Email to Salesforce

Kate Snyder
Kate Snyder used Ask the Experts™
on
We are currently using https://parserr.com to extract data from our excel files (lists of leads we receive from our website and other lead sources) into Salesforce.

It works really well, but we've hit the limits of their free plan (https://parserr.com/#pricing)

Can anyone suggest an alternative?
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Serena HsiMarketing Consultant

Commented:
If your Excel files are formatted properly, with headers, you could just import those lead lists directly into Salesforce using the Import Wizard tool.

You could also capture unique data fields not found by default in Salesforce as a custom field.

If for example you are then using that lead data for segmented email campaigns in Pardot (Marketo, Eloqua, etc), you'll need to setup a corresponding custom field in Pardot as well to be able to do list segmentations.

Author

Commented:
But i need to do it on a recurring basis?
Serena HsiMarketing Consultant

Commented:
For 3rd party data, you are still better off using a parser unless you can get the web form lead data converted into a CSV file before it gets to you. Not sure how you would do that other than a) build the web form using Google Forms (an extension of Google Sheets) or building a custom web form using an email marketing platform that pairs with Salesforce.

Why are you using a parser with Excel? Isn't the data in Excel already parsed into cells?
It is already parsed. We eventually used Parserr and negotiated a better deal with them.
Serena HsiMarketing Consultant

Commented:
Author found a solution to the question.

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