SlapFive Activity > Salesforce Activity

This Zap creates a Salesforce Activity (Event) records on Contact and Account records when a SlapFive Activity record is created.

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

1. Trigger to listen for a new or changed Activity in SlapFive:

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

2. In the Choose an event box, select New or Changed Activity and click Continue.

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

4. 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 look up the Salesforce Contact ID and Account ID.

This step is needed if you don't reliably maintain the Salesforce Contact ID and Account ID on the SlapFive Member and Company records respectively. It uses the Email to find a matching Salesforce Contact and Company Name to find a matching Salesforce Account.

1. Click the + button to add a new step, and on the 2. Action screen, search for Salesforce and select it.

2. On the Choose app & event screen, click in the Choose an event box, select Find Record, and click Continue.

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

4. On the Set up action screen, in the Salesforce Object field, select Contact, and in the Field to Search By field, select Email. In the Search Value field, select 1. Customer Email: ... and click Continue.

5. On the Test action screen, click Test & Review to make sure that the Salesforce Account record is found for the SlapFive Member you are using to test this Zap.

3. Action to update the Salesforce Account:

1. Click the + button to add a new step, and on the 3. Action screen, search for Salesforce and select it.

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

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

4. On the Set up action screen, in the Salesforce Object field, select Event.

5. The Set up action screen will refresh to show a list of all the Salesforce Event fields. For any fields you want to sync, click within the box under the Salesforce field to select the SlapFive Member field that you want to map to it, or enter a hard-coded value if that’s the update you are looking to make. When done mapping, click Continue.

   • In the Name field, select the 2. ID field.

   • In the Related To field, select the 2. Account ID: field.

   • In the Subject field, select the 1. Activity Type Name: field.

   • In the Start Date Time and End Date Time fields, select the 1. Date Time: field.

   • In the Description field, select the 1. Notes: field.

   • In the Type and Meeting Activity fields, select the desired values from the picklists.

6. On the Test action screen, click Test & Review to test the Zap. Go into Salesforce to verify that the Activity record shows up on both the Account and Contact.

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