Question

Update Company Name to use name when no company exists

  • 26 June 2021
  • 1 reply
  • 60 views

Hey All, 

We have a custom build solution that  is good but now we are moving into Salesforce and trying to get all the data to sync across. 

We have three fields Company name, First Name and Last Name. 

I want the system to grab the company name in a zap and then if there is no company name in the database (for example they are a private customer with no company) then I want the company name to be the First and Last name fields. 

 

Can you please help me out I think I have overthought this or being super blond, either way I need your assistance. 

 

Cheers

 

Trent 


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1 reply

Userlevel 7
Badge +14

Hi @Trentmorrison 

Try Paths: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths