I am utilizing Zapier to search for individuals in Salesforce, specifically looking for either contacts or leads. In cases where an individual is neither identified as a contact nor a lead, I want to trigger the creation of a new lead. However, the test zap halts when it fails to find the person in the contacts list. Is there a way to implement an action when the search yields no results and is empty using Zapier’s functionalities?
You can actually handle that situation by using the ‘Find or Create’ option in Zapier. This comes in handy when you want to perform an action if no matching record is found. While setting up the ‘Search Salesforce’ action, look for the option that allows you to create a new record if none is found. This can be configured to automatically create a new lead if your search doesn’t return any results. Make sure to define the fields and information you want for the new lead when setting this up.