With the Lasso integration for Salesforce, you can export leads and accounts from Lasso, and keep them updated automatically with data from CVR. Using Salesforce's Webhooks, you are able to create contacts directly in Salesforce, but still have Lasso enrich and update them when they are updated in CVR.
Updating items created in Salesforce
Apart from sending leads and accounts from Lasso to your Salesforce system, it may be preferable in some setups to not have to leave your Salesforce system to retrieve data. With our webhook-based integration with Salesforce, it is possible to do just that.
How it works
Lasso utilizes Outbound Messages triggered by Workflow Rules to notify Lasso about changes to the CVR field in Lasso, or the creation of a new Lead or Account. This allows us to propagate data to your Salesforce system without having to leave Salesforce to do so. It works both on the creation of new Leads and Accounts, as well as on updates of the CVR field on Lead or Account. Once we have been alerted, we will propagate the data and start monitoring the company on your behalf, sending you any updates to the data that may occur. If you change an existing CVR to a new one, you will no longer receive updates for the old CVR.
Setting it up
Setup is fairly simple. First, you must connect your Salesforce with Lasso. Then, you must create a workflow rule with an accompanying outbound message to our servers and activate it.
Connect with Lasso
Connecting your Salesforce account with Lasso is done by simply going to the settings page and clicking integrations, choosing Salesforce from the list. Authentication is done using OAuth (Username and password). Be sure to use a system or admin account for this, as the user you pick will not be able to utilize the functionality within Salesforce due to technical limitations of Salesforce.
Make sure to set up your mappings while you're there.
Create Workflow Rule
Go to your setup page in Salesforce, under Platform Tools open Process Automation, and then Workflow Rules.
- Create a new rule, and select Account or Lead, depending on your needs. Click next.
- Add a rule name, e.g. "Lasso", set Evaluation Criteria to "Created, and every time it's updated"
Under Rule criteria, switch to "run this rule if the formula evaluates to true", and enter the following in the formula field:
AND( OR(ISCHANGED(YOUR_CVR_FIELD), ISNEW()), LEN(YOUR_CVR_FIELD)==8, ISNUMBER(YOUR_CVR_FIELD), CreatedBy.Email != 'YOUR_CONNECTED_ACCOUNT_EMAIL' )
Replacing YOUR_CVR_FIELD and YOUR_CONNECTED_ACCOUNT_EMAIL to the correct cvr field and connected account email, respectively. In short, this rule makes sure that the rule will fire whenever a new account is created or modified, and the CVR is set to a valid, new CVR number. It also ensures that the connected account does not trigger the rule, as this would cause problems when importing from Lasso.
Create Outbound Message
Finally, add an Outbound Message as an Immediate Workflow Action, and configure the name and unique name to your liking, and set the endpoint url to:
Under Fields to send, include the fields Id and YOUR_CVR_FIELD.
Don't forget to activate
Once you've created the outbound message on the workflow rule, make sure to activate the workflow rule.
There are two limitations to this integration; first, it is not allowed to use the integration with the user that is connected with Lasso, which is avoided using the formula above. This is to avoid mass import of data from Lasso triggering an unwanted amount of updates through webhooks. Second, it is not possible to use this feature in combination with mass imports. If our servers see more than five companies created or changed in a single operation, such as a mass import, they will be ignored.