We are using Zapier to move project application information over to Salesforce. Everything is built and working great, expect for two fields. On Salesforce we have a one field (which is a search field for contact) and another field (drop down). Both fields do not map over the information entered from the form. In Salesforce (when manually entered, you have to search for the name(s) first if nothing is found then you can create a record. To me this means a trigger has to be built, but I can't figure out if I need to build a trigger in salesforce or a trigger in Zapier. Or if I need to create a multistep zap. One zap for a dropdown and search field. Then, a second zap for the rest of the application information?
Best answer by SamBView original