I currently have a zap set up where in a form entry looks for duplicates and if it doesn't find any, it creates a lead record in Salesforce.
To make it even more specific, I am having zap look into lead record and contact record and search by email fields and for account record I am having it search by Business name the lead provides in the form.
For lead record and contact record, I am able to move forward based on whether the email field exists or not.
I need to know if I can create a filter condition like this:
Only continue if:
“Account Name” contains “Lead Business Name (form entry)”
If I can’t I don’t know what would be another workaround.
Best answer by Troy TessaloneView original
Code by Zapier: https://zapier.com/apps/code/integrations
Check if condition is TRUE/FALSE, then filter/paths as a next step.
(OR can use a GSheet Update Row to do a similar conditional check with formulas.)
Filter by Zapier: https://zapier.com/apps/filter/integrations
Paths by Zapier: https://zapier.com/apps/paths/integrations
Just checking in. Did you get sorted in the end?