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  • 1.  How to Automate the Import of Salesforce Leads into a Genesys Cloud Campaign

    Posted 8 days ago

    I'm seeking guidance on how to automate the process of importing leads from Salesforce into a Genesys Cloud campaign. While I understand the manual steps of exporting leads as a CSV, I would prefer a solution that allows for a seamless and automated integration between the two platforms.


    #API/Integrations

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    Anu Joseph
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  • 2.  RE: How to Automate the Import of Salesforce Leads into a Genesys Cloud Campaign
    Best Answer

    Posted 7 days ago

    Have you looked through this resource article?  https://help.mypurecloud.com/articles/about-campaign-management-genesys-cloud-salesforce/

    Also, you can use Flow in Salesforce to pass lead list to contact list in Genesys using the Outbound API.  



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    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
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  • 3.  RE: How to Automate the Import of Salesforce Leads into a Genesys Cloud Campaign

    Posted 7 days ago

    Thank you Robert for your support. I will try with Outbound API and Salesforce flow option.



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    Anu Joseph
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  • 4.  RE: How to Automate the Import of Salesforce Leads into a Genesys Cloud Campaign

    GENESYS
    Posted 5 days ago

    Hi Anu,

    As Robert mentioned, you should be able to write some VisualForce code in Salesforce and link that to the trigger for a new lead.  In the VF code you can then call the Genesys Cloud APIs to add that lead to a campaign.

    Alternatively, if the lead generates an email notification then you could add a Genesys Cloud inbound email address to that lead notification.  The lead notification could then be processed by a Genesys Cloud inbound email flow which can call a Genesys Cloud Data Action to call the API to add that lead to a campaign.  I only bring is method up because it doesn't necessary involve a developer to write VF code.

    I hope that helps.



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    Jim Crespino
    Senior Director, Developer Evangelism
    Genesys
    https://developer.genesys.com
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  • 5.  RE: How to Automate the Import of Salesforce Leads into a Genesys Cloud Campaign

    Posted 5 days ago

    Thank you for your Guidance! We will explore this method as you suggested. The only constraint we have is that Salesforce is managed by the customer's parent organization, and the end users have limited access. However, we will request to enable the email notification and see how it goes. Appreciate your help.



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    Anu Joseph
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