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update salesforce record

  • September 1, 2021
  • 1 reply
  • 109 views
M

is it possible to update an existing record ?; it seems that the default behavior is always create a new record? I even selected to math by email as key but still new records get created

I think this is such a big weakness of the tool.

Thank you very much

Best answer by Liz

Hi @maxi7 Thanks for stopping by! Great question. Our integration will update the record for you so long as the First Name, Last Name and Email values match with an existing record. If these values don’t match, it will create a new record. 

I hope this helps clarify! Let me know if you have any other questions. 

    1 reply

    Liz
    Ex–Typefomer
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    • Liz
    • Tech Community Advocate
    • Answer
    • September 1, 2021

    Hi @maxi7 Thanks for stopping by! Great question. Our integration will update the record for you so long as the First Name, Last Name and Email values match with an existing record. If these values don’t match, it will create a new record. 

    I hope this helps clarify! Let me know if you have any other questions. 

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