i try to create person account with zapier ..
i see that you tell to another user before 1 year that when you have solution about it you tell him.
i just want to know if you know someting about this issue ?
when zapier will support in person account wuth salesforce ?
thank you very much
Best answer by christina.d
Assuming you want to create a person record in Salesforce, which you can do using the following Salesforce action:
Hey there, friends!
An email recently went out with some instructions and clarification on how to create a person account and I’ll share those below:
This functionality is available using the "Create Record" Salesforce action.
Here's a guide for setting up a Zap to create a person account:
1. Make sure you have enabled person accounts in Salesforce
2. In the action step of your Zap, select Salesforce and Create Record
3. In the set up action step, select "Account" as the Salesforce object
4. For the Record Type field, select the desired account type ie. "Person Account"
5. Complete the rest of your Zap
Don’t hesitate to get in touch if things aren’t working like you expect, or if you run into any other trouble. We’re always here and happy to help!
Hope this helps! 🤗
+9Hi
Assuming you want to create a person record in Salesforce, which you can do using the following Salesforce action:
Hi.
Tried to follow the below - but cannot get throug with creating Person Accounts in Salesforce.
Trying to get info from Active campaign to Salesforce
Hi
Assuming you want to create a person record in Salesforce, which you can do using the following Salesforce action:
+11Just wanted to follow up here as noticed that there’s an existing feature request open for the ability to create Person accounts with the Salesforce integration. I’ve added
I don’t have an ETA on when it would become possible but we’ll be sure to send you both an email notification as soon as it is! :)
+11That’s correct,
I wish I had better news to share here. We will definitely email you as soon as the ability to create Person account records is added to the Salesforce integration though!
+9Assuming you want to create a person record in Salesforce, which you can do using the following Salesforce action:
Hey there, friends!
An email recently went out with some instructions and clarification on how to create a person account and I’ll share those below:
This functionality is available using the "Create Record" Salesforce action.
Here's a guide for setting up a Zap to create a person account:
1. Make sure you have enabled person accounts in Salesforce
2. In the action step of your Zap, select Salesforce and Create Record
3. In the set up action step, select "Account" as the Salesforce object
4. For the Record Type field, select the desired account type ie. "Person Account"
5. Complete the rest of your Zap
Don’t hesitate to get in touch if things aren’t working like you expect, or if you run into any other trouble. We’re always here and happy to help!
Hope this helps! 🤗
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