You'll need the following inputs to push a lead to Salesforce:
We'll automatically map additional fields coming from other tasks in a multi-steps workflow:
- And so on..
The mapping takes 3 fields:
keywhich is the data we extract/enrich from a step, like
valuewhich corresponds to the Salesforce API mapping, like
defaultis very helpful to set any additional Salesforce field, like
OwnerId, since you don't to get if from a previous step
Generally speaking, the mapping is set by default in templates.
If you need additional help using Salesforce, contact email@example.com.
Map a value coming from metadata
To map a value coming from a CSV file you input and use it as "metadata", you need to activate manual mapping as below and put your metadata key in the textarea by passing