SF Leads Matching on Contacts and If the Contact does not exist create a Lead
When attempting to add Leads to Salesforce using the Any Objects Formula, we would like the ability to look for Contacts first to see if a match exists. if no contact is found we would like to add them as a lead.
Use Case: When bringing in a file of Leads they may or may not exist in SF. If they exist as a contact in SF we would not want that lead to be created. If no contact is found we would like to have them as a lead rather than a contact.
Cody Murray
shared this idea
-
AdminAnonymous
(Admin, Omatic)
commented
Hi Cody,
With now having the ability to export results within a bucket to a CSV, have you been able to use that file to meet the need for creating a list of non-Contacts to add as Leads in Salesforce?
Would love to hear about your experience!
Chanel
Product Manager - Omatic Cloud -
We are planning to provide the ability to export all records within a bucket to a CSV. Once this feature is released, you would be able to import all your records through a SF Contacts formula. Then, any records that ends up in the "New" Bucket, could be exported, and then imported via a new formula that maps to Salesforce Leads.