mautic - Insurance Software development

Push Data From Mautic To Salesforce

Author - Webner
6:29 am
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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:

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:

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 […]

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