SOLVED

Re: Cleaning up Postal Codes

Go to solution
Anonymous
Not applicable

Cleaning up Postal Codes

Is there a way to have the inferred postal code automatically populate the postal code field?  Without having to list every postal code If this postal code copy to ....  Too many postal codes.  My SFDC won't synch the data without a postal code.

thanks

Jan

1 ACCEPTED SOLUTION

Accepted Solutions
Edward_Unthank_
Level 10

Re: Cleaning up Postal Codes

You can make a smart campaign that is either triggered or scheduled and write the value with lead tokens!

Smart List

Trigger: Lead is created

Filter #1: Postal Code is Empty

Filter #2: Inferred Postal Code is not Empty

Flow

Flow Step #1: Change Data Value: Postal Code. New value = {{lead.Inferred Postal Code}}

That will populate your field (assuming it's called "Postal Code," feel free to replace with whatever field name is applicable) with the value from the Inferred Postal Code. The two filters will make sure that you don't write overwrite a postal code if it exists (Filter #1), and make sure that you're not writing a blank value (Filter #2).

Cheers,

Edward Unthank | Founder, Etumos

View solution in original post

4 REPLIES 4
Edward_Masson
Level 10

Re: Cleaning up Postal Codes

Its going to be a difficult mapping task in smart campaigns using Data Value Change. I'm sure there is 3rd-Party software to help here by Webhooks.

Edward_Unthank_
Level 10

Re: Cleaning up Postal Codes

You can make a smart campaign that is either triggered or scheduled and write the value with lead tokens!

Smart List

Trigger: Lead is created

Filter #1: Postal Code is Empty

Filter #2: Inferred Postal Code is not Empty

Flow

Flow Step #1: Change Data Value: Postal Code. New value = {{lead.Inferred Postal Code}}

That will populate your field (assuming it's called "Postal Code," feel free to replace with whatever field name is applicable) with the value from the Inferred Postal Code. The two filters will make sure that you don't write overwrite a postal code if it exists (Filter #1), and make sure that you're not writing a blank value (Filter #2).

Cheers,

Edward Unthank | Founder, Etumos

Anonymous
Not applicable

Re: Cleaning up Postal Codes

thank you so much. Sorry I am responding so late.  This is awsome.

Jan

Andy_Varshneya1
Level 9

Re: Cleaning up Postal Codes

I would probably add one more trigger - Data Value Changes: Inferred Postal Code

That will take care of leads that may not get an inferred postal code till later on for one reason or another.