Hi -- the question posed before was if Zapier can upsert (insert/update) a record to Salesforce. In response, the answer was “use the find/create record” action in the Zap -- but that only creates a new record or uses an existing one. It does not update an existing record, and is therefore not an upsert.
Anyone got ideas on how to work around that?
Thanks,
-Dave
Hi
You can achieve the desired results with these Zap steps:
Action: Salesforce - Find/Create Record
Action: Salesforce - Update Record (map the Record ID from the previous step )
Awesome -- but then, aren’t you updating a record you just created?
The idea would be to create a new record with the bare min data, then update the record with the other data points.
The other option is to add paths with more complex logic, which does the same thing, but uses more Tasks.
awesome -- we’ll give this a shot. thanks for the guidance!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.