I inherited Zapier from a much more technically learned colleague and am at a bit of a loss as to the best way to fix some holes in the original Zaps he set up and their performance.
We have SalesForce and MailChimp, and wanted Zapier to trigger every time a new Contact was added or a Contact was edited in SalesForce, and push those changes/new contacts into a MailChimp audience.
Originally, we thought this had been achieved with a single Zap, an Add/Change action triggered by an updated record in SalesForce. I subsequently discovered this was only revising existing Contacts, and adding new Contacts to MailChimp if a previously newly created SalesForce contact was then edited.
I simply duplicated that Zap and made the Trigger for the new Zap “new record” rather than “updated record”. Great. Sorted.
However, we’ve also now realised that since several fields on a SalesForce Contact are pulling through information from the associated Organisation record, they aren’t triggering the Zaps when they’re edited. One of these fields is quite important and does need to update on MailChimp, because it is essentially “lead status”, and defines what type of marketing the Contacts associated with a particular Organisation receive.
Long story short, then, what I need is a Zap that triggers when a change is made to an Organisation in SalesForce, looks up all the associated contacts, and pushes those changes through to those contacts on MailChimp. I’ve approached a member of the Zapier support team, and they didn’t have any ideas (other than regular, manual bulk updates to MailChimp) and pointed me here.
Unfortunately, I have absolutely no idea what that looks like, or how to build that Zap. The last Zap I created was literally a slightly altered duplicate of an existing, working Zap. I’ve never built one from scratch. Can I mildly alter a duplicate of my existing Zap to have a different Trigger (Organisation object change rather than Contact Change/New Contact) and different Action steps between that Trigger and the “Add/Update subscriber in MailChimp” step? If so, what do the actions need to be?
If that’s not possible and I need a new Zap built from scratch, what does that need to look like?
And if that’s not possible, I’ll have to look at SalesForce itself and see whether I can
- reverse the Dependency between Contact and Organisation on those fields, so that it’s a Contact level change rather than an Organisation level change
- make it so that they are “related” but not “dependent” in some way? basically find a way to make the change in that field Trigger the Zap
- look at making these new, custom fields at Contact level rather than Organisation level, which is the absolute last resort… because adding extra layers and complexity to a Salesforce record is the absolute last thing I want to have to do, particularly given it will mean tweaking the Zaps that I already don’t know how to use, again.