Update CRM based on data from another source

Do you use a form or survey to collect new leads? Or is there an API or database that you wish you could use to automatically pull in new opportunities? In the example below, we show you how you can very quickly and easily do just this.

Update CRM based on data from another source

Let's clean that data!

Using Parabola, you can directly integrate with many commonly-used services and APIs, but we also support CSV/Excel file uploads. In the provided example, we pull data from Mailchimp (newsletter) and Typeform (survey).

If you can't find the service you use in our sidebar, you can also use the Pull from an API step: this step lets you connect to just about any web service with a standard REST API. We're pretty confident you'll be able to plop your data into Parabola, and if you have any trouble you can always reach out to us so we can help you get started.

After we've pulled our data into Parabola, we do a few simple manipulations to make sure the data is formatted correctly.

–Before we merge the data together, we use the Remove columns and Rename columns steps to keep data consistent.

–We also use a date comparison (comparing today to when each row in the data was created) – this will allow us to make sure we only include the last 24 hours of data so that we can run this flow every day and be sure we're not duplicating old information. Huzzah!

There are loads of other steps that you can use to clean your data, like the Format dates, Insert math column, or Pivot columns steps.

Move your data into your CRM

Okay, so we've pulled in our data from Mailchimp and Typeform, cleaned and manipulated it using steps, merged it together, now let's send it to our CRM (in this case, Salesforce).

–First, we use the Stack tables step to put the data together.

–Next, we filter using Remove rows step to make sure we're only including data from the past day (we want this flow to run daily).

–We dedupe just in case there are duplicates and then we send it to Salesforce. Boom!

This would work with any CRM you use: Zoho, Airtable, Hubspot, or something else. If you're having trouble figuring out how to use Parabola with your trusted CRM, give us a shout and we'll help you get started.