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Question

How do I transfer specific account group contacts from Salesforce to Textedly?

  • 2 August 2023
  • 1 reply
  • 13 views
amanda.mason

I want to take a specific account name of contacts and transfer them to Textedly. Every time I transfer contacts It transfers all of them instead of the specific account group.

I have three different account groups in salesforce for example realtors, lenders and, title. I only want my realtor contacts sent over to Textedly but whenever I send them it sends all of the contacts from every group I listed. 

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
Userlevel 7
Badge +14

Hi @amanda.mason 

Good question.

To help us have more context, please post detailed screenshots with how your Zap steps are configured.

You may need to add a Filter to your Zap: https://zapier.com/apps/filter/help

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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