Salesforce Contact > SlapFive Member & Company

This Zap keeps a SlapFive Member and Company up to date when changes are made to a corresponding Salesforce Contact.

While logged into your Zapier account, click the Create Zap button.

1. Trigger for change to Salesforce Contact:

1. On the 1. Trigger screen, name your Zap in the upper left, then in the Search apps… box, search for Salesforce, and select it.

2. In the Choose an event box, select Updated Field on Record and click Continue.

3. On the Choose account screen, select your Connected Account for Salesforce and click Continue.

4. On the Set up trigger screen, select the Salesforce Contact object and click Continue.

5. Click the Test trigger button to pull some data into the Zap so you can test it all the way through, then click Continue.

2. Action to create or update SlapFive Member & Company:

This Action first uses a Salesforce Contact ID to see if a Member already exists with that ID. If no match is found it will then use the Email Address to see if a Member already exists with that Email. If either match, it will update the existing Member, otherwise it will create a new Member.

This Action also first uses a Salesforce Account ID to see if a Company already exists with that ID. If no match is found it will then use the Account Name to see if a Company already exists with that name. If either match, it will update the existing Company, otherwise it will create a new Company.

1. On the 2. Action screen, search for SlapFive and select it.

2. On the Choose app & event screen, click in the Choose an event box, select Create or Update Customer, and click Continue.

3. On the Choose account screen, select your Connected Account for SlapFive and click Continue.

4. On the Set up action screen, you will see a list of all the SlapFive fields for a customer’s Member and Company records. Click within the box under each SlapFive field to select the Salesforce field that you want to map to it. See the help text under each box for more information about that field, and the required fields are noted. When done mapping, click Continue.

5. On the Test action screen, click Test & Review to test the Zap. Go into SlapFive to verify that the customer’s Member record was updated properly.

6. If the test is successful, click the Turn on Zap button, otherwise check your field mappings.