Hi all -
It appears some of our users accounts are not syncing with Salesforce. I am thinking it is because of one of the following reasons -
For whatever the reason we’d like to be able to run a report that captures who is not syncing to Salesforce so we can use that data to update records, etc.
Is this possible?
Best answer by DannyPancratz
Confirmed
That’s exactly what we ended up doing - we basically have a zap that checks to see if a contact record exists in SFDC with the same email address. If it exists, we do nothing - if it doesn’t exist we create the contact using the details from the insided user record
+2Thanks for the question.
I am asking around internally if there is anything we can suggest.
Happy Monday!!
+2Speaking with our engineers, I am sorry to say this is currently NOT feasible.
I encourage you to create an idea as I am sure this would be a good addition to the capability.
Alistair
Thanks
I put this Idea in - did I enter in the right area, Analytics and Reporting? Or should it be integrations?
+7Hi,
That way, we get very close to 100% match and the SFDC data is accurate for us to build reports and dashboards off of.
But I like your idea and voted for it. Hopefully the suggestion above helps you get to a long term fix, but I’m not quite sure how to address those that have previously not synced.
Thanks
+7https://zapier.com/apps/salesforce/integrations
I’m not 100% positive, but I believe our trigger is the New Contact zapier trigger from Insided
https://zapier.com/apps/insided/integrations
The tricky part is the in between, but the overall Zap is probably something like:
As I type that out, I see that there’s a Salesforce App that might consolidate steps 2-4. But I haven’t used it personally and I’m waiting to hear back from our team on our actual setup.
+7Confirmed
That’s exactly what we ended up doing - we basically have a zap that checks to see if a contact record exists in SFDC with the same email address. If it exists, we do nothing - if it doesn’t exist we create the contact using the details from the insided user record
+1
We always link to this post that answers these questions: https://community.insided.com/got%2Da%2Dquestion%2D38/create%2Da%2Dzap%2Dto%2Dfind%2Dadd%2Dsfdc%2Dcontacts%2Dwhen%2Dnew%2Dmembers%2Djoin%2D3851?postid=18551#post18551
I’ll see if I can take some time in the near future to turn it into a cleaner article, which also explains what additional steps you could take inbetween.
Cheers,
Bas
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