1.Detect Salesforce account origin change
Integrate Salesforce and crm fields to capture the configured account origin change to update the lead origin flow.
Update lead origin field when account origin value changes
Automatically track account origin value updates on Salesforce records across Salesforce and Close. Create and update when account origin value edits, account field updates, or origin custom field changesβso you can update lead origin fields, match leads by cleaned names, and keep reporting accurate without manual data cleansing.
How this automation updates your lead origin field
When an account origin value is changed in Salesforce, lead records can get out of sync and reporting becomes unreliable. This automation checks account name tokens and updates lead origin fieldsβso your team can maintain accurate CRM data without manual cleanup.
Salesforceor swap with your favorite app
2.Filter accounts by name token
Integrate Filter by Zapier and conditional checks to continue only for matching account name tokens to limit targeted updates.
Filter by Zapieror swap with your favorite app
3.Find account and prepare fields
Integrate Salesforce and record lookup tools to retrieve account details and prepare origin and account name for matching.
4.Clean name for lead matching
Integrate Formatter by Zapier and text transformation tools to remove the token and trim names to output a cleaned display name.
Formatter by Zapieror swap with your favorite app
5.Update lead origin in Salesforce
Integrate Close and lead search tools to find the matching lead and update the lead origin custom field in your CRM.
Closeor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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