Salesforce - Check Contact Or Lead

Last updated Apr 23 2018

In this video we will show you how to use our Salesforce form builder to check if an email address entered belongs to a contact or a lead in Salesforce.
This is very important because you don't want to create a new contact or lead if it already exists it your SF account. 
Read more about how to find out if the filler is a contact or lead in Salesforce

We will show you how to:
- populate the contact or lead's details (full name, source)
- display a relevant label, depending on if the filler is identified as lead or contact.
- configure the push integration to allow the filler to update the contact or lead details.

 

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