Connecting an Online Calculator to Salesforce

In this article, we will connect a SpreadsheetWeb application to a CRM system via by creating a SpreadsheetWeb online calculator and then sending the user-submitted data – along with calculated data – to Salesforce as a new lead.

Below is an online calculator build on SpreadsheetWeb that calculates cost savings for replacing traditional light fixtures with LED.

Many businesses build their pricing tools in Excel. With SpreadsheetWeb, those pricing spreadsheets can be turned into interactive calculators and used as lead generation tools. Converting the user-submitted data into a lead in a CRM system can be an extremely valuable prospect for automating the entire process.

In this example, we will create a Scenario to connect this SpreadsheetWeb application to Salesforce. Each time a visitor runs the calculator a new lead will be created in the CRM platform.

The first step is to create a new Scenario. Click on Create a new Scenario and then select SpreadsheetWeb Hub as the application.

Then, choose Watch New Data Record as your trigger.

Next, create a connection with your SpreadsheetWeb Hub account. Select your workspace and the SpreadsheetWeb application that you intend to connect to.

Next, click on Add Another Module and select Salesforce.

Select Create a Record as the action.

Next, create a connection with your Salesforce account. Select the type of record you want to create and enter the details in the fields that auto-populate based on your selection.

Note that most online calculators are business- and industry-specific. Make sure to create the corresponding custom fields in Salesforce.

Once you configure your scenario, you should test it to ensure that everything is working properly. Click the Run once button to test your scenario.

After testing the scenario, if it is successful, then you can activate your scenario using the ON/OFF button.

When you are done, load the SpreadsheetWeb Hub application, enter a set of inputs and hit Save. When you go to your Salesforce account, you will see a new Lead that has been created with this data. (Note: The process is asynchronous, so it may take a few minutes to appear.)

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