VinnieH

Hi LuisArturo I can get it to create the lead when no lead of contact is found, that works perfectly. The issue occurs after a lead is created. There are times where we want to edit the row, maybe add a new column or change it in some way, each time this happens, a new duplicate record is created in Salesforce. I need a way to stop the 'create lead' row triggering once a lead is created without creating an infinite loop.

Thanks for this but maybe i am missing something but it doesn't solve new leads being created every time the row is updated - if i use these checkbox fields on the column that is creating the lead, it creates an infinite loop error again. I've also tried using it in the formular field which created the 'salesforce action' but an infinite loop is created again. I can get the Lead Lookup to re-run so the new lead record can be kept updated - this bit now works.

Hi LuisArturo please see the table here: https://app.clay.com/workspaces/494769/workbooks/wb_0sx0mfejJKZoWcJWXYT/tables/t_0sx0mfhC5XikY5S2Qs8/views/gv_0sx0mfiTRnT5kdSqgud Whatever i do i cannot get the Salesforce Lookup fields to re-run automatically once a lead is created.

Please see my video here showing the issue.

Hi Bo (.. Can you please give me some additional help on this? Everything i've tried gives me an 'infinite loop' error message. Clay Support