Skip to main content
Daniele Cmty
Helper ⭐️⭐️
November 10, 2022
Question

Need help with Zap: automatically assign new custom roles based on Gainsight Customer Data

  • November 10, 2022
  • 13 replies
  • 209 views

Hi there everyone,

Our community is open for anybody to sign up, but we always assign a “customer” custom role to our customers because there is some gated content that only customers can see.

Our moderation team spends up to 1h each day manually checking newly registered customers and manually assigning custom roles.

To check if somebody is a customer or not, we look on Gainsight  (our customer CRM😎), in order to see if that email address is linked to a customer.

 

Is there any way to automate this with zapier?

I envision it like this:

  • Trigger: New member registers on insided
  • Zapier checks if that email can be found on gainsight
    • if it can be found, check if it belongs to a currently active customer
      • if yes → assign custom role “customer”
    • if not → leave blank so we can do our own manual check and assign a role manualy (edge cases)

 

Any idea on how/if this can be set up?


Would really appreciate some help/input here :) 🤗

 

Thank you in advance!

13 replies

bas
Helper ⭐️⭐️⭐️
January 31, 2023

Hi Ryanne,

I’m not sure I understand your question?

The assign Custom Role is a step in Zapier, that much I can confirm. @Alistair FIeld posted a suggested Zapier flow too, but it will be a bit dependent on the exact Salesforce setup of your org :)

ryanne.perry
Helper ⭐️
January 31, 2023

Thank you for confirming @bas 

Perhaps, I need to set up a quick call with you? I am getting stuck on the *Search value field on the ‘Find Record in Salesforce’ field

@Alistair FIeld 

🌻 Ryanne
bas
Helper ⭐️⭐️⭐️
February 2, 2023

Hy Ryanne, of course, I’ll reach out directly.