Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Has anyone had success updating an existing Salesforce contact record’s “Activity” - specifically the “Log a call”?

Here is my use case:

  1. I created a new calendar event in O365 and add the subject “Intake Call” and invite an external attendee
  2. Zapier identifies this new event and triggers a lookup of a Salesforce record based on calendar event’s attendee email address (works!)
  3. Contact record found in Salesforce and adds a call record (no bueno!)

 

The “Activity” is related to the Lightning object and I am wondering if this is my issue. It appears to be easy to update existing values on the Contact record but I cant seem to add this specific call activity to the contact record. Any suggestions or tips would be appreciated!

@mbernal3 Thanks for reaching out, there are a ton of possibilities with Salesforce, can you be more specific as to what you have tried that isn’t working? Typically in salesforce/Zapier terminology, there is a “Find Record” “Create Record” or “Update Record” and from what I recall there could be 50+ different types of records and that is 100% dependent upon your salesforce account and it’s setup. 

 

So it seems to me like you are able to find a record for the contact.

 

But when you try to create a record for the call you’re unable to. So you actually have “Create Record” and “Call” as the selected actions within the action step? A screenshot typically helps so we know exactly where you’re having the problem and can better guide you.

@mbernal3 

I did this recently!  The trick is that call logs are consider Tasks in Salesforce.  Here’s how I did it.  My Zapier action was “Create Record in Salesforce”.

 

Under “Customize Record”, select Task as the Salesforce Object.  For “Name”, I used the id of the salesforce contact who matched the phone number, which somehow magically connected this call record to the lead.

 

 

Later down in that form I set these fields:

Hope this helps!

Hey @PaulKortman - thanks for the quick response.

 

You are correct finding the record for the contact isn't the issue, its updating “Log a Call” under Activities. Screen shot below. This is a Lightning component which makes it a little more complicated. All other fields (i.e. Name, email, Phone Linkedin Url, etc.) are easily selected and updated.

 

 

Wow it looks like @BretTruchan has the winning plan there… nice and detailed!

@BretTruchan - This is super helpful and Ill be trying it out this weekend. Ill keep you posted! Have a great weekend and thanks again!

Terms & Conditions