Question

Salesforce Account Lookup Via Email Domain

  • 29 September 2021
  • 1 reply
  • 139 views

Hello Automators!

I am trying to pull in a newe activity/event at the contact level in Salesforce when a new Typeform Survey is complete. However, if a contact is not found and I want to match the Account tied to that newly created contact - am I able to do so via lookup email domain?

When creating a new contact if not found in our database, I’d still like for it to match the contact to an existing account based off the email domain. 

Thanks!


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1 reply

Userlevel 7
Badge +14

Hi @BankTEL Marketing 

Try using a Salesforce Find Record action in the Zap followed by a Filter step: https://zapier.com/apps/filter/help