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Salesforce to ClickFunnels

  • 7 August 2020
  • 1 reply
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Userlevel 1

I have a Zap from Clickfunnels to SalesForce and I need it to do a query before creating a new contact. How do I set this up? 

 

For instance, I can push contact through to Salesforce just fine - but, if I already have that contact in Salesforce it doesn’t update that contact but rather creates a new contact which dupliactes the existing contact. 

 

Is there a way around this? 

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Best answer by andywingrave 13 August 2020, 03:01

Hello! You first need to search for the contact in Salesforce before updating it. If you do that, it will then give you the option to create if it doesn’t already exist

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Hello! You first need to search for the contact in Salesforce before updating it. If you do that, it will then give you the option to create if it doesn’t already exist