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Best answer

Updating Salesforce contact record "Log a call"

M

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!

Best answer by BretTruchanBest answer by BretTruchan

@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!

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5 replies

PaulKortman
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  • PaulKortmanZapier Expert
  • Zapier Expert
  • 469 replies
  • July 17, 2020

@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.

Need Additional help? Feel free to reach out here: https://zapier.com/experts/connex-digital/
Liz_Roberts
1 person likes this
  • Liz_Roberts
    Liz_Roberts
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  • BretTruchanBeginner
  • Beginner
  • 4 replies
  • Answer
  • July 17, 2020

@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!

Liz_Roberts
1 person likes this
  • Liz_Roberts
    Liz_Roberts
M
  • mbernal3Beginner
  • Author
  • Beginner
  • 5 replies
  • July 17, 2020

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.

 

 

PaulKortman
1 person likes this
  • PaulKortman
    PaulKortman
PaulKortman
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  • PaulKortmanZapier Expert
  • Zapier Expert
  • 469 replies
  • July 17, 2020

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

Need Additional help? Feel free to reach out here: https://zapier.com/experts/connex-digital/
Liz_Roberts
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2 people like this
  • Liz_Roberts
    Liz_Roberts
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    BretTruchan
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  • mbernal3Beginner
  • Author
  • Beginner
  • 5 replies
  • July 17, 2020

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

Liz_Roberts
B
2 people like this
  • Liz_Roberts
    Liz_Roberts
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    BretTruchan
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