Why are my data not sent to Salesforce as a new lead?

  • Franziska_contact
    Gefragt am 25. Juni 2024 um 07:30

    Hallo zusammen,

    einer unserer Kunden hat unser Registrierungsformular ausgefüllt und die Daten wurden nicht als neuer Lead an Salesforce gesendet..

    Der Kunde ist noch nicht im System in Salesforce angelegt gewesen. Es ist ein komplett neuer Kunde mit neuer Emailadresse etc.

    Bitte um Hilfe.

  • Franziska_contact
    Geantwortet am 25. Juni 2024 um 07:37

    Update de Kontakt ist beireits im System, aber die Daten wurden nicht aktualiesiert

  • Reymae Jotform Support
    Geantwortet am 25. Juni 2024 um 10:01

    Hi Franziska,

    Our German Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

  • Reymae Jotform Support
    Geantwortet am 25. Juni 2024 um 12:30

    Hi Franziska,

    We have checked your integration and the reason the data wasn't updated because it has a duplicate within Salesforce. You can check the Action logs of the Integration to see the details of the error. It's very easy to do. Let me show you how:

    1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
    2. Click on
    Integrations in the menu on the left side of the page.
    3. Search and select Salesforce.

    Why are my data not sent to Salesforce as a new lead? Image 1 Screenshot 20

    4. Click the Edit Integration button.

    Edit Integration button in Salesforce integration Screenshot 31

    5. Then, click the See Action Logs to view the errors. That's it.

    See Action Logs button in Salesforce integration settings Screenshot 42

    We also have a guide here that you can check to learn more about this.

    The error in your logs shows “Standard Contact Match Rule,” which is applied to the matching Account Name, Phone, Address, and City fields. If there is duplicate data in your Salesforce, this will prevent the new lead with the matching field from being created again. You can check out Salesforce's Standard Matching Rule for Leads on Accounts to learn more about this rule.

    Let us know if there’s anything else we can help you with.

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