Question

Salesforce - New Contact Trigger for Specific Contacts

3 years ago
1 April 2021
4 replies
63 views

Sam2012
1 reply

I am setting up a zap between salesforce and mailchimp and I would like when a new contact is created it will be added to a mailchimp mailing list. However, I don't want all new contacts being added but only contacts that meet a specific criteria. For example contacts that have that have a specific 'contact type' selected (as shown in attachment).

A second somewhat related question - if it is my specific salesforce account login linked to the trigger, will the trigger only recognize new contacts which I have added or will it also include contacts which members of my company have also added to our salesforce account and if not how would I set this up?

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4 replies

Userlevel 7

+14

Troy Tessalone
Certified Zapier Expert
23897 replies
3 years ago
1 April 2021

Hi @Sam2012

Try adding a Filter as Step 2 in your Zap: https://zapier.com/apps/filter/help

The trigger should work for your entire Salesforce account if the authenticated account has the proper permissions.

Check out the available help articles: https://zapier.com/apps/salesforce/help

TIP: When in doubt, test it out!

Thank you Troy,

I have tried it out however, now I have the issue that many of the fields do not appear as an option to use when trying to set up the filter. I am trying to set it up as "Only continue if….. 'contact type' 'text exactly matches' 'investor' but contact type is not an option I can select. This is not the only missing data point from the contact.

I have tried refreshing the fields and choosing different test triggers, I also created the zap completely from scratch again, but this did not help. Do you have any advice here?

Userlevel 7

+14

Troy Tessalone
Certified Zapier Expert
23897 replies
3 years ago
12 April 2021

@Sam2012

This is the documented help article for custom fields...

Custom fields/objects not loading

Sometimes when you add custom fields or objects in Salesforce, there is a delay between when they will appear in the Zap editor.
To fix this with a trigger you can scroll to the bottom of the Salesforce Object menu and select to reload and bring in new choices.

If you are dealing with actions, here's a couple steps that may help:

Hard refreshing the page (Shift+F5 on a PC or CMD+Shift+R on a Mac) a couple times
Click ‘Refresh fields’ at the bottom of the Zap step
Copy that Zap and edit the copied version to see if the fields appear
Recreate the Zap from scratch
Wait a while longer, sometimes it takes a little while for the cache to refresh with those fields