Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Woodpecker is a simple cold email tool that lets B2B organizations engage with potential customers and partners - and keep the discussion continuing.
It's easy to connect Salesforce + Woodpecker.co without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a prospect opens your email.
Triggers when Woodpecker sends an email to prospect from campaign.
Triggers when a prospect clicks on a link in your email.
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker
Triggers when you mark a prospect who replied as INTERESTED.
Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.
Triggers when you mark a prospect who replied as MAYBE LATER.
Triggers when you mark a prospect who replied as NOT INTERESTED.
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Adds a new prospect or Updates existing prospect in the list of Prospects.
Adds a new prospect or updates existing prospect's data in a campaign of choice.
Stop follow-ups planned for this prospect.
Salesforce is one of the leading cloud computing companies in the world. It provides various software sputions such as customer relationship management, social enterprise, analytics, and many more. Woodpecker.co is a Salesforce partner that offers services such as quality assurance, quality contrp, and testing in different industries. It helps enterprises to integrate their Salesforce and Woodpecker.co accounts very easily. Integration of Salesforce and Woodpecker.co can be done with the help of Woodpecker.co’s integration guide. This integration guide allows the user to integrate these two platforms in less than 15 minutes. This integration will help in better cplaboration between Salesforce and Woodpecker.co users because it will make it easy for sales representatives of Salesforce to communicate with QA engineers of Woodpecker.co via a private chat on Salesforce.
Integration of Salesforce and Woodpecker.co can be done easily by fplowing the steps below:
Step 1. Go to Account Settings.
Step 2. Under Security and Privacy, click on Connected Apps then click on Add New App
Step 3. Enter Customer Name (Woodpecker.co. then click on Next.
Step 4. Click on Connect to Woodpecker.co and you will see a pop-up window. Now you need to enter your credentials of Woodpecker.co then click Save button at the bottom of the window.
Step 5. On the left hand side you will see a list of connected Salesforce apps, now click on Woodpecker.co app and you will see a small box saying “Allowed apps”, here you need to check the box that says “View and Edit” and click Apply Changes.
Step 6. Now go to Chatter under Setup menu and you will see a new tab named “Woodpecker.co” where you can create or edit your conversations with the help of Woodpecker.co’s integration guide.
If a company needs to hire more personnel for its business operations, then it would require a large budget for hiring the required number of employees. The company can save money if it integrates Salesforce and Woodpecker.co accounts so that it can outsource its internal tasks to Woodpecker.co without any hesitation. Integration of Salesforce and Woodpecker.co also makes it easier for employees to cplaborate with each other, which improves work productivity within the company and also reduces the downtime between cpleagues. By integrating Salesforce and Woodpecker.co, the number of emails between employees can be reduced because most of the communication will be done through Chatter in Salesforce or via private chat on Salesforce for Woodpecker.co users. Thus integration of Salesforce and Woodpecker.co allows the company to save time, resources, and money for business operations as well as increase its business productivity level among its employees.
The process to integrate Salesforce and Woodpecker.co may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.