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Automated workflows in Salesforce using Fibbler data

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Introduction

Creating an automated workflow in Salesforce to trigger outbound processes based on LinkedIn ad interactions (via Fibbler) involves several stages: integrating Fibbler with Salesforce, creating custom fields to store LinkedIn ad data, and setting up Salesforce automation (using Process Builder or Flow) to trigger outbound actions based on specific criteria.

This guide gives you detailed steps for setting up an automated outreach workflow to accounts that have interacted with your LinkedIn ads.

What You Need

  • Fibbler Account: Ensure you have access to Fibbler with CRM Data Sync enabled.
  • LinkedIn Ads Account: Must have read-only permissions.
  • Salesforce Access:
    • Permissions for Accounts and Opportunities.
    • API access and read/write permissions for custom fields.

Step 1: Set Up Email Automation Workflow

Goal and Importance

Trigger outbound actions when certain LinkedIn ad interaction thresholds are met. For this example, we'll create a flow that sends an email to a prospect account when people associated with that account have viewed your LinkedIn ads 1000 times in the last 30 days.

Navigate to Flow Setup

  1. Go to Setup → Search for Flows
    2. Navigate to Flows in Setup
  2. Click New Flow.
    3. Click New Flow
  3. Choose Start From Scratch. Click "Next".
  4. Choose Record-Triggered Flow (trigger on updates to Account). Click "Create".

Define Trigger Conditions

  1. Select Account as the triggering object.
  2. Configure trigger to trigger the flow when A Record Is Created Or Updated.
  3. Set Entry Conditions to All Conditions Are Met (AND).
  4. Define the condition:
    • fibbler_linkedin_engagements_30_days is Greater Than or Equal to 5
    5. Define trigger conditions
Pro Tip:

You can add additional conditions such as:

  • LinkedIn Impressions 30 days > 100
  • LinkedIn Clicks 30 days > 1

These additional conditions allow you to make more detailed and granular flows.

Configure Flow Settings

  1. Set When to Run the Flow for Updated Records to "Only when a record is updated to meet the condition requirements"
  2. Set Optimize The Flow For to "Actions and Related Records"
  3. Tick the box "Include a Run Asynchronously path"
    4. Flow settings configuration

Add an Email Action

  1. In the Flow Builder, press the +
  2. Search for and choose "Send Email"
  3. Configure the email template:

    Suggested Template:

    SUBJECT: [1 word relevant value proposition]

    BODY:
    Hey [first_name],

    Considering [Value prop]? There are a couple of things to consider. Happy to give you a high-level outline of benefits and risks, so you can keep researching at your own pace.

    If this is something you're considering and you share your goal, I can be more specific, tho.

    This isn't for everyone. If this isn't relevant to you, go ahead and ignore this message. This isn't a sequence.

    Kind regards,
    [Sender_name]

Activate the Flow

  1. Save and test the flow using sample data
  2. Activate the flow to put it into production

Important: This step ensures that Salesforce can trigger outbound actions based on Fibbler data. Make sure to test thoroughly before activating in production.

Step 2: Set Up Task Automation Workflow

Goal and Importance

Create automated tasks for account owners when their accounts show significant LinkedIn ad engagement. This ensures timely follow-up and helps sales teams prioritize their outreach based on account activity.

Navigate to Flow Setup

  1. Go to Setup → Search for Flows
    2. Navigate to Flows in Setup
  2. Click New Flow.
  3. Choose Start From Scratch. Click "Next".
  4. Choose Record-Triggered Flow (trigger on updates to Account). Click "Create".

Define Trigger Conditions

  1. Select Account as the triggering object.
  2. Configure trigger to trigger the flow when A Record Is Created Or Updated.
  3. Set Entry Conditions to All Conditions Are Met (AND).
  4. Define the condition:
    • fibbler_linkedin_Engagements_30_days is Greater Than or Equal to 5
    5. Define trigger conditions
Pro Tip:

Consider additional conditions for more targeted task creation:

  • LinkedIn Impressions 30 days > 100
  • LinkedIn Clicks 30 days > 1

Configure Flow Settings

  1. Set When to Run the Flow for Updated Records to "Only when a record is updated to meet the condition requirements"
  2. Set Optimize The Flow For to "Actions and Related Records"
  3. Tick the box "Include a Run Asynchronously path"
    4. Flow settings configuration

Add Task Creation Action

  1. In the Flow Builder, press the +
  2. Search for and choose "Create a Task"
  3. Configure the task details:

    Required Fields:

    • Related Record ID: Triggering Account > Account ID
    • Description: Follow up with account due to high LinkedIn ad engagement
    • Subject: Create Task for Account Owner
    • Due Date: Within 2 days (Custom Formula)
  4. Set up the Due Date Formula:
    1. Click the date field
    2. Select New Resource
      3. New Resource selection
    3. Set Resource Type to Formula
    4. Configure the formula:
      • API Name: Within2Days
      • Description: A custom date formula that sets a task to be completed within 2 days
      • Data Type: Date
      • Formula: today() + 2
      5. Formula configuration

Activate the Flow

  1. Save and test the flow using sample data
  2. Activate the flow to put it into production

Important: Remember to repeat the task creation process for the asynchronous branch to ensure task creation reliability even during API connectivity issues.

Written by
Carl Wilhelm Hagander

Chief Revenue Officer @ ReSocialize