Add a contact to an Object in Salesforce when a customer's lifetime value surpasses a certain amount
When a customer's lifetime value surpasses a certain amount
Add a contact to an Object in Salesforce
Hizzle Pay → SalesforceEvents and actions
Use Hizzle Pay events to automate Salesforce
Choose a Hizzle Pay event to start an automation, then choose from the Salesforce actions listed below. The action settings show what information you need to provide.
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Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Available in Noptin
Salesforce actions
Objects
2 actions
View actions
- Add a contact to an Object in Salesforce
- Remove a contact from an Object in Salesforce
Available in Noptin
Hizzle Pay events
Payments
10 events
View events
- When a Hizzle Pay payment is created
- When a Hizzle Pay checkout payment is about to be saved
- When a Hizzle Pay payment status is set to completed
- When a Hizzle Pay payment status is set to refunded
- When a Hizzle Pay payment is about to be deleted
- When a Hizzle Pay payment status is set to pending
- When a Hizzle Pay payment status is set to processing
- When a Hizzle Pay payment status is set to on-hold
- When a Hizzle Pay payment status is set to cancelled
- When a Hizzle Pay payment status is set to failed
Customers
4 events
View events
- When a Hizzle Pay customer is created
- When a customer's lifetime value surpasses a certain amount
- When a customer has made a certain number of orders
- X days since a customer's last order date
Subscriptions
10 events
View events
- When a Hizzle Pay subscription is created
- When a Hizzle Pay subscription status is set to pending
- When a Hizzle Pay subscription status is set to trialing
- When a Hizzle Pay subscription status is set to active
- When a Hizzle Pay subscription status is set to cancelled
- When a Hizzle Pay subscription status is set to paused
- When a Hizzle Pay subscription status is set to expired
- When a Hizzle Pay subscription status is set to past due
- When a Hizzle Pay subscription status is set to unpaid
- When a Hizzle Pay subscription status is set to failed
About this connection
How the two tools fit together
Hizzle Pay: Send bulk emails to your HizzleWP customers or customers who purchased a specific product.
Salesforce: Salesforce is a comprehensive cloud-based CRM platform that provides tools for sales, service, marketing, analytics, and application development to help businesses manage customer relationships and drive growth.
What information can you send?
Connect Salesforce, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Hizzle Pay event or action you choose and any fields configured on your site. Available fields depend on the selected Salesforce object and the connected account.
Start here
Set up Hizzle Pay and Salesforce with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Hizzle Pay and Salesforce from Noptin → Extensions. How to activate your license.
- Install and set up Hizzle Pay on your WordPress site. Connect Salesforce in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose a Hizzle Pay event to start the automation.
- Choose a Salesforce action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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