...
Lead status becomes Closed - Converted
...
Newsletter Subscribers
To start synchronizing your subscribed customers as Lead with Salesforce you need to set desired settings on the Salesforce Newsletter Subscribers page
Go to Magneto Admin panel - Salesforce - Customers - Newsletter Subscribers tab
Set next option for example
1. Automated Synchronization - Yes
Subscribed customers will be automatically synchronized with Salesforce Leads
2. Advanced Parsing - For every subscriber
The integration will use internal logic to collect the required information from the email address to capture subscriber record and their subscription status in Salesforce.
...
Go to Magento Frontend and scroll to the end of the Home page
Type email into Subscribe field and click Subscribe button
...
Go to Magento Admin panel - Marketing - Newsletter Subscribers
Scroll to the newly subscribed customer
Lead ID column has link and Contact ID column is empty
...
Click on the “Lead ID“ link and check data on the Salesforce Lead page
...
Go to Magento Frontend and create new customer with subscriber email
...
Go to Magento Admin panel - Marketing - Newsletter Subscribers
Scroll to the newly subscribed customer
Lead ID and Contact ID columns have links
...
Click on the “Contact ID“ link and check data on the Salesforce Contact page
...
Related articles
Filter by label (Content by label) | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...