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Question

How to stop a Zap from running after creating a new Salesforce lead


My zap updates leads in Salesforce from a WPForms enquiry form on our website. The process has three steps:

  1. Trigger on new form entry
  2. Find Salesforce lead (or create a new one if not found)
  3. Update Salesforce lead

The second step creates a new lead if one isn't found and I have configured it to set all the same fields as the update step that follows. Therefore, in that scenario the update step is redundant, and actually uses a billable task unnecessarily. How can I stop the zap from running if the Find Salesforce Lead step culminated in the creation of a new record?

Thanks!

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2 replies

Troy Tessalone
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Hi ​@Down Under Centre 

Add a Filter step: https://zapier.com/apps/filter/help

Condition should be if record found = true


SamB
Community Manager
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  • Community Manager
  • 7274 replies
  • February 7, 2025

Hi there, ​@Down Under Centre 👋

How did you get on with that Filter step Troy suggested?

Let us know if you need any more help—keen to ensure you’re all set! 🙂