Update the contact/lead status based on the Engage flow status
Contacts and leads can be added to an Engage flow and the Engage fields can be exported and displayed in the contact and lead in Salesforce. As the contact is moved through the flow, the status of the contact in the flow changes, and you may to update the status of the contact in Salesforce. Updating the status in Salesforce can be automated via a Salesforce flow.
This article explains how to create a flow that updates the contact and lead status based on the Engage flow status.
Note that:
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This article describes the flow for updating a lead object. You need to set up a separate flow to update the contact.
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Salesforce statuses are customized by each organization. You must adjust this flow to suit your CRM setup.
You must be a Salesforce admin to define the flow in Salesforce:
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In Salesforce, go to Setup > Process Automation > Flows and click New flow.
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Select Record - Triggered Flow.
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Fill in the form as follows:
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Object: Lead
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Configure Trigger: A record is updated
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Set Entry Conditions:
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Condition requirement: Formula Evaluates to True
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Formula: ISCHANGED(Gong__Flow_Status__c)
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You now need to configure the step where the lead record is updated in Salesforce with the new status:
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In the flow builder, click the + sign to add a step to the flow and select Update Records. This triggers this step when the Engage Flow Status field in the lead record is updated
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Configure the step as follows:
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Find the records to update and set values: Use the lead record that triggered the flow
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Filter conditions: None - Always Update Record
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In the Toolbox, create a new formula resource:
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Give the API Name a meaningful name
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Data type: Text
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Formula
CASE({!$Record.Gong__Flow_Status__c}, "Active", "<Lead status>, "Paused", "<Lead status>", "Opted Out", "<Lead status>", "Removed", “<Lead status>”, "Completed","<Lead status>", "Removed Response", "<Lead status>", "N/A")For example:
CASE({!$Record.Gong__Flow_Status__c}, "Active", "Contacted", "Paused", "Not Sure", "Opted Out", "Not Interested", "Removed", "Unqualified", "Completed","Converted", "Removed Response", "Discontinued", "N/A")
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Add the new formula to the Value for the status field.