In this guide, we will walk through a workflow to connect Nation Builder and Salesforce

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1. Connect Nation Builder
2. Connect Salesforce or HubSpot
3. Create Workflows to update customers from Nation Builder to CRM

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1.Connect Nation Builder

- Go to Connectors

- Click Add

- Select Nation Builder

- Go through the oAuth Process - In the Slug - Add your nationbuilder prefix

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2.Connect Salesforce

• Go to Connectors
• Click Add
• Select Salesforce
• Select Sandbox if you are connecting to Sandbox
• Go through the oAuth Process (Login to your Salesforce with Admin Privileges')

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3.Create Workflows

In this example we will add all the People create in NationBuilder within the last 2 minutes to Salesforce as Contacts

From the left pane add a NationBulder Connector. We want to filter everyone that was updated within the last 2 mins

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- Add the following parameters:

- Connector - NationBuilder (or the name you gave to your connector)

- Resource - People (we want to call this end point)

- Operation - Find people by attributes (this allows us to pass search parameters)

- Auto Paging - Selected by Default

- Updated Since - $addMinutes(new Date(), -2))

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This will get us all the people added within the last 2 mins.

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When the Auto Paging is enabled it will enabled everyone that was updated within the last two minutes

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Add Salesforce Create Contact Step

The next we add a Salesforce Connector inside the loop

From the left pane drag a Salesforce Connector inside the Loop

Then map all the fields you want to update

Connector - Salesforce

Resource - Contact

Operation - Contact

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Field Mappings

When selecting the values we are selecting it from Loop Step

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Map FirstName, Last Name and Email

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Here is a How-To Video

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