I’m looking for the best way to have Zapier look for a new row in a Google Sheet and perform a few searches that will ultimately create a new Opportunity in Salesforce.
My questions are:
- What’s the best sequencing of my steps? First find if a Contact exists? If one exists, then find an Account based on the company name? If one exists, find if there’s an existing Opportunity? If one doesn’t exist, then create a new Opportunity?
- What’s the best way to create different paths, depending if a Contact/Account/Opportunity exists or doesn’t exist?
Best answer by Danvers
- Find an Account in SFDC based on the company name in the Google Sheet. If an Account doesn’t exist, create one. If an Account exists, move on to the next step.
- Find a Contact in SFDC based on the email address in the Google Sheet. If a Contact doesn’t exist, create a Contact and associate it with the Account from the previous step. If a Contact already exists, Zapier will move onto the next step.
- Update Contact in SFDC - update the contact that was found or created in the previous step, which will allow you to update the Account if the contact was found and not created.
- Find an Opportunity in SFDC based on the company name in the Google Sheet. If an Opportunity doesn’t exist, create an Opportunity and associate it with the Account from the previous step. If an Opportunity already exists, Zapier will do nothing.
For the Find an Opportunity step..
The trick here is when finding the Opportunity, Zapier will perform an exact match based on the company name. Therefore, if an Opportunity already exists with a slight variation such as a comma or hyphen, Zapier will create a new Opportunity, which I don’t want.
This is a difficult one, because the search isn’t smart enough to say ‘that’s close enough’ with the Company name. I can’t quite remember - is there another field that you could search with to find the Opportunity? For example, searching by email address is usually a good option because each one will be unique.