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Best answer

How do I match related contacts to Instagram handles in Salesforce?

  • September 30, 2023
  • 1 reply
  • 43 views
N

Hi,

 

I am trying to lookup a field in Salesforce and return a specific related field. In this example I am trying to match a field “Instagram Handle” that is already stored at the account level in Salesforce, and have it return the related contact for that accounts email. 
 

So far I am able to match the account by instagram handle using “find records” - how do I then match those record details to the related Contact Email field? 
 

(I should mention that I know the matching can be accomplished on the Salesforce side - but I’m trying to avoid that as we have a very curated dashboard for our sales team. Also, this is part of a wider flow operations where I am trying to match accounts that have tagged our account on instagram to their CRM email so we can add them to a lead scoring program in Marketo) 

Best answer by Troy Tessalone

Hi @Nchoma 

Good question.

If the records are linked in Salesforce then it may return the linked Record ID, which you can use to lookup more details about that Record ID.

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • September 30, 2023

Hi @Nchoma 

Good question.

If the records are linked in Salesforce then it may return the linked Record ID, which you can use to lookup more details about that Record ID.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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