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Best answer

Salesforce - Filter for Account Names based on Form entry.

  • 21 September 2020
  • 2 replies
  • 107 views
A

Hi, 

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. 

icon

Best answer by Troy Tessalone 21 September 2020, 22:59

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

2 replies

Troy Tessalone
Userlevel 7
Badge +14

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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
AndrewJDavison_Luhhu
Userlevel 7
Badge +10

Hi @adtaxi-social 

Just checking in. Did you get sorted in the end?

We're Zapier Certified Experts - we help businesses do cool stuff with automation | www.luhhu.com
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