All Salesforce actions
Lookup Object in Salesforce
Find a matching Salesforce Account, Contact, Lead, or Opportunity using your row data. Filter by any field on the object using exact match, contains, range, or exclusion comparisons. Returns the Salesforce record ID and the fields you select when a match exists, or a not-found flag for downstream branching.
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Other Salesforce actions.
- Create Activity Create a note, task, or event in Salesforce for an Account, Contact, Lead, or Opportunity
- Create Object Push enriched table rows into Salesforce as new Accounts, Contacts, Leads, or Opportunities
- Import Accounts Import Accounts from a Salesforce list view into your table
- Import Accounts by Criteria Import Salesforce Accounts that match your filter criteria into your table
- Import Contacts Import Contacts from a Salesforce list view into your table
- Import Contacts by Criteria Import Salesforce Contacts that match your filter criteria into your table
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