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I’ve created zaps for linkedin lead gen form conversions to appear in salesforce and they’re working. However, we’ve noticed that if the person that has converted already exists in salesforce as a lead or contact, the zap has failed. This is a problem as the second step in my zap is assigning that converted lead/contact to a campaign. Domino effect on our reporting etc.

 

Is there a workaround I can follow that if:

  1. Someone converts on a LI lead gen form
  2. iThey already exist in Salesforce as a lead/contact]
  3. It identifies them
  4. Assigns them to a campaign

 

have explored a failed route, but can’t see a salesforce action in the dropdown that will search for the contact/lead by email. 

You can implement Paths in Zapier to handle different scenarios based on the search results. You’ll have use an action "Find Record" in Salesforce.

Refer to this article for more info: https://help.zapier.com/hc/en-us/articles/8496288555917-Add-branching-logic-to-Zaps-with-Paths

For example:

  • Path A: Contact Exists
    • If the Contact is found (i.e., the search returned a result), proceed to update the existing Contact with any new information from the LinkedIn form.
    • Add the Contact to the desired Campaign in Salesforce.
  • Path B: Lead Exists
    • If the Contact is not found but a Lead is found, update the existing Lead with the new information.
    • Optionally, convert the Lead to a Contact if your process requires it, and then add to the Campaign.
  • Path C: Neither Exists
    • If neither a Contact nor a Lead is found, create a new Lead in Salesforce with the information from the LinkedIn form.
    • Add the new Lead to the desired Campaign.

What step should I add before the paths though? I assume I need one to check if the lead exists, and if the answer is no I then go down the path C for example. 

 

It’s choosing the right Action Event for Salesforce step that I’m stuck on. 

Hi there ​@gsaundersbb,

You can use the “Find Record” in Salesforce action to check if the lead exists. You can use the result of the “Find Record” action as your Path condition.

Hopefully, this helps.

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