SlapFive Company > Salesforce Account

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

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

1. Trigger to listen for a new or changed Company 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 Company 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 Account ID.

This step is needed if you don't reliably maintain the Salesforce Account ID on the SlapFive Company records. It uses the 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 Account, and in the Field to Search By field, select Account Name. In the Search Value field, select 1. Name: ... 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 Update 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 Account, and in the Record to Update field, click the Custom tab and then select the 2. ID ... field.

5. The Set up action screen will refresh to show a list of all the Salesforce Contact 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.

6. On the Test action screen, click Test & Review to test the Zap. Go into Salesforce to verify that the Account record was updated properly.

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