The following are the Salesforce integration patterns supported by Jicoo.
Lead Synchronisation
Please select the option to check customer information in the fields that are automatically registered in Salesforce and register them as leads.
Cases where a new lead is created
If a reservation is made using an email address that does not yet exist in the Salesforce lead, a new lead will be created.
Cases where an existing lead is updated
This is when a reservation is made using an email address that already exists as a lead on Salesforce.
*If the existing lead has been changed to a sales meeting, the information for the contact person will not be updated.
If you have enabled overwriting existing records,
the form-linked information for the existing lead will be updated.
If you have not enabled overwriting existing records,
the form-linked information for the existing lead will not be updated.
Case where the contact person is updated
Please select ‘Check customer information in the items that are automatically registered in Salesforce and register as the contact person’.
Case where a new contact person is created
If a reservation is made with an email address that does not yet exist for the contact person in Salesforce, a new lead will be created.
Case where an existing contact is updated
This is when a reservation is made using an email address that already exists in Salesforce.
If you have enabled overwriting existing records
the form integration information for the existing contact will be updated
If you have selected to register as a lead, the contact will be updated if it is already in Salesforce
If you have not enabled overwriting existing records
the form integration information for the existing contact will not be updated
Synchronisation pattern table
Prerequisite | Update target |
When the lead is registered as On and only the lead exists | Overwrite the lead |
When the lead is registered as On and only the contact exists | Overwrite the contact |
When the lead is registered as On and both the lead and contact exist | Overwrite the contact |
When the contact is registered as On and only the lead exists | Register the contact |
When the contact is registered as On and only the contact exists | Overwrite the contact |
When both the lead and the contact are registered. | Overwrite the contact |
Synchronisation of actions
Cases where new actions are created
If you have enabled the automatic registration of items in Salesforce > Actions (activity records)
When a new appointment is made in Jicoo, a new action is created for the lead or contact.
Cases where existing activities are updated
Items to be automatically registered in Salesforce > If you have enabled ‘Activities (record of activities)
If there is an existing activity, the information in the activity of the lead or contact person will be overwritten.
Cases where existing activities are deleted
Items to be automatically registered in Salesforce > If you have enabled Activities (record of activities)
If there is an existing activity, the information in the activity of the lead or contact person will be deleted.g action, it will be overwritten with the lead or account manager's action information.
Cases where an existing action is deleted
If you have enabled the Auto Enrollment in Salesforce > Behaviors (Activity Logs)
If there is an existing action, the information of the action of the lead or contact manager will be deleted.