SlapFive Docs
  • Getting Started
    • SlapFive Explained
    • SlapFive Terminology
    • SlapFive Data Model
    • SlapFive Best Practices
      • SlapFive Successful Launch Plan
        • Workshops Defined
      • Onboarding Timeline
        • Onboarding Structure
      • Building a Customer Program
        • Customer Program Invitations
        • What's in it for them
        • Who to invite
        • Customer Invite Form Examples
        • Nominations
      • Member and Company Creation
      • Remote Capture and Prompts
        • Prompt Group Explanation
      • Content Management
        • Creating File or Link type Boards
        • Template Catalog
      • Request Management
        • Managing new reference requests
          • Request Fulfillment Workflow
            • Tracking Completed Activities from Requests
      • SlapFive SFDC App
        • What is the SlapFive SFDC app?
        • Live in Salesforce
        • Sales Requesting a Reference
        • View and Share Content
        • View Companies and Permissions
        • Nominate an Advocate
        • Track Influenced Events
  • INTEGRATIONS
    • Salesforce
      • The Salesforce App
        • 1. Install the Package
        • 2. Create a Named Credential
        • 3. Configure Custom Settings
        • 4. Create a Remote Site
        • 5. Enable My Domain
        • 6. Assign Permissions
        • 7. Download Identity Provider files
        • 8. Create & Configure Connected App
        • 9. Configure Embedded Lists
        • 10. Assign Page Layouts to Record Types
        • 11. Customize Labels
        • 12. Salesforce Classic
        • 13. Delegate Authentication to Okta
        • Generate a New Security Certificate
        • Re-install or Upgrade
        • What version am I on?
        • Version History
      • Synchronize Data between Salesforce and SlapFive
        • Determine the Salesforce integration user
        • Establish your Salesforce Connection
        • Select Salesforce objects and fields to synch
        • Test the data synchronization
        • Salesforce Zaps (Deprecated)
          • SlapFive Request > Salesforce Customer Influence
          • SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity
          • SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity
          • SlapFive Content Share > Salesforce Customer Influence
          • SlapFive Content View > Salesforce Customer Influence Activity
          • SlapFive Activity > Salesforce Customer Activity
          • Salesforce Account > SlapFive Company
          • Salesforce Contact > SlapFive Member & Company
          • SlapFive Member > Salesforce Contact
          • SlapFive Company > Salesforce Account
          • SlapFive Activity > Salesforce Activity
      • Salesforce Automations & Recommendations
        • Enable Salesforce users to nominate Contacts for your program
        • Recommend the best reference customers for a Request
        • Launch Salesforce Objects from their Object IDs in SlapFive
      • Troubleshooting
    • Airtable
      • Connect to Airtable
    • ChurnZero
      • Connect to ChurnZero
    • Eloqua
      • Connect to Eloqua
      • Customer Referrals
    • Gainsight CC (Insided)
      • Connect to Gainsight CC (Insided)
    • Gainsight CS
      • Connect to Gainsight CS
      • Trigger an automated workflow from Gainsight
    • Gradual
      • Connect to Gradual
      • Configure Trigger Events in Gradual
    • Higher Logic Vanilla
      • Connect to Higher Logic Vanilla
      • Embed SlapFive video player in a Vanilla post
    • Highspot
    • HubSpot
      • Connect to HubSpot
      • HubSpot Triggers & Actions
    • Influitive
      • Connect to Influitive
    • Marketo
      • Connect to Marketo
    • Seismic
      • Overview of Seismic integration
      • Connect to Seismic
      • Set up the Seismic integration
    • Slack
      • Connect to Slack
      • Post a message to a Slack Channel or User
    • Typeform
      • 1. Create an application in Typeform
      • 2. Connect to Typeform
      • 3. Map your Typeform form fields to SlapFive
    • UserEvidence
      • Connect to UserEvidence
      • Bring UserEvidence Survey Responses and Assets into SlapFive
    • Wrike
      • Connect to Wrike
  • Customizations
    • SlapFive API
    • Use Okta for Single Sign-On
    • Use Microsoft Entra ID for Single Sign-On
    • Use Cloudflare SSO to assign Users to SlapFive Roles
    • Use Okta for SSO for Salesforce users
    • SlapFive Template Catalog
    • Configure a custom domain for your SlapFive Boards
    • Send emails from your own domain and email addresses
    • Embed customer voice on your website or landing page
    • Access Board and Story lists from within another app
    • Configure Role-Based Permissions
  • Standard Agreements
    • Master Service Agreement
    • Data Processing Agreement
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On this page
  • 1. Trigger to listen for a new or changed Member in SlapFive:
  • 2. Action to get all the Member fields for the Customer so you can send them to Salesforce.
  • 3. Action to look up the Salesforce Contact ID.
  • 4. Action to update the Salesforce Contact:
  1. INTEGRATIONS
  2. Salesforce
  3. Synchronize Data between Salesforce and SlapFive
  4. Salesforce Zaps (Deprecated)

SlapFive Member > Salesforce Contact

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

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

1. Trigger to listen for a new or changed Member 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 Member 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 get all the Member fields for the Customer so you can send them to Salesforce.

This step is only needed if you want to get more than the Member base fields that are retrieved in Step 1, such as the Industry and Location fields on the Member Company.

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

  2. On the Choose app & event screen, in the Action Event box, click Find Record, 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, in the SlapFive Object field, select Member, and in the ID field, select 1. ID: … and click Continue.

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

3. Action to look up the Salesforce Contact ID.

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

  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 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. Email: ... and click Continue.

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

4. Action to update the Salesforce Contact:

  1. Click the + button to add a new step, and on the 4. 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 Contact, and in the Record to Update field, click the Custom tab and then select the 3. 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 Contact record was updated properly.

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

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Last updated 3 years ago