When a SlapFive Activity is created or updated, create or update a SlapFive Customer Activity record in Salesforce.
Last updated
While logged into your Zapier account, to go to the share page for this Zap, and click the Try this Zap button.
On the Choose account screen, select your Connected Account for SlapFive and click Continue.
Click the Test trigger button, and you will see the data for one of your requests, then click Continue.
On the Choose app & event screen, click Continue.
On the Choose account screen, select your Connected Account for Salesforce and click Continue.
On the Set up action screen, in the Salesforce Object field, search on SlapFive and select Contact. Make sure the fields are mapped as follows and click Continue:
On the Test action screen, click Test & Review to make sure that the Contact record for this customer was found in Salesforce.
Click to open Step 3.
On the Choose account screen, select your Connected Account for Salesforce and click Continue.
On the Set up action screen, in the Salesforce Object field, search on SlapFive and select SlapFive Customer Activity. Make sure the fields are mapped as follows and click Continue.
On the Test action screen, click Test & Review and make sure that the SlapFive Activity record was found or created in Salesforce.
Click to open Step 4.
On the Choose account screen, select your Connected Account for Salesforce and click Continue.
On the Set up action screen, in the Salesforce Object field, search on SlapFive and select SlapFive Customer Activity. Make sure the fields are mapped as follows and click Continue. If you get a box that says Extra Fields, DO NOT click the Remove these extra fields button.
On the Test action screen, click Test & Review to make sure that the SlapFive Customer Influence record is updated in Salesforce.
If the test is successful, click the Turn on Zap button, otherwise check your field mappings.
