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Question

Need help setting up a Salesforce Zap

  • April 29, 2024
  • 1 reply
  • 51 views
M

I’m having trouble setting up a zap with these rules/parameters: If I create a new contact in Salesforce and the contact has a certain job title, they will automatically be attributed to a Salesforce campaign I’ve created.

Can someone help me set this up? 

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

1 reply

ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • May 1, 2024

Hi there @Mateo L,

Welcome to the Community! 🎉

Here is how I see the Zap for the workflow that you have in mind:

  1. Trigger: Salesforce - New Record
  2. Action: Filter by Zapier - Set the condition as “Only continue if...” and fill in the details. For instance, you could set the field as “Title” (or whatever is the respective field for job title in your Salesforce), the condition as “Exactly matches”, and then writing the specific job title you're looking for.
  3. Action: Salesforce - Add Contact to Campaign

More about Filter by Zapier here: https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters

Hopefully, this helps!

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