Salesforce CRM Integration With Route4Me via Zapier

Salesforce is an industry-leading cloud-based computing service as a software (SaaS) company that provides specialized customer relationship management (CRM) solutions. Salesforce also offers a wide variety of enterprise suite applications that are focused on customer tracking, analytics, customer retention, marketing automation, app development, and more. With Route4Me, you can establish a connection between your Salesforce and Route4Me accounts via Zapier for contact synchronization. Zapier is a powerful integration platform that works as a translator between different APIs, allowing you to bridge the gap between various web applications and automate tasks across them. Once you established a connection and automated contact synchronization between your Route4Me and Salesforce accounts, whenever you create a new Salesforce contact, this contact will be automatically copied into your Route4Me Synced Address Book with the same contact details and even custom data. 

Integrate Salesforce CRM With Route4Me Using Zapier

You can seamlessly synchronize and use your Salesforce contacts for planning optimized routes, inserting your Salesforce contacts into the best already planned routes, etc., without having to manually copy the details of each contact and jumping from one software to another. 

To integrate your Salesforce account with your Route4Me account using Zapier, first, log into your Zapier account accordingly. Next, you need to create a Zap that will establish a connection between your Salesforce and Route4Me accounts. To do so, you can start by selecting Salesforce and Route4Me in the “What apps do you want to connect today?” section in the Dashboard. Alternatively, click on the “Make a Zap!” button from any screen.

Setting Up the Salesforce Trigger Event

To integrate your Salesforce account with your Route4Me account so that every time a new contact is created on your Salesforce account a new contact with the same details is automatically created in your Route4Me Synced Address Book, you need to set up the corresponding Salesforce Trigger Event and Route4Me Action Event. To set up the Salesforce trigger event, first, search for and select Salesforce at the “When this happens …” integration stage at the “Choose App & Event” integration sub-stage. You can also name your Zap in the top left corner of the screen before proceeding.

Next, select “New Contact” from the “Choose Trigger Event” drop-down list and then click “Continue” to proceed.

After selecting the preferred trigger event, sign into your Salesforce account by clicking on the “Sign in to Salesforce” button. Next, select the Salesforce account you want to link to this Zap from the “Salesforce account” list or sign into another Salesforce account and then click on the “Continue” button to proceed.

After logging in, click “Continue” and then click “Test & Continue” to proceed.

Setting Up the Route4Me Synced Address Book Action Event

After setting up the preferred Salesforce trigger event (“New Contact”), you need to set up the corresponding action event for your Route4Me Synced Address Book so that every time a new contact is created on your Salesforce account, a new contact with the same details is automatically created in your Route4Me Synced Address Book. To do so, first, search for and select Route4Me at the “Do this …” integration stage at the “Choose App & Event” integration sub-stage.

Next, select “Create an Address” from the “Choose Action Event” drop-down list and then click “Continue” to proceed.

After selecting the preferred Route4Me action event, sign into your Route4Me account (Primary Route4Me Account) by clicking on the “Sign in to Route4Me” button. Next, input your Route4Me API key into the corresponding field and then click on the “Yes, Continue” button to proceed.

To find and copy your Route4Me API key, first, log into the Route4Me account that you want to integrate with your Salesforce account. Next, go to “My Account” from the navigation menu and then select “API” from the list (learn more). After that, you can copy your Route4Me API key accordingly.

Specifying Contact Synchronization Data

After establishing a connection between your Salesforce and Route4Me accounts, you need to specify what data will be synchronized from the new Salesforce contacts you create (trigger event) into the corresponding automatically created Route4Me Synced Address Book contacts (action event). NOTE: For your convenience, make sure that you have previously created at least one contact on your Salesforce account so that Zapier can use the data from this contact as an example of what data will be pulled from each new Salesforce contact you create and copied into the corresponding automatically created Route4Me Synced Address Book contacts. For example, when selecting what “Address” data will be copied from a new Salesforce contact (trigger event) into the corresponding Route4Me Synced Address Book contact (action event), the right placeholder value to select for this field will be the value that shows the address of your last created Salesforce contact (in this example, “Mailing Street”).

Each field at the “Customize Address” integration sub-stage should contain the data (placeholder(s)) that will be copied from the corresponding fields in your newly created Salesforce contacts and inserted into the corresponding fields in your automatically created Route4Me Synced Address Book contacts. To automate the synchronization process and make sure that the right data is dynamically pulled from each new Salesforce contact and copied into the right fields of the corresponding Route4Me Synced Address Book contacts, use placeholders. For your convenience, you can use the data from the last created Salesforce contact as an example of what data will be dynamically pulled from each new Salesforce contact you create and copied into the corresponding Route4Me Synced Address Book contacts.

In the “Address Group” field, you can specify a custom group ID that will be assigned to all contacts that are created on your Salesforce account and synchronized into your Route4Me Synced Address Book. Thus, when you have hundreds of thousands of contacts in your Route4Me Synced Address Book, you can effortlessly sort all contacts synced from your Salesforce account by their custom group ID. To learn more about group-coding addresses and using Route4Me’s Advanced Search Groups, visit this page.

The data fields from your Salesforce contacts that don’t fit into Route4Me’s reserved attributes/fields (i.e., Title, Department, Account Name, etc.) can be copied from your Salesforce contacts (trigger event) and inserted into your Route4Me Synced Address Book contacts (action event) as Custom Data. In the “Address Custom Data” section, add one or multiple custom data fields, name these fields and then insert the placeholders that you want to be dynamically copied from your new Salesforce contacts (trigger event) into your Route4Me Synced Address Book contacts (action event) as custom data. After setting up custom data → Click “Continue” → Review all added data fields → Click on the “Test & Continue” button to finish creating the Zap.

Once the Zap is created and enabled, Zapier will automatically test the new Zap and create a new Route4Me Synced Address Book contact to test the established connection and data synchronization. The created Route4Me Synced Address Book contact must contain the same details as in the examples of the placeholders that were inserted into the corresponding fields of the Zap at the “Customize Address” integration stage.

After creating the Zap, you can enable and disable it at any time, as well as edit its functionality and fields to your preference:

1. To learn more about managing your Zaps, visit this Zapier Support Page.
2. To learn more about troubleshooting your Zaps, visit this Zapier Support Page.

Using the Created Zap (Salesforce Trigger Event + Route4Me Action Event)

After creating and enabling the Zap, you can start using it for synchronizing your new Salesforce contacts with your Route4Me Synced Address Book. To create a new contact on your Salesforce account, first, go to “Contacts” from the navigation menu at the top and then click on the “New” button in the top right corner. After that, fill out the contact’s details and then click on the “Save” button to save this contact accordingly (learn more).

Once you create a new contact on your Salesforce account, Zapier will automatically copy data from this Salesforce contact and create the corresponding contact in your Route4Me Synced Address Book based on your Zap’s settings and specified fields with placeholders and custom text.

To check how and what data was dynamically synchronized from the new Salesforce contact into the corresponding Route4Me Synced Address Bok contact, open them side-by-side and compare their details. To view the contact’s custom data, click on the corresponding button.

In the Custom Data Editor, you can view what custom data was copied from the created Salesforce contact into the corresponding Route4Me Synced Address Book contact.

In the “Group” field of the contact synchronized into your Route4Me Synced Address Book from your Salesforce account, you can view the predefined group ID assigned to this contact by Zapier. Thus, when you have hundreds of thousands of contacts in your Route4Me Synced Address Book, you can effortlessly sort all contacts synced from your Salesforce account by their custom group ID and hundreds of other parameters using Route4Me’s Advanced Search Groups (learn more).