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Smart Salesforce Account & Contact Sync — Made Easy
Streamline your lead and contact creation process in Salesforce with zero duplicates or confusion.

This automation intelligently checks if a Salesforce account already exists before taking action — ensuring clean data and efficient contact management. Whether you're importing fresh leads or syncing contact data, everything flows through a smart, conditional path.

What it does:

🔍 Searches Salesforce for existing accounts by name
🌿 Branches based on whether the account exists or not
➕ Creates new accounts if they don’t already exist
🧼 Normalizes data before moving forward
🔄 Merges both paths to handle contacts uniformly
👥 Creates or updates Salesforce contacts as needed

✅ Fully automated and structured for seamless Salesforce integration

Need expert setup? We offer guided configuration and testing services for a one-time fee.