Leads Collection
December 2010
© Talend 2010

The email adresses extracting of Exchange

Not in production
Sources: Exchange
© Talend 2010

Marketing Webform
White paper and co
Software Documentation
Tutorial
Contact Webform
Contact page
Training page
Forge Registration
Forum subscription
Bugtracker subscription

Mandatory
Loaded each hour
Leads Sources: Website Activity
© Talend 2010

Leads Import RealTime Operations
Create a lead with the status:
Hot –from the campaign, and the checkbox « have already a project »
Reactivated – from the campaign/ressource, new valid phone
New – first creation
Cold – exchange2CRM
Create a first touchpoint
Assign the country and the BZ
Phone number formatting
Link the Contact and Account
© Talend 2010

Leads Operations
Leads Import RealTime Operations
© Talend 2010

Set country

Leads without contact
DayLenght
Lead set reactivated

Formatting phone
Bounced&Unsubscribe

Connect and Sell


Every hour

Every night



Every Saturday


Not Developed
Leads Operation
© Talend 2010

Leads Operation Details#1
Set country
Normalize the country
Load the BusinessZone from the country or the email
Leads without contact
If no exist, create a lead from the contact list
Days Lenght
update the field « Days since last Touchpoint »
Lead set Reactivated
From a file by Yves
© Talend 2010

Operation Details#2
Formatting phone number
Update the fields Phone Number and « has a proper phone number »
Bounced email adresses
Update the field « Email Bounced »
Unsubscribe email adresses
Update the field « Do not Call »
Connect and Sell
Update the field « Owned by TM », « assign to »


© Talend 2010

Discount based on Quantity
Discount based on Quantity are managed by the sugar module « Pricing Rules ». See below the form to create a record on this module:

This criteria is the SO quantity The checkbox « This criteria is the SO quantity » is to define the quantity (column quantity) printed in the SO in pdf. In the description of a product, the tag [quantity] is linked to this checkbox – see the screenshot below in red:

What’s a criteria? Each Criteria is linked to a field in the item form.

Nammed or Concurrent
(2 criteria are linked to this field, it’s in function of the combo UserType)

Interactive Viewer RepositoryQuantity

Administrator Connected

Additional supported user



See below a sample for a MDM Subscription:

Remark : the criteria Viewer is not linked to the price. However, this criteria is mandatory because it is linked to an editable field in the item form (the criteria list is used in the item form to define the editable fields and the gray fields).



Leads Operations
Recurrent Operations
© Talend 2010