Showing posts with label crm. Show all posts
Showing posts with label crm. Show all posts

Monday, September 29, 2014

Pull Salesforce Data into AdWords Using Scripts

After my post about importing Zoho CRM data into AdWords, I received a lot of comments about doing something similar for Salesforce. I finally had some time to build a simple class that allows you to query data and objects from your Salesforce instance and use it in your scripts.

First, we will need to set you up with some OAuth credentials, and for that, you need to set up a new connected app in Salesforce. It is in slightly different places in each version, but using the developer version, I was able to find it under Setup > Build > Create > Apps. From there, all the way at the bottom, you can see a section for Connected Apps.
Creating a new connected app

If for some reason you can't find it in your Salesforce instance, your admin may not have given you access to it. Hopefully, they can help you.

After clicking the new button, you will need to fill out a few required fields and then select the option to "Enable Oauth Settings." You will need to enter a callback url but we won't be using it so you can enter any url that starts with https. For "Scopes", I just said "Full Access" but you may have to talk to your Salesforce Admin about that one. We will only be reading from Salesforce so it shouldn't be an issue.
Enabling the OAuth Settings

That's all you need to fill out and you should have a new app created. The important thing here is the "Consumer Key" and the "Consumer Secret" that you will need for the script to connect to your Salesforce instance.
Salesforce Consumer and Secret Keys

The last thing you will need from your Salesforce instance is a security token. You may already have one in which case, you can skip this. But if not, you can reset it under My Settings > Personal > Reset my Security Token. It will email you a new token.
Reset your Security Token

Ok, now we are finally ready to get to the AdWords Scripts code. The following code will set up a new SalesforceAPI object and query the most recent Opportunities that were Close Won so that you can use that revenue in your AdWords account.

It's that simple. If you want to get all the information about a particular object after you query for it, you can use the function getObjectByUrl() and send it the url from the query results. To learn more about the query syntax, check out the Salesforce SOQL documentation.

There are a few caveats for this code. Every Salesforce installation is unique so there really is no way for me to really troubleshoot issues with your specific install. This code was tested on a fresh Salesforce for Developers account so your results may vary. You will probably have more luck contacting your Salesforce Admin than leaving a comment here. Also, you may notice that the code it using the least secure option to log into Salesforce. This code with your username and password will be accessible to all users of your AdWords account, so be careful. It might be better to create a special Salesforce user with very limited permissions for something like this.

If you think this is useful, come let me know at SMX East this week.


Monday, May 5, 2014

Connect Zoho CRM Data with AdWords Using Scripts

For anyone working in B2B Pay Per Click, one of the biggest headaches is trying to report on the entire sales flow within a single report. The biggest issue is that marketing PPC data lives in AdWords (clicks, impressions, MQLs) and the sales data lives in your CRM (Leads, Contacts, Opportunities, Etc.). So I started looking at ways to connect the two sources of data. I don't use a CRM, so I signed up for a free trial of Zoho CRM and started fiddling with their API. It turns out, they have a REST(ish) API that returns JSON objects, which is perfect for AdWords scripts.

I built the Class below to pull data out of Zoho. It has the ability to pull Leads, Contacts, Potentials and just about any other Zoho object you can think of directly from your CRM. I stopped at just being able to get data out since updating or deleting records seemed less useful for AdWords scripts.

Here is a quick reference guide to the Class. Define a new object with var zoho = new ZohoApi(YOUR_API_TOKEN); If you need help setting up your account for API access or generating a token, check out the Zoho Developer Docs. I generated some simple getters for each Zoho object. ZohoApi.get[Objects]() will pull in all of the particular object. So you can say zoho.getLeads() or zoho.getPotentials(). You can also get only those objects belonging to you with zoho.getMyLeads().

If you have any additional url parameters you want to send over with the request, you can add them as a parameter to the function. For example, if you wanted to return the first 100 records (instead of the default 20), you would say zoho.getLeads({fromIndex:1,toIndex:100});

You can also search for records using[Objects](). So to search for Potentials that have been won, you would say zoho.searchPotentials({'searchCondition':'(Stage|=|Closed Won)'}); You can read more about Zoho's searchCondition syntax in their API Docs. As part of that, you can put the columns you want to see or if you don't put anything in there, I pull the full set of columns to display for you using the get[Objects]Fields() method.

As for the response from the class, you will get an array of objects. Each key in the object has been lowercased with spaces replaced by underscores. For example, retVal[0].first_name or retVal[0].annual_revenue.

So give it a shot and let me know what you think in the comments. I put together a simple example script at the very bottom of this post to store Impressions, Clicks, Conversions, and Closed Won Potentials in a Google Doc on a daily basis to give you an idea of what you can do. Let me know what you would like to see next.


And here is a really simple example of how you could combine conversion data from multiple sources into a single Google Spreadsheet report.