Question

LinkedIn Lead Gen Form to Salesforce

  • 16 October 2020
  • 6 replies
  • 41 views

Userlevel 1

Everytime a form is submitted in LInkedin, a NEW lead is created in SF - regardless if there is another lead with that email already.

 

Is there a way to update the exiting lead?


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

6 replies

Userlevel 7
Badge +10

Hi @SilviaFiat 

Salesforce has a “Find or Create Record” search step you can use to ensure there are no duplicates.

Userlevel 1

Hello,

I don’t see it here:

Can you please advise? 

Userlevel 7
Badge +10

@SilviaFiat 

Use “Find Record” then on the configuration screen there should be a tickbox that allows you to create a record if none is found.

Userlevel 1

Ok, I will try.

I need to update the record if it is found, I don’t want to only create new ones.

Userlevel 7
Badge +10

@SilviaFiat 

You can add an “Update Record” step after that to achieve this.

Userlevel 7
Badge +10

Hi @SilviaFiat 

Just checking in, did you manage to get this sorted?