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Salesforce and Smartsheet : Update Scenario

  • October 23, 2020
  • 1 reply
  • 89 views

I am trying to integrate smartsheet with salesforce in 2 cases.

  1. I have created one Zap to Create a new record in salesforce object whenever new row is added to smartsheet. → Which is working as expected.
  2. I am trying to create another Zap which will update the Respective row of smartsheet in salesforce whenever a update is made to any row in smartsheet. → In this while creating the zap i have been asking to select the particular salesforce record to update instead of respective row record. I am getting error like external field is not found etc.

 

Could anyone please help me out in case of update scenario.

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 23, 2020

Try adding this this Salesforce app Action: Find Record OR Find Record by Query