Hi,
I have tried but to no success to make the following flow. where when a lead is created in SF and has a phone number but an empty country field. I would like to have this populated. So it would work in the way that:
Lead created in salesforce - has a phone number such as +44 and country field is blank - zap triggered - searches a google sheet and finds data of country code and country - populates field in salesforce.
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Hi
You will need to make sure your sheets lookup column will be an exact match.
so one column would be the codes and the adjacent would be the corresponding country.
| Codes | Country |
|---|---|
| +1 | United States |
| +44 | United Kingdom |
For Zapier to work well, the phone number should always be formatted the same way so that you can easily parse out the country code. As an example, lets say you have phone numbers but the country code is always separated by a space. +1 123-456-7890 or +44 2344568792. If the country codes are not separated from the phone number in a consistent way, this will be hard to build as country codes are not all the same length. I.e if the phone number’s are like +441234567890. or +299111111 it would be hard to know that in the first one the code is +44 but in the second it should be +299.
With that, in Zapier, I would set up a zap similar to this:
Trigger: New Lead
Step 2: Filter to only let through leads that meet your criteria. Phone number exists, country doesn’t
Step 3: Formatter Split Text to split out the country code
Step 4: Lookup Spreadsheet Row in Google Sheets
Step 5: Update Lead Record
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