How can I have the Zap create a new Salesforce custom record and create a relationship with the Contact object based on matching Email address each time a survey is completed via SurveyMonkey?
Question
How can I create custom Salesforce record and create relationship with contact?
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+14- Zapier Orchestrator & Solution Partner
Hi
Salesforce available Zap app triggers/actions: https://zapier.com/apps/salesforce/integrations#triggers-and-actions
Salesforce help links for the Salesforce Zap app: https://zapier.com/apps/salesforce/help
- Action: Salesforce - Find/Create Contact
- Action: Salesforce - Create Record
- Map the Contact record ID found from the previous step
+11- Community Manager
Hi
Just came across your post here and wanted to check how things are going. Did you manage to get the contact and customer record linked using the approach Troy suggested?
Let us know if you’re running into any issues on that and we’ll be happy to help further!
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