in this segment. Below is the image of a dropdown list of all fields/columns on which we can apply filters.

    Mautic to Salesforce 2
    We can use any one of the below operators to filter out records.
    Mautic to Salesforce 3
    We can also add AND, OR operators in between each filter criteria as shown below image:
    Push Data
    After applying all filters, save this segment.

  2. Add contacts to Segment
    Contacts can be added in the segment in the following two ways:

    • Automatically: We can schedule the below cron job in our machine in order to add the contacts (which matches the filter criteria) in the segment and update the segment periodically.mautic:segments:update –env=prod
    • Manually: Filters are not applied if we manually add the contact in the segment. Below are the steps to add contact(s) manually:
        • Add single Contact: Open the detailed page of any contact record, then click on the Preferences button as shown below:
          Mautic to Salesforce 4After selecting, the below popup window will open. Select the Segment tab and then select segment(s) in which we want to add this Contact.

      Push Data 4

        • Add Multiple Contacts: We can also add multiple contacts in the segment manually (or change the existing segment) by selecting the multiple contacts and then select “Change Segment” option from the dropdown as shown below image:
          Push Data 5

      After selecting the “Change Segment”, It will open the below popup window. Here, we can remove and add the segment (to which we want to add the selected Contacts).
      Push Data 6

  3. Create Campaign
    We can create the Campaign to push selected contacts (those present in the segment) to the Salesforce end. Open Campaigns tab and click on the “New” button, The following window will open:
    Push Data 7Here, we can add the name and description of the Campaign. Click on the “Launch Campaign Builder” button, the below popup window will open:
    Push Data 8

    Here, we can create the workflow- We can either select “Contact segments” or “Campaign forms” from the Contact Source dropdown list (as shown above image). In our case, we will select “Contact segments” and then a segment. After that, we can choose one of the below three blocks – Decision, Action, and Condition.
    Push Data 9

    In our case, we will select Action and then select the “Push Contacts to Integration” option from the “Action” dropdown list as shown below:
    Push Data 10
    After selecting this, The below popup window will open. We can select the execution time and Integration of this action.
    Push Data 11
    After building Campaign flow, click on the “Apply” button to save this flow.

  4. At last, We will execute the below two cron jobs:
    • mautic:campaigns:update –env=prod – This cron job add all the contacts of Segment in the Campaign record.
    • mautic:campaigns:trigger –env=prod – This cron job execute each Action in the Campaign.

    After execution of these cron jobs, selected Contact records will be pushed from Mautic to Salesforce Lead object.

    What are Segments in SalesForce?

    Segments are the list of Contact records.

    How can we automatically add contacts to segments?

    We can schedule the below cron job in our machine in order to add the contacts (which matches the filter criteria) in the segment and update the segment periodically. mautic:segments:update –env=prod

    How can we manually add contacts to segments?

    Filters are not applied if we manually add the contact in the segment. Below are the steps to add contact(s) manually:
    Add single Contact: Open the detailed page of any contact record, then click on the Preferences button. Select the Segment tab and then select segment(s) in which we want to add this Contact.
    Add Multiple Contacts: We can also add multiple contacts in the segment manually (or change the existing segment) by selecting the multiple contacts and then select “Change Segment” option from the dropdown. We can now remove and add the segment (to which we want to add the selected Contacts).

    Why do we need to create a campaign?

    We can create the Campaign to push selected contacts (those present in the segment) to the Salesforce end.

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