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How To Add a Salesforce.com Lead to RedCappi

In this article, we explain how you can use the RedCappi Zapier Integration  to add a Salesforce.com lead to a RedCappi Autoresponder, which automatically triggers a series of emails, each time the lead is created in Salesforce.com. If you prefer, you could also add a Salesforce.com contact to RedCappi anytime a contact is created by using that option in the trigger.  To learn more about RedCappi’s Zapier Inegration, go to our help center & click RedCappi integrations.  If you have any questions or need help setting up your Zap, please contact us via email at support@redcappi.com.

What You’ll Need

Before creating this Zap, you’ll the following:

1. A paid Zapier Account that allows you to build (3) step Zaps (cost ~$20/month)
2. A paid Salesforce.com Account
3. Free RedCappi Account 

Creating the Trigger in Your Zap

Note- in this example, we teach you how to create a contact in Redcappi each time a lead is created in salesforce.com. You can also automatically create a contact in RedCappi when based upon many other options from Salesforce.com.  Take a look at the trigger options in Zapier to get a feel for the other options

1. Login to Zapier click create a Zap
2. Type Salesforce in the search box under ‘Choose a Trigger Ap’ then click continue

3. Under Choose a Trigger, click New Lead then click save & continue

4. Login with your Salesforce.com credentials & Make sure you test the connection, you will receive a green Test Successful Bar

5.  Click the red continue button

Adding Your Action (add contacts to RedCappi)

Next, we’ll add the contact to a list in RedCappi which can point directly to an autoresponder which will send the contact an email sequence based upon the time intervals that you prescribe.

1. Under Choose App, type RedCappi in the search bar
2. 
3. Select create contact to create a contact in a list
4. 
5. Click save & continue
6. Click Connect your redcappi account.  Find your public & private API keys in RedCappi by clicking the extras tab at the top of your redcappi account, then clicking generate key at the bottom of the screen.  Then paste those values into Zapier, then clicking yes continue in Zapier
7. Select the redcappi list you’d like to add this contact to and make sure you map the email address as those are the only 2 mandatory fields.  Map any additional salesforce.com fields into redcappi by clicking the + icons associated with any fields you want to map
8. 
9. Click create & continue to send a test record from Hubspot CRM into RedCappi
10. 
11. You’ll receive a test confirmation once your test successfully completes
12. 
13. You can check the list in RedCappi to make sure the contact was added as expected by searching for the email address of the contact added during the test

Doing a Live Test

1. The last step is to do a live test
2. Make sure you login to Zapier & turn your Zap on
3. Login to Salesforce.com, create a lead
4. Grab Yourself a Cup of Coffe :-).  It will take up to 15 minutes for the Zap to run
5. Log back into RedCappi & make sure the contact(s) have been added to your list
6. Pat yourself on the back.  You just designed a data integration that could generate thousands of dollars in revenue for your company.  Great work

FAQs

1. If a contact already exists in redcappi, would they still be added from Salesforce.com to my specified list if I update the field in Hubspot CRM?  Yes, a contact in RedCappi can be added to multiple lists
2. Is there a way to create this Zap using a free Zapier account? No, Salesforce.com is a premium app which means you must be on a paid Zapier plan in order for this Zap to work
3. Can a lead that is added to Salesforce.com through the API or Web-to-lead feature also be automatically added to RedCappi through Zapier?  Yes, we conducted tests to make sure that both leads created in Salesforce.com manually by users and leads created in Salesforce.com through online forms would both be created as contacts in RedCappi, and the tests were successful