Problem

Salesforce and Encharge.io are not connected platforms and thus Contacts on Salesforce are not synced automatically with Encharge.

Objectives

• Sync Salesforce Contacts with Encharge Contacts
• Respect the same Segments defined in Salesforce and transpose them into Encharge

Proposed solution

Create an n8n scheduled script that syncs SF Contacts to Encharge Contacts.

Extra information

• Must have
  -- Scheduled Salesforce Contacts >> Contacts Encharge sync
  -- Fields and assignments as per documentation: http://TIOF.Click/DocsInfrastructureCustomFields
  -- Must respect the SF Field Encharge (TIOF_Sync_Encharge__c)

• Should have
  --

• Could have
  -- Webhook for async invokes.

Resources

Technical documentation

http://TIOF.Click/DocsInfrastructureFunnels
http://TIOF.Click/DocsInfrastructureSalesforce
http://TIOF.Click/DocsInfrastructureCustomFields

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