Does any use Zapier to push messages to 1st Connections that are now going from Octopus to LInkedin but to Salesforce and have them come into Salesforce as new Leads or Accounts and include the message as an activity?
Before I get serious with my limited time, I need to understand it’s full abilities and possible limitations.
Thank you.
Best answer by SamBBest answer by SamB
It sounds like the goal here is to send 1st degree Connections from LinkedIn over to Salesforce using Zapier. So I just wanted to follow up here to suggest making a Zap with the following trigger and actions:
That said, if it’s possible that the connection coming in from LinkedIn already exists in Salesforce then you’d want to swap the Create Record action for a Find Record action instead. The Find Record action is able to search for an existing Lead/Opportunity record and create a new Lead/Opportunity record if one isn’t found.
We have an helpful guide on how to use search actions like the Find Record action here: Search for existing data in Zaps :)
+14Hi
Which LinkedIn Zap app are you using?
Which Octopus Zap app are you using?
Check out the available triggers/actions/searches for Salesforce: https://zapier.com/apps/salesforce/integrations#triggers-and-actions
+11It sounds like the goal here is to send 1st degree Connections from LinkedIn over to Salesforce using Zapier. So I just wanted to follow up here to suggest making a Zap with the following trigger and actions:
That said, if it’s possible that the connection coming in from LinkedIn already exists in Salesforce then you’d want to swap the Create Record action for a Find Record action instead. The Find Record action is able to search for an existing Lead/Opportunity record and create a new Lead/Opportunity record if one isn’t found.
We have an helpful guide on how to use search actions like the Find Record action here: Search for existing data in Zaps :)
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