Is there a way to have multiple search values in zaps before new contacts are added to Salesforce?
For example, we have zaps from Shopify, Eventbrite and Gravity Forms. John Doe could use his work email for one, personal email for another, and his email from high school for one but they are all related to the same person.
Is there a way to have the zaps flag it and not import so it can be reviewed manually to ensure that John Doe isn’t created as a duplicate in our Salesforce instance?
+12
Hi
Hmm, I don’t know if this is possible. The nature of Salesforce is that is uses email address as a unique identifier, meaning that if someone has a different email address, they are treated as a different person.
I can think of one possible workaround, though I’m not sure if it does exactly what you need. It will also be very tricky to do without using Paths - I’m not sure what plan you’re on/if that’s an option for you.
If you don’t have a Professional account or higher you can create a similar effect to paths using filters, here’s a guide to that: Add branching logic to Zaps using filters
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