Zapier - Use Zapier to create a QLM user when a SalesForce lead is created
If you use Zapier and salesforce.com and would like to automatically create a QLM user when a salesforce.com lead is created, follow the steps below:
[Note that this integration is available as of QLM 9.2.16346.1]
Login to Zapier
Click Make a Zap
In the Choose a Trigger App, select: Salesforce
Then, select New Lead
Click Save & Continue
If prompted, connect to your Salesforce account
Click Fech & Continue
Click View your lead and confirm that all the information is visible.
Click Continue
In the Choose an Action App, select "Code by Zapier"
Select "Run javascript"
Click Save + Continue
In the Code section, paste the content of the attached script (addUser.js)
Modify the URL in the script to match your QLM License Server
In the Input Data section, add a row for each field in the address that you would like to map as follows:
QLM variable | SalesForce Mapping |
is_vendor | zapier |
is_vendor | zapier |
name | Full Name |
company | Company |
address1 | Street |
address2 |
|
phone | Phone |
region | State/Province |
country | Country |
postalcode | Zip/Postal Code |
city | City |
is_user | QLM user name for Zapier integration |
is_pwd | QLM password for Zapier integration |
You may also see the attached screenshot (SalesForceContactMapping.png).
Click Continue
Click Create and Continue
Connect to QLM and verify that a user was created
Click Finish
Name your zap and turn it on.
While the Zap is on, new leads in Salesforce will be automatically created in QLM.
For more details about the is_user and is_pwd argument, refer to this article.
addUser.js1 KB Download
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