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?
Thanks!
Best answer by Danvers
View original