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Create a Zap to find/add SFDC contacts when new members join

Chris Anderson

We’re setting up the SFDC<>inSided integration; however, if the new member doesn’t exist as a Contact in SFDC already, then no data flows through. Therefor, I’m trying to set up a Zap (via Zapier) to:

  1. Check if a Contact exists in SFDC when a new user joins the community
  2. If Yes, do nothing (engagement data will flow fine via the integration
  3. If No, check to see if an Account exists...this is where it gets a little tricky, not sure yet what fields to map from inSided>>SFDC to check for this, would love any examples or suggestions
    1. If Account exists, create a Contact under that Account
    2. If Account doesn’t exist, create an Account
      1. After Account is created, create a Contact under that Account

I’m relatively comfortable in Zapier, but this is a more complex Zap w/paths so wondering if anyone else has done this and can share their Zap and/or tips. Thanks! cc @daniel.boon 

Best answer by Chris Anderson

I still have to do some final testing, but I think I have what I need :) If it’s helpful for anyone else, here’s my Zap.

NOTE: The only issue to be aware of is that the Zap checks if there's a SFDC Account that matches what the user enters in their inSided profile in the "Company" field. If there isn't a match, the Zap creates a new Account in SFDC. I haven't fully tested this yet, but my assumption is that this will result in some duplicate Accounts (e.g., account is named "XYZ Company" in SFDC but user enters "XYZ" or "XYZ Co." which doesn't give an exact match, and creates a new account).

 

 

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Connect with me on LinkedIn: https://www.linkedin.com/in/chrisanderson215/
diane_morneau
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Chris Anderson
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  • 23 replies
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  • July 9, 2021

I still have to do some final testing, but I think I have what I need :) If it’s helpful for anyone else, here’s my Zap.

NOTE: The only issue to be aware of is that the Zap checks if there's a SFDC Account that matches what the user enters in their inSided profile in the "Company" field. If there isn't a match, the Zap creates a new Account in SFDC. I haven't fully tested this yet, but my assumption is that this will result in some duplicate Accounts (e.g., account is named "XYZ Company" in SFDC but user enters "XYZ" or "XYZ Co." which doesn't give an exact match, and creates a new account).

 

 

Connect with me on LinkedIn: https://www.linkedin.com/in/chrisanderson215/
daniel.boon
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  • daniel.boon
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Jeanie Lee
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  • 173 replies
  • July 9, 2021

Hey, Chris. It’s great to see that you’ve provided an answer to your own question! We receive this question a lot, so I’m glad we have more customer driven content on how to set up the Zap. 

daniel.boon
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  • daniel.boon
    daniel.boon
Chris Anderson

Was not my intent to ask and answer my own question, but again hopefully it’s helpful for others who may run into this. Thanks @Jeanie Lee!

Connect with me on LinkedIn: https://www.linkedin.com/in/chrisanderson215/
daniel.boon
tiffany.oda
Maayan K
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  • July 29, 2021

Sometimes it takes thinking it through by asking the question to actually come to the answer. Happens to me all the time. :) I’m excited about this - going to look into it tomorrow b/c it’s something our team was trying to figure out as well. It’s actually perfect timing for us as well, fingers crossed it’s everything we need! Thanks @Chris Anderson !

Tiff
Alistair FIeld
Chris Anderson
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  • Ilona
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  • September 6, 2022

Hey @Chris Anderson , your instructions seemed quite useful. We are in the process of creating a similar Zap, any best practices or things to consider you could share based on your experience?

Chris Anderson
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  • September 6, 2022

Hi @Ilona - I haven’t monitored this much since we launched honestly, but it’s on my list to revisit our SFDC set up with inSided in the next month, to see where we should make some improvements. Best of luck!

Connect with me on LinkedIn: https://www.linkedin.com/in/chrisanderson215/
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