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
Solved! Go to Solution.
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
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.
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
thank you so much. Sorry I am responding so late. This is awsome.
Jan
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.