Hello,
I’d like to create a zap action that creates a Note record that relates to a contact record in Salesforce. So far, my zap can create a note, but I’m not able to link it to a contact record. Where can I see a field that let me do this? Appreciate if I could get some help.
Below is the screenshot of the step:
+14Hi
Did you check the options in the dropdown for the Owner field?
Hi
Yes, the owner field let me choose which user is the owner of the note, but not link the note to a contact record.
+14Maybe try adding a following step for Salesforce Update Record to see if that the available field to link to a Contact.
+14Probably best to open a ticket with Zapier Support for further help: https://zapier.com/app/get-help
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